Yuen Thye,. Software Tester

Wendy was patient whenever we met up to explain what I have, even though she has done so on multiple occasions to make sure that I am aware of what policy I have. Other than that, she would also recommend products that she feels would benefit me a lot, and that is what the experience has been so far, which I feel is valuable as a customer to understand what else I am lacking in terms of protection and investments.

Yronne A,. Staff Nurse

Wendy was introduced by my friend 4 years ago and I have entrusted her to be my financial planner since then. She has assisted me with the types of financial plans that deem to benefit me best, concerning my age and health, for the present and future. Wendy is friendly, positive, patient, and always carries a positive and always-ready attitude to deal with any concerns that I have. Add on, despite late hours. Importantly, she planned along with my budget yet ensured what I required was covered. Especially the basics. One of her strongest qualities is her effort to do reviews with her clients every now and then, to improve on her services, and to keep our profiles up to date. Choose. Her. 👍🏻

Paulyn Y,. Clinic Assistant

She has always been there! I decided to go with Wendy as my FC because I fully trust that she can do her job well and ensuring me with all the info and protections I need. So far my journey with her is smooth and whenever I have an enquiry, she never fails to get back to me. I feel ensured that she is always there to help me and fill me in.

Shan,. Interior Designer

I think patience is an important factor for a financial planner & I guess Wendy had that from the start. I was never one who could sit through an insurance conversation due to the numbers & heavy text reading. Yet, Wendy was willing to explain the complicated plans to me & illustrated them in graphics for me to better understand what works best for me. It took me a while to settle down at first, but hardworking Wendy was cool & patient with her follow-ups over the years. It’s been many years since I first knew her, she has always been the reliable one that I can trust to be there for me, so that’s why she’s the chosen one. Everything was made easy for me, Thank you, Wendy!!

Bao Chuan,. Translator

I first met Wendy online through Zoom because it was during the C19 times that she began managing my portfolio. She listens to her clients, not just for the financial planning process but also for your overall preferences (such as me being an introvert and preferring to do most things over text, except when we do our annual review)! As I started my financial planning journey quite a while ago, Wendy helped me see the areas that were weaker at my current stage in life, such as planning for when I get older because, let's be real, our retirement ages are getting older too, and what worked for me 10 years ago may be a little bit lacking now. Wendy is an easygoing and approachable person. She isn't pushy, but she shows me all the options available and lets me make the decisions myself. She makes our meet-ups convenient and is totally open to even meeting me at a pavilion near my house when my place isn't available. 😂 Wendy is a good consultant to have (even if it's just in your contacts!), especially for the ladies, because she knows what you need and you don't have to worry about your questions being silly as she answers complicated concepts in a way that you'll understand."

Jing Wen,. Senior Finance Executive

I have known Wendy for a long time and I have witnessed her dedication in providing suitable products to her customers as opposed to other financial advisers who sell with the aim of just earning the commission. As someone who values good service, I really appreciate Wendy’s patience in explaining the products that best fit my needs, taking into consideration my concerns and family’s history of health. This assured me in making my choice amongst the many products and agents in the market. I look forward to engaging her in my future needs!