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A Journey of Creativity and Excellence in Financial Advisory
Before embarking on his distinguished career in financial services, Lincoln laid a strong foundation in the creative industries. He graduated with a Bachelor of Arts in Illustration from the University of Westminster, which shaped his keen eye for detail and innovative thinking. His professional path began in design and production, where he honed his skills as a designer. He further expanded his expertise as a Visual Merchandising Manager for both local and global fashion brands, developing a unique ability to present concepts clearly and attractively.
Driven by an entrepreneurial spirit, Lincoln went on to establish his own jewelry brand. During this time, he also worked as a freelance video art director and designer, mastering project management and creative direction across different mediums.
In late 2019, just before the global pandemic, Lincoln made a strategic transition into the financial insurance sector. This marked the beginning of a remarkable new chapter. His creative background, combined with dedication and a client-centered approach, enabled him to achieve extraordinary success in a short period. He quickly rose to prominence, earning the prestigious "Rookie King Gold Award" and qualifying for the Million Dollar Round Table (MDRT) in his very first year.
Recognizing his leadership and performance, Lincoln was soon promoted to a management role, where he now leads and mentors his own team. Over the past few years, he has built an impressive portfolio, serving over 100 corporate clients and hundreds of individuals. He is renowned for his professional, thoughtful, and personalized service, ensuring every client's needs are met with the utmost care.
Looking ahead, Lincoln is strategically expanding his expertise into the Mainland China market, aiming to bring his exceptional standard of service to a broader audience and explore new business opportunities.
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Specializing in Wealth Strategy, Risk Management and Business Consulting
Wealth Allocation
We provide personalized wealth allocation advice, considering factors like income, assets, liabilities, and future needs. The goal is to balance maximizing returns with minimizing risk, taking into account each client's investment goals and risk tolerance. The firm is committed to securing a prosperous and stable future for its clients.
Capital Appreciation
The investment process includes understanding client goals, devising custom strategies, and ongoing monitoring and adjustment for steady wealth growth, managed by the investment team.
Fixed Income
The expert advice aims for financial freedom through income creation, expense management, and independence. This is achieved using fixed income investments, identifying investment opportunities, budgeting, and capital preservation. The final goal is to ensure a comfortable and secure life.
Risk Management
Custom risk management strategies address clients' wealth and health risks through diversification, insurance, and preventive care, aiming for their long-term stability and well-being.
Business Consulting
Business consulting involves refining business processes, ensuring financial compliance, advising on employee benefits, and strategizing market approaches. It aims to boost productivity, uphold reputation, enhance employee satisfaction, and grow the business, with clear communication being key.
Career Development
Promoting recruiter growth through development opportunities, clear roles, and support is key. This boosts talent attraction, skill enhancement, loyalty, and efficiency, fostering a supportive environment for company success.