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.

Bradley H,. Clinical Research Coordinator

Wendy has been there from day 1 of my personal financial planning process, and she is someone who has patiently guided me through all the different policies which are applicable, to find the ones best suited for my lifestyle. Wendy never pushed me to sign up for anything but simply provided me with the necessary information and knowledge to make my own decisions. Knowing that Wendy is overseeing my personal and financial well-being is a big relief as I know that she will keep me informed should there be any changes to my policies. Thank you, Wendy!

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.

Malcolm N,. Operations Executive

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

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!

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.