Alan Sim

Assistant Vice-President


Hello! I'm Alan and if you're reading this, I wish you well and thank you for visiting my Wall of Trust!

I joined Manulife as a Financial Planner late 2014, after a brief stint in Public Relations at an MNC. It was a tough 18 months before I saw my first breakthrough and I've learned that GRIT and Focus are essential to do well in anything.

I believe that with honesty and sincerity, strangers can become clients and friendships can blossom from business relations too. I specialise in tailoring needs-based solutions for my clients and helping them find simplicity in complex financial matters.

As a leader, I lead a team of dedicated Financial Services Consultants, who shares my values of impeccable work ethics and self-excellence. I am recruiting like-minded individuals to join me on this rewarding journey and I aspire to be a guide and a pillar of support for everyone I recruit.

In my free time, you can find me reading over a nice cup of coffee or meeting up with friends.

Whenever you feel ready or wish to connect with me, just click on my contact and I am more than happy to make a new friend.

ABOUT ME

WORK

  • Assistant Vice-President

  • Green Apples Advisory Branch, Manulife Advisory Group

  • Unit Manager, Gravitas Assurance Advisory Unit

CREDENTIALS

  • MDRT Qualifier 2023

  • 2nd Runner-Up Top New Senior Manager 2020

  • MAG Titans Club Qualifier

  • B. Com.

Recent Testimonials - What my Clients Say

  • TOP-NOTCH SERVICE FROM MY ADVISOR!


    I came to know Alan through my good friend, Li Ting. Alan has a knack for financial planning and is very generous in sharing his knowledge and plans. He has a clear strategy on where to start and most importantly, he puts my interests first.

    For someone that knows nuts about financial planning, I had a million questions for Alan. He's always patient to answer my queries and help me understand better. I also reached out to him for my claims and the assistance he provided was top-notch. I didn't have to worry about anything except to focus on my recovery!

    Regina - Manager (Transport Operations)

  • A GENUINE PERSON & A GREAT LISTENER


    Alan and I got to know each other in the same secondary school that we attended. What really stood out to me about Alan is his consistency in treating people genuinely, which is so hard to come by in today's world.

    Alan is a great listener. Many people I've met in life tend to impose their values and judgement on others, especially so when there are differences. However, Alan is not like that. He listens openly and only shares his personal values through his experiences and for your interpretation. He will help you to believe in yourself when you have self-doubt too.

    Honestly, anyone would benefit having a chat with Alan and that’s the best thing about him.

    Yong Xian, Executive Engineer, BCA

  • EFFICIENT AND RESPONSIBLE SERVICE


    I came to know Alan through referral by my family friend, Mr. Sarathy. Alan is able to provide good suggestions with clear details to help me with my financial planning. I found his service to be excellent and I really like the constant positive approach to meet the customer's needs. He is also efficient in explaining the programmes and responsible in following up on my questions.

    Although I haven't known Alan for very long, my friend who recommended him to me has many good words for Alan as he has been servicing my friend for many years. I took Alan's advice and have invested with him for my retirement.

    Veda, IT Consultant

  • I TRUST MY FINANCIAL ADVISOR 100%!!


    I've know Alan for more than 10 years. We met during our days in Nanyang Polytechnic. Since he became my financial advisor, he's always ready to help, be it virtually explaining investment concepts to us or physically coming down to our place till 10pm to do our nominations.

    What I really appreciate about Alan is his honesty and transparency about his products against his competitors. I believe that when it comes to financial planning, it is very important to trust the person you are working with and I trust Alan 100%. I believe ANYONE would benefit from having a chat with Alan as he has a cheerful personality and he is sincere and genuine about helping people.

    Sai Ram, Senior Application Specialist, Leica

  • HARDWORKING AND NO PRESSURE


    I met Alan through a cold call and now I understand the meaning of that call, Alan is a great help to my family. Alan is hardworking and does his homework before proposing a plan to me. After understanding my needs and affordability, he came up with the perfect plan for me and my family.

    The best thing about Alan was that there was no force or pressure from him at all throughout the process. He helped me understand what and how we should do planning for children education and mortgage insurance coverage effectively.

    If you are salaried / got family / have children who are still studying / anyone like myself around 40 years old and planning for long term savings or retirement plans, best to have a chat with Alan and let him help you like he helped me.

    Raju, Director

  • FRIENDLY AND TRUSTWORTHY!


    Alan and I were classmates in secondary school and we have known each other for close to 20 years. We shared many memorable events together but the most memorable one would have to be Hair for Hope by Children's Cancer Foundation in 2008. Alan introduce me to this charity event that requires participants to get our heads shaved to make a statement with the aim to raise funds and create awareness for childhood cancer.

    I appreciate Alan for everything he does as a friend and for being who he is, otherwise we wouldn't have been friends for so long. I believe Everyone and Anyone would benefit from meeting Alan. He is very friendly, intelligent and a trustworthy person. Talk to him and you will know what I mean!

    William, Sales (Printing Solutions), Canon

  • AN UNEXPECTED BLESSING


    Admittedly, I have zero interest in insurances but Alan peaked my interest with the way he explains policies, even if it's a policy that you're not keen on applying but just enquiring.

    He always does his research beforehand and whatever questions I ask, he will always be able to answer it. This is impressive as opposed to most insurance agents whose favourite line is "Let me check on this and get back to you", and never actually do.

    I have known Alan and met him on various occasions for around 4 years now. To think that a random phone call from a stranger (it was a random cold-call), would turn into an opportunity to meet one of the nicest and well-informed agents I've ever met, is a blessing.

    I wish I could have met him earlier so that he could have handled my older policies. If you're looking for an agent who is well-informed and just generally an all-around nice guy, Alan's the guy. Oh, most importantly, he gives me space yet he's there when I need him. I think most people would appreciate this.

    Saifuddin

  • FRIENDLY AND APPROACHABLE ADVISOR


    Alan contacted me from Manulife to be my advisor. He is very experienced, confident and competent in explaining about the plans and how the plans can help me.

    He enlightened me to not only plan for insurance but also to plan for savings and investment. He is friendly and approachable, and he is faithful to his clients and passionate about his job. I believe Alan will be a great help for people who don’t have any idea about savings and insurance planning.

    Roni, Senior Nurse, KK Hospital

  • A GOOD FINANCIAL ADVISOR


    I was referred to Alan by my friend, Lauren. He helped me to consolidate all my policies and as I had bought several policies from different companies previously. Only after he had analysed my portfolio, did he make suggestions to enhance my coverage.

    I introduced my son, Dean to Alan after an incident that required a claim to be done. Alan helped him to understand the procedures and responded to several of his inquiries. I really appreciate the service by Alan and can be assured that my family and portfolio is well taken care.

    Claire & Dean

  • FRIENDLY, WELL-ORGANISED AND RESPONSIBLE


    Alan and I met in our University, and we've known each other for about 6 years. He is friendly, well organised and responsible. That's why when I felt ready to do financial planning, I chose to work with him.

    Alan has always been a helpful and dependable friend. As my financial advisor, I like it that he is within reach whenever I need him. I believe young graduates who have just started working would benefit meeting Alan as he is patient and detailed in his advice.

    Marcus, Business Development Manager

  • CARING AND UNDERSTANDING


    Alan has always been a caring person to the people surrounding him, someone who listens to you with his heart, and remembers even the minor details about your situation. He will be there whenever I needed someone to talk to.

    He always has my best interests at heart and is constantly keeping up with his financial knowledge. Alan does not try to influence you into what he believes in, he is the person who educates you and lets you make the decision.

    Wilson, Chief Controller (Trains)

  • KIND, APPROACHABLE AND REFERABLE


    Alan is my cousin and we grew up together. He is kind and approachable when I decided to look for him to help me with my financial planning.

    Trustable, caring and always thinking for the benefits of others, Alan not only helped me because we are cousins but was also very professional in his advice to me as a client. I appreciate the fact that he would find better deals and better benefits in policies, and renew existing policies to better fit my portfolio.

    I have referred my friends to Alan because of my confidence in his advice and service. Some of them have also become his clients and have good reviews for him too.

    Li Ting, Manager (Transport Services)

  • ETHICAL AND DEDICATED TO HIS PROFESSION


    Sincere and thoughtful, Alan has made financial planning fuss-free, and rewarding for me. He has been my financial consultant for the past 5 years, and he is always attentive to my needs.

    As a self-employed individual, I knew that my finances had to be well taken care of. Entrusting Alan with my retirement, and investment plans is a decision I feel confident about. It can feel intimidating when choosing insurance plans, but Alan makes it comprehensive and reassuring. His dedication and strong moral ethics are remarkable.

    Sophia, Film Producer

  • EFFICIENT AND HELPFUL FINANCIAL PLANNER


    Alan became my financial planner when I requested for a change of servicing advisor with Manulife. I like his working style because he is very efficient and responds quickly.

    I also like his good quality of service because he can explain everything clearly for me to understand and he helped me settle all my requests and policies matters.

    Angela, Engineer, Hydac Technology

  • SINCERE AND NOT PUSHY


    I still remember meeting Alan at a roadshow in Novena 5 years ago. The thing that stood out most about him was his sincerity. He did not try to sell me a product at our first meeting and only gave his proposal after our discussion and according to what I need.

    I really appreciate the efforts he put into building good relationships with his customers and he is very loyal to his clients, taking care of their well-being. I feel that Alan will be a great person to speak to for anyone who would like to have a good financial advisor, or to understand more about Manulife's products without feeling pushy.

    Tuti, Homemaker

  • HAVE AN ADVISOR YOU CAN CALL YOUR BROTHER


    Alan has been advising and managing my personal financial planning for the past 8 years. He is a reliable and responsive advisor, with an instinctive knowledge of what's suitable for me. He has great insight and you won't be disappointed to have him helping you with your financial planning. Do get to know him over a nice meal or a cup of coffee.

    Pierce, AVP, UOB