Rae

As a fresh graduate, I feel it is important to know how to plan your financial and savings well from the start. Thus, I felt fortunate to meet up with Janelle to understand and know about financial planning. She is very professional and kind and resourceful in her work. She shared with me on how to plan my personal financial portfolio by showing me the timeline with life goals. I could fully understand the entire process and what can be done to ensure the financial stability at different life stages. Thanks Janelle!

Denyce, Optometrist

Janelle was recommended by a friend of mine. She is friendly and professional with her approach. During the consultation, she listened to my needs and presented the solution in simple and understandable manner. I’d recommend her to family and friends.

Eve, Trainer

Janelle is a very responsible person. She knows that financial services is a career that can help and impact many people live positively. She always knows what her goals are and is very serious about it. I will not hesitate to recommend my friends who need her financial planning services.

Farihin, Project Manager

Janelle is a good listener. She was able to understand my needs, made appropriate recommendations, and prompt with follow-up as well. That's differentiated her from other Financial Services Consultants who I've met before.

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.

Eric and Susan

Janelle is amazing! She's a kind and helpful Financial Services Consultant. She's very approachable and knowledgeable with her products. Most importantly, she's not pushy and able to deliver the whole financial/insurance planning in a simple and straightforward manner.