THE TEAM
Jocelyn Nai
Associate Estate Planning Practitioner (AEPP®)
8 years of industry experience
As a working mother, I once faced the challenge of balancing a fulfilling career with quality family time. In 2016, I embraced a new chapter in the financial planning industry, driven by a passion to make a meaningful impact.
Over the past 8 years, I’ve evolved from guiding young families to confidently start their financial journeys to mastering wealth accumulation, distribution, and estate planning for individuals and businesses. As a certified Associate Estate Planning Practitioner (AEPP), I provide personalised, holistic solutions that empower my clients to achieve lasting security and peace of mind.
Now, as a Branch Manager, I’m dedicated to inspiring and mentoring individuals seeking a purposeful career that transforms lives without sacrificing precious family moments.
