The Story of Advisors' Clique
It was over a cup of late night coffee at Kopitiam 15 years ago that the idea of establishing a group took root. 6 people, 1 shared vision, and a hunger to do better. With their aspirations and dreams aligned towards one goal, a "coffee shop dream" became a reality.
15 years later, as the founders look back on that moment that birthed what is now a strong and dynamic group known as Advisors' Clique, it is more than just a fond memory. It marked the beginning of a journey that they collectively embarked on and strived tirelessly for. These individuals are the original pillars on which Advisors' Clique grew from strength to strength, both in revenue and total headcount.
Advisors' Clique is now a successful group of financial consultants representing Great Eastern Financial Advisers Private Limited (GEFA), with a strong culture and unique identity. These were not accomplished overnight. Efforts were made over the years to establish what Advisors' Clique really stands for and represents, beyond just the vision belonging to the founders. As generation after generation of new blood came on board, it became evident—"to leave a legacy by paying it forward" was a common desire.
It is a vision that is befitting what we stand for professionally, and the core mission to be committed to thinking in your best interest, be it in providing sound financial advice or grooming future leaders, came almost naturally. Finally, the 7 core values were established to serve as guiding principles in our careers and our personal lives.
We remain united in our identity, just like how the founders came together to forge a shared dream. We are unique only because everyone truly believes in this journey spearheaded 15 years ago. Having come a long way now with a strength of 350 associates and 15 directors, and still counting, we continue to evolve to stay ahead of the game. After all, change is the only constant.
The journey ahead is bright and promising. And it is one which we choose to go on together as the "AC Family". A family that stands by each other through thick and thin, and see each other through ups and downs. It is proven; it has stood the test of time; and the best is yet to be. Hold on to your seats for the next chapter of the AC story.
Directors of Advisors' Clique
The Directors of Advisors' Clique play a pivotal role in guiding the vision of the organisation. These directors lead by example as they continuously strive for excellence in their delivery of sound financial advice to their clients, above and beyond their role of agency building. They also collaborate closely with Great Eastern Financial Advisers to bring greater value and growth to the agency and the clients they represent.
Head oF DEPARTMENTS
Apart from sales and recruitment, the Advisors' Clique Head of Departments and their members set time aside to voluntarily serve organisation.
With more than 20 departments, their aim is to support, improve and ensure an operationally smooth agency. Such are their selfless contributions in “giving back” to the agency; through Advisors' Clique multitude of talents and its smorgasbord of creative streaks and styles.
We believe that a successful life is a planned journey, not just a destination.
This is an adage we adhere to with our clients and our associates. That is why we are constantly evolving to stay ahead of the curve; for in doing so, can we then be progressive leaders in the financial planning industry and serve our clients with excellence. Only then can we keep our promise to all who share the same goals and values system to bring them to greater heights of a worthwhile journey.
We believe in being committed.
We are committed to delivering the best financial advice and practices to our clients. Because your dreams matter. We are committed to our dedication towards the continued growth of a positive, long lasting relationship with all associates served by us. Because team matters.
We believe in value-based practices and system.
Traditional values are equally if not more important than professional values in our fast-paced, ever-changing financial landscape. We thus focus on understanding and preserving a set of values with the aim to achieve sound financial objectives for our clients and to ensure that every member of the distribution group continues to do what is best for the team.
who we are & how far we've come
Advisors’ Clique (AC) is a group of financial consultants representing Great Eastern Financial Advisers Private Limited (GEFA). GEFA is a wholly owned subsidiary of Great Eastern Holdings Pte Ltd, a member of the OCBC Group.
Founded in 2001, AC is now a group of close to 600 financial consultants with a strong culture and unique identity.
In 2011 a consultative exercise involving all consultants was undertaken to establish what AC stood for, beyond the original thinking of its founders. This helped define a new collective vision which bound the team closer together, and renewed a service pledge to their clients.
With many new associates coming on board in the last 5 years, it has once again became evident that the desire "to leave a legacy by paying it forward" was prevalent.
“Thinking In Your Best Interest” is an important value which continuously guides the organisation in giving quality financial advice to their clients. This is reflected in the number of AC associates qualifying for the coveted Million Dollar Round Table (MDRT) recognition as well as the prestigious Great Eastern Achievers’ Club award.
Our Foundations & Framework
"The future belongs to those who see possibilities before they become obvious."
—John Sculley 2011
"Doing the right thing even when no one is watching."
—C.S. Lewis 1898 - 1963
"If better is possible, good is not enough."
—John Buchanan 2009
"A duty which ought to be paid but none has the right to expect."
—Jean-Jacques Rousseau 1712-1778
"To add what we can to life", in giving and in spirit.
—Sir Dr William Osler 1849-1919
"To be successful in a profession or in a business, to become wealthy cannot be compared to making the lives of your fellow men better."
—Lee Kuan Yew 2004
"Each member doing what's best for the team and himself, ultimately for the betterment of the entire group."
—Colin Ong (OLJ200081689) 2002
"To leave a legacy that impacts lives by paying it forward."
We are committed to thinking in your best interest.
We empower clients through quality financial advice.
We groom leaders, not managers.
We forge new frontiers.
Our VISION & MISSION
From the time that Advisors' Clique was conceived, it has been all about contribution, real impact, professionalism and team before self. Through the years of growing from strength to strength, we have remain guided by our vision and mission to blaze new trails of excellence as one big family.
AC Gives back
At Advisors’ Clique, we subscribe to the tenets of ‘The Whole Man’ concept. As we strive for excellence in our role as a financial consultant, we also seek to be active citizens and give back to society in as many ways as we possibly can. In 2004, we collaborated with the Red Cross to raise funds for tsunami victims. Recently, we initiated a partnership with World Vision under the Child Sponsorship Programme, which attracted heartening support. Each Director's Group also initiates their own community projects to support causes they are passionate about.
The desire to share love and bring hope knows no boundaries. Our efforts have extended beyond the shores of Singapore to Rewatha in Sri Lanka, an orphanage in a previously war-torn area.
What THE FUTURE holds
A force to be reckoned with
“The best way to predict the future is to create it. Advisors’ Clique shall always stay true to our trailblazing culture and constantly reinvent ourselves towards the best version of us!”
—Principal Founder of Advisors' Clique
Fuelled by passion, dediCATION AND INNOVATION
“Advisors’ Clique’s future will be paved by our young leaders and our Associates who go beyond their call of duty to serve in our committees guided by our core values. They will be the heartbeat of Advisors’ Clique!”
—Current Chairman of Advisors' Clique