Ken Tan, Software Engineer

As someone who values clear communication and personalised financial advice, I used to feel overwhelmed by the thought of addressing my family’s financial needs. Thankfully, I connected with remarkable financial services consultant, Janelle. She’s been follow up with me to arrange appointments consistently, and addressed my financial concerns with appropriate solutions. Her fluency in Mandarin not only put me at ease but also allowed for detailed discussion.

Daniel, Student

After meeting with Janelle and Nicholas, I now have a much clearer understanding of my current portfolio planning. They provided a comprehensive summary of my policies and thoroughly explained the benefits and coverage I have. Overall, my experience with them has been both pleasant and insightful.

Kavitha

Janelle is a nice lady. She presented the solution in an understanding way after identifying my needs. I felt relax and comfortable throughout the financial planning consultation.

Suh Jeng, Chemist

Janelle is very patient and friendly. I felt very comfortable throughout the discussion. She explained everything in detailed and clearly, and would provide professional advice. She would understand my needs first then recommending suitable solution that could fit into my current portfolio.

Thomas, Software Engineer

Janelle has been patient enough to explain the various policies and its benefits. She is consistent and meticulous in the various illustrations of investment/saving plans. She keeps communicating and manages the timing of all appointments well in advance. Thank you!

Fugen, Event Planner

Janelle provides holistic financial planning. During the consultation, she would understand my background and requirements first before suggesting or recommending. I felt respectful and comfortable throughout the consultation process.