Jiayin,. Admin Executive

I got to know Wendy through my spouse, and my first impression of her was friendly, bubbly, and yet she has the professional knowledge to be able to answer my questions relating to insurance and provide suitable recommendations. Wendy managed to recommend some plans that are suitable for my current age group and personal plans. She is always there when I need help, which is a relief for me, as I have never submitted a claim before. Wendy is always quick to reply, even if she is overseas, she always tries her best to help. So far, my claims have been approved fuss-free as Wendy was able to provide clear instructions on how to fill up the form. I would recommend Wendy as your lifelong financial consultant, you will be in good hands :)

Akshobh G,. Director of Client Services

Wendy is a very affable kind and caring person. Even though I have left Singapore for work, she constantly stays in touch and keeps me updated. My favorite insurance agent!

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.

Wendy L,. Shipping Clerk

Wendy is like a friendly sister to me. Apart from handling my insurance, Wendy also shows her care for my personal issue such as career growth. Would definitely recommend her to friends and family who need her professional advice.

Bao Chuan,. Translator

I first met Wendy online through Zoom because it was during the C19 times that she began managing my portfolio. She listens to her clients, not just for the financial planning process but also for your overall preferences (such as me being an introvert and preferring to do most things over text, except when we do our annual review)! As I started my financial planning journey quite a while ago, Wendy helped me see the areas that were weaker at my current stage in life, such as planning for when I get older because, let's be real, our retirement ages are getting older too, and what worked for me 10 years ago may be a little bit lacking now. Wendy is an easygoing and approachable person. She isn't pushy, but she shows me all the options available and lets me make the decisions myself. She makes our meet-ups convenient and is totally open to even meeting me at a pavilion near my house when my place isn't available. 😂 Wendy is a good consultant to have (even if it's just in your contacts!), especially for the ladies, because she knows what you need and you don't have to worry about your questions being silly as she answers complicated concepts in a way that you'll understand."

Anqi,. Customer Service Officer

Wendy was patient and helpful in explaining to me the financial planning process. She told me that it is important to plan ahead for the future by starting early, especially when we are healthy. I like that her explanations are clear and easy to understand. Hence, I have chosen her to be my financial consultant.