Raja Vamsi Adiraju, Director

Janelle and Charles have displayed great professionalism to fully understand my needs, carefully designed the financial product to address my main concern. They have given me insightful input on how I can use the financial tools to enhance my financial portfolio. After knowing my needs, they came out with 3-4 proposals for me to choose from. To facilitate the decision-making process, they sent me relevant information and brochures to ensure I had all the required information to make well-informed decision. I am satisfied with the overall experience and would recommend their service to my friends.

Tian Yuan, Civil Engineer

Working with Janelle has been an incredible empowering experience. She is able to express herself clearly and break down complex financial concepts into easily understandable terms, ensuring that I’m not only informed but also confident in my financial decisions. Her responsible and professional approach to financial planning has given me peace of mind.

Wei Song

Janelle is an experienced Financial Services Consultant. Her professionalism, clear explanation, and unwavering dedication to guide young adults like me through critical illness planning are unparalleled. She transformed a complex and daunting process into something manageable and comprehensive. If you’re young adult seeking guidance for financial planning, I wholeheartedly endorse her services.

Nick, Senior Design Engineer

Janelle's very clear with her explanation on my retirement planning. She helped me to visualise by calculating how much do I need for a comfortable retirement life. With that, I have more confidence to take proper actions to move towards my desired retirement goal.

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!

Lawrence Tan

Janelle is a service-oriented Financial Services Consultant. She is equipped with good financial product knowledge and prompt with follow-up. Most importantly, she understands my needs and able to advise appropriate actions need to be taken for my retirement planning.