About Xia Qian (Rita)
Rita, a MOE scholar, graduated with a Masters qualification from the prestigious Nanyang Technological University prior to joining the financial services industry. One of the greatest highlights in her career is the deployment of her highly specialized investment skill to turnaround an unprofitable portfolio into a successful one within a short span of 1 years. As an experienced practitioner and a firm believer of financial management, Rita is someone who practices what she preaches. It is also her personal belief that all women should be financially savvy and independent.
Rita is widely known for developing a BIG approach for wealth creation – Build wealth, Invest smart and Guaranteed income. Her mission in career is to deliver superior financial planning service for her clientele. Her approach has gained the trust of her clients who mentioned that the construction of their personal private ATM allowed them to create multiple streams of passive income in their wealth accumulation journey. As a result, Rita earned the reputation of being the financial focal point for her clients in the management of their family cashflow, insurance audit and debt management.
- NTU M.Sc(Project Management) 南洋理工大学研究生
- CFP 国际注册理财规划师
- Associate Estate Planning Practitioner (AEPP)遗产规划师 by RockwillsR
- Will Planner 遗嘱规划 by SimplyWillsR