Chantelle Teo
Chantelle Teo
Associate Director (Private Wealth)
Certified Financial Planner™
Associate Estate Planning Practitioner (AEPP® )
MDRT
Animal Lover
Fitness Enthusiast
Contact : +65 9682 2316
Email : chantelleteo@gmail.com
Chantelle Teo
In financial planning, I believe in the power 2. The trust towards the financial planner and the “self ownership” of his/her own financial plan.
My goal is to empower my clients with knowledge and work together towards goals that are concise, understandable and attainable, such that they eventually take the ownership of his/own finances.
Due to the bad stigma around the role, Financial Planning isn’t my first choice. I began as a Marketing Specialist and soon found myself drawn towards the better income of the finance industry. Thus, I moved to OCBC to take on my first finance sales role.
I developed a special connection with the job, as though I was meant to be in it. I realized I enjoyed the people aspect of the job. I could build genuine, fruitful relationships while working on financial plans together, helping them meet their goals. Hence, my original monetary reason for joining the industry became non-consequential, developing into a passion to help people meet their financial goals. My love for connecting with people and building long lasting relationships is the very reason and motivation today.
My mission: To help as many people to meet their financial goals. I believe that it is never too late for anyone to start. I only work with clients who are Respectful, Reasonable and Responsible towards their own lives. Thus far, most of my clients have grown to be close friends and it is never awkward to share any personal anecdotes. Currently, I am serving about 200 families and 200 individuals ranging from all walks of life: young individuals, PMETs, families and retirees.
When I am not working on improving one’s finances, I enjoy spending time with my 3 dogs. With a passion for animals, I established a dog snacks business (Abbythemongrel.com) as a hobby, participating in events and fund raising for animal welfare. I also consider myself to be a very spiritual person, frequently practicing Inner Works.
Reach out to me to share about your life experiences. I am confident that we can find a thing or two that is common between us! Let us work towards a better financial future together.
Let’s connect!