Samuel H,. Graphic Designer

Wendy is good at picking up points of interest throughout our conversation. This makes her succinctly place useful and important points across without having too much information going at hand. She helps to explain the policies clearly and at any moment when I needed more knowledge and understanding and she never fails to invest time to elucidate my enquiries. Keep up the awesome work!

Shao Feng,. IT Analyst

Wendy is a very nice person and she tries her best to help me get my coverage in place. As my previous applications was rejected by other companies and I was fighting against the tight schedule of the changing of CI definition, Wendy was patient and was there to follow through the whole process with me and constantly keep me updated about it. She is indeed someone who is dedicated to her job and serves her clients well! Thanks for the help! :)

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."

Malcolm N,. Operations Executive

Friendly and helpful. Focused discussion process catering to the needs of the client.

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!!

Jodie K,. Grants Administrator

Wendy has been my financial consultant since 2017. She is dedicated to her work and is very reliable in her line. She constantly updates me on any changes in my policy and when I had times that I could make a claim but did not realize, she would also remind me. Wendy has never once pushed me to take up any policy that I didn't want to. She respects me and also my privacy. She's everything I could ask for in a Financial Consultant. So, thank you Wendy for always putting me and my interest first. :)