Insightful educational visit to AI Success Advisory

Students, academics and staff of AI Success Advisory

A group of students took part in the educational visit to AI Success Advisory on 3 September 2024. The trip, jointly organised by the Faculty of Accountancy and Management (FAM), the Global Economics Society and the Finance and Technology Society, aimed to expose students to practical knowledge and skills in financial planning and personal development, ensuring they are well-prepared to excel in their future careers.

Present at the trip were FAM Department of Economics Head Mr Low Choon Wei, FAM academic Dr Lee Sin Yee, AI Success Advisory Founders Mr Chong Tik Wei and Mr Goh Teck Huat, and AI Success Advisory staff Mr Ang Zhi Sheng, Mr Chee Feng Chuan, Ms Cheah Kar Wern, Ms Kwee Sze and Mr Yap Pow Keong.

Mr Chee started the event by sharing the background, business activities and some awards won by the company. The event continued with an engaging session by Mr Chong, who introduced the company’s vision and mission and highlighted the importance of strategic planning and innovation in achieving financial success. Mr Chong also presented a series of successful case studies, offering students valuable insights into how AI Success Advisory has effectively supported its clients in reaching their financial goals. This introduction set the stage for a day filled with practical learning and inspiration.

The first session of the sharing by Mr Goh, focused on financial planning for youth, emphasising the need to effectively manage personal finances. Mr Goh guided students through a hands-on group activity, where they were given a scenario of managing a monthly salary. The students were tasked with outlining their potential expenses and presenting their financial plans, encouraging them to think critically about budgeting, savings, and prioritising their financial decisions. The interactive nature of this session provided students with a clear understanding of the practical steps needed to achieve economic stability.

Mr Goh continued to share the abilities and mindset required to join the high-income group. He shared actionable tips on skill development and differentiating between needs and wants. Mr Goh stressed on the value of staying focused on personal goals, resisting external influences and avoiding unnecessary comparisons with others.

The event concluded with a reflection session, where students were encouraged to share their key takeaways. Students expressed appreciation for the practical lessons in financial planning and strategies for cultivating a success-oriented mindset. The visit empowered students to think proactively about their financial futures and inspired them to pursue continuous self-improvement.

UTAR thanks AI Success Advisory for hosting this educational visit and providing a meaningful learning experience. The opportunity to bridge classroom knowledge with real-world applications was invaluable, leaving a lasting impression on the students. The event concluded with a group photo and a discussion of potential future collaborations, reinforcing the strong partnership between AI Success Advisory and our institution.

Mr Chee sharing insights to students

Mr Chong sharing the success story of the company

Sharing by Mr Goh

Students during the sharing session

Group activity on financial planning

Students sharing the outcome of the financial planning

Mr Low presenting a token of appreciation to Mr Goh (left)