Isabel H,. Learning Support Educator

Having had other FCs approaching me with hard-sell tactics and reading some online horror stories has made me quite wary of the insurance world in general. After meeting Wendy, my views have changed. Wendy took the time to understand my financial commitments and goals, before recommending plans that were best suited for me. She was thoughtful and meticulous, and what made the planning process even more comfortable was that it felt like I was speaking to a friend that cares. I’m glad that I’ve decided to go with Wendy as my FC, and I would recommend her to anyone who is looking for an FC with a drive to make their clients’ lives better.

Rachel Oh,. Accountant

Wendy has a very helpful, independent, and outgoing personality, she is always very responsive and able to advise and provide clear explanations on my queries. You can really tell how much effort she put into her work and always go the extra mile.

Winnie Y,. Senior Sales Executive

Wendy is very friendly, helpful and an understanding Financial Consultant. She listens patiently and would advise appropriate planning that will suit both your budget and needs. I would recommend her to family and friends who is looking for financial planning!

Alice,. Trade Finance

I knew Wendy when she was just a little girl. I have the privilege to witness her growth into a mature and highly professional individual, both personally and in her career. Wendy listens attentively to my needs and concerns before crafting personalized financial plans tailored to my circumstances. She has impressed me by sharing her knowledge of the financial markets, investment strategies and retirement planning which is totally different from other old-school financial consultants. Her combination of expertise, client-centric approach, and personal qualities make her an invaluable asset to anyone seeking financial guidance and planning. I wholeheartedly recommend Wendy without any hesitation.

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.

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.