Malcolm N,. Operations Executive

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

Jean G,. Student

Wendy is a very knowledgeable, reliable, and trustworthy financial consultant in her industry. She is pleasant to talk to all the time. Wendy also gave advice and suggestions to individuals based on our needs! :)

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.

Crystal,. Cabin Crew

Wendy is a friendly, kind and professional financial consultant. She will be more than happy to guide and help me understand my financial planning. I don’t feel pressure to ask questions and she will let me take my time to make decisions.

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.

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!