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. :)

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!!

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!

Archille,. Automation Engineer

I came to know Wendy through a family recommendation. When we met to discuss more on the policies, she did not immediately go straight to talk about what she has to offer, instead, I was impressed by how she was more keen to want to understand me first in terms of my current financial situation and my future plans ahead. With that better understanding in mind, Wendy recommended options that would best benefit me the most and would still suit my financial capacity. Through our conversation, I could tell Wendy is very experienced in her field and I enjoyed how she was candid about sharing her personal experiences and knowledge on finance which I also learnt a lot from. Overall, I could see why my family member strongly recommended me to her and I'm glad to have chosen Wendy to guide me in my lifelong financial journey. Thank you, Wendy!

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.

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! :)