Amber L,. Medical Social Worker

We spend so much time avoiding FCs that we may somehow miss good ones when they come by. It has always been a challenge for me to find a reliable financial consultant, and I know some of you feel the same way. If you are looking for someone who doesn't treat you like a stranger but respects you as a friend, Wendy is my recommendation. Wendy is approachable and she has a pleasant disposition. No matter how young or mature a client you are, she will treat you with respect and courtesy. Wendy goes the extra mile and offers help beyond expectation. I remembered how she could organize data and consolidate that info into more apparent notes for my easy reference. Wendy always comes prepared for the appointments and ensures that I can comprehend the information well. I am thankful for Wendy and grateful to have her as a friend and agent. I want to reiterate that I do not regret joining the #YESYEOCANFAM because I have a great experience thus far.

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."

Norman C,. Regular Officer

Wendy was really professional in the whole planning process, explaining the importance of financial planning, be it through investment or insurance. She was also patient in explaining how investment works and how she does her homework to be kept abreast of what is the economy and market like and make more informed decisions. Wendy is very friendly and approachable and what I think is most impressionable is that instead of hard selling, she takes the time to explain the different plans and recommends what is affordable and reasonable based on your financial abilities.

Ming Huang

Wendy was very patient in explaining to me the differences between policies. She emphasized on my concerns and priorities, rather than rushing through things just to close the deal. Most importantly, she put in the effort and take the initiative to remind me whenever there are updates and the action required.

Melissa L,. Social Service Assistant

Throughout the process of planning, Wendy was very patient to explain to me the terms and policies. She would do her best to help me in getting the best out of my policies & that is with much thinking and planning she did before meeting me. She is available and there whenever I need help with my policies and would make the effort to come to my area to meet me when I was unable to go far. She is understanding and is always on the lookout for policies that might be suitable for me and also allowing me to have sufficient time to process. The decision to choose her was because I trust her, she is responsible for what she does & always does her best.

Alan,. Finance VP

I have met numerous insurance agents in my working life so far (including friends and referrals), and Wendy is one who stood out from the rest for me. She is professional and advises well, and not once did I feel she was pushy in selling any policies to me. I first got to know her through a marketing call from her many years ago, and despite not purchasing any policy from her initially (as I was adequately insured at that time), she followed up with me over the years, understanding my needs at every point of the time and displayed utmost patience in updating me of any latest products that might be of interest to me. One quality I appreciated about Wendy is how she's able to see through my lens and analyse my decision-making. That is why I knew I wanted to engage Wendy when I decided to increase my medical coverage and also make some financial planning (bought new policies from her in 2023 and 2024). Really appreciate her sincerity!