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!!

Alex Q,. Security Engineer

Wendy has always been on the ball about market changes and this is one attribute that I was looking for in a consultant. It ensured that my money is placed in trusted equities. She helped align my financial goals through different phases of life. More than just a consultant, she is a friend that takes my finances seriously, she doesn't hard sell and truly wants the best protection for you.

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.

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!

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. 👍🏻