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.

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.

Joanne J,. Executive

Wendy has been able to provide insurance planning and advice for me. She is very knowledgeable in her profession and is a pleasure to work with as well. A great community booster, Wendy likes to stay in touch with what’s happening and usually gives updates. I am glad to call her a friend and would highly recommend her as a Financial Consultant.

Rachel G,. Assistant Manager

Wendy isn't just a financial consultant, but a friend that you can definitely have beyond just business. Is like having a friend walking through this financial planning with you, giving you the right options that you can choose to suit your needs in your life. Apart from good financial knowledge, it is definitely the personal touch and great interpersonal skills that Wendy has made the whole experience more assuring and comfortable.

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.

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!!