David, Designer (Consulting)

I felt very comfortable with the overall experience and consultation process. Janelle answered all my business related enquiries about investment and funds patiently. She was able to provide satisfactory and comprehensive answer with the questions posted.

Arnold, Software Engineer

Janelle is persistent with what she is doing. I like her way of doing consultation which is personalised and catered to my needs. We have established a good relationship after meeting for a few times.

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.

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.

Wong Yan Yan, Senior Manager

Janelle's a friendly and approachable Financial Services Consultant. She's professional and knowledgeable in her area of field and I felt very comfortable throughout the consultation process.

Cong Nyugen Thanh, Software Engineer

The overall financial health check session was very good. I could understand and visualise the financial planning journey clearly via the boat story. Would recommend Janelle's services to my friends.