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.

G,. Clerk

Wendy is an efficient financial consultant who explains the policies thoroughly, clearly, and most importantly patient while engaging me. I am assured that I am in safe hands with her as my Financial Consultant.

XQ,. Customer Service

Was pretty skeptical about insurance at first but after talking to Wendy, I felt that having coverage is important. She is not a pushy agent that only wants sales but she looks at what’s my needs. Her product knowledge and her after-sales service is good 😊

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.

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."

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 :)