The Deputy Branch Director at finexis advisory – also known as Money Makcik – talks about her journey in financial planning.
Story first appeared on MajulahMelayu.SG
“The COVID period aged me. My dad passed away in 2020 from cancer. Two years later, my mum passed away from stage 4 cancer. But I honestly believed she died more from a broken heart. It was true love. They couldn’t live without each other.
It was only when they passed that I truly appreciated they were insured. Their health insurance covered everything. Even though they were not well to do, I’m so glad they got basic coverage. Otherwise, I can’t imagine the mental and financial stress we’d all be under.
As their caretaker, I just focused on their well-being without worrying about the hospital bills. And that really reinforced my conviction in the importance of basic financial planning. You don’t have to be rich to plan. In fact, it’s everyone’s equal right in Singapore.
I’m the Deputy Branch Director at finexis advisory. I have two roles. The first is to build and manage my own team. The second is to continue developing my own financial practice. Each pillar brings about a different satisfaction.
I manage a team that mainly consists of working mothers and fathers. When you’ve trained them to be the best advisors they can be, it’s always nice to see them bring home the money they’ve worked hard for. Knowing they’re spending time with their kids makes me happy.
When it comes to my own financial advisory work, every client has different needs, and I love solving problems. Whether I’m dealing with the super rich or mass market, I love doing case studies. There is never a cookie cutter solution. That’s the fun part for me.
I created the Money Makcik online persona after I gave birth. I wanted a way for people to find me quickly. In the past, we did a lot of one-to-one introductions to meet new clients, but I didn’t want to compromise time with my newborn son or have my income affected.
So when my mum passed, I distracted myself from losing her by amping up my social media content. I embarked on a 100-day video challenge. I actually posted financial planning related content every day for 100 days. My followers grew so much because of that.
I call myself the Money Makcik to eliminate the intimidation factor. ‘Makcik’ refers to a Malay aunty. It makes me more friendly, relatable and approachable. If you have any concerns or inquiries about financial planning, I’m more than happy to address them.
For the Malay-Muslim community specifically, one of their biggest financial concerns is planning for Hajj, or the annual pilgrimage to Mecca in Saudi Arabia. There are also Shariah compliant regulations and investments which I’m happy to offer guidance and advice on.
Obviously, there are challenges that come with this line of work. In the past, the stereotype that financial consultants are just sales people was very, very strong. It still exists today. Some say we’re just about money. As a professional, I just focus on the positive.
The beautiful thing about this industry is that when my friends and clients progress in life, my work progresses as well. For example, as they earn more, they have more needs to settle, which means I can also provide them with more solutions. We’re always growing together.
Being exposed to different people is always eye-opening. It’s always interesting to know how people earn their money and what their thought process is like, especially when it comes to how their next generations are taken care of, or how they want to help others.
Recently, I met this man who shared how glad he is to be able to pay for the Umrah pilgrimage of 40 people, thanks to the success of his business and investments. He showed me how a selfless person adds meaning to the act of making money. Meeting such people inspires me to do better.” – Nur Fitria, Deputy Branch Director at finexis advisory
Interview by Arman Shah
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I really felt her love for her parents, and how she’s turned all that pain into a kind of steady light for the people she helps. Thanks for sharing this — it’s the kind of story that stays with you.