Senior Financial Services Manager
We met Jenny in 2003 through the recommendation of a good friend.
Jenny is our trustworthy adviser who has been giving us sound and timely advice so much so that we are able to work towards a suitable retirement plan. Jenny is consistent in her advice and assists us in monitoring our portfolio.
She is forthcoming and clear in the priority of our needs, such as the need for adequate medical insurance before any investment is made, and lets us know in spite of at times being a painfully honest advice. She is thorough as she analyses our financial needs in detail in terms of what we should or should not do. She is market savvy as she makes great recommendations according to our risk appetite.
She has given us good advice in our overall financial planning in the areas of insurance as well as investment. Under her recommendations, our investment portfolio has grown steadily.
Her friendly service and personal touch goes beyond just selling insurance. She handled our claims and expedited the process when I suffered from two heart attacks. It shows that she truly cares for her clients.
“She is forthcoming and clear in the priority of our needs, such as the need for adequate medical insurance before any investment is made…”
I have known Jenny for about 10 years. She is caring and friendly yet professional and knowledgeable. I have found her advice to be sound and it is always tailored to my needs.
She is prompt in answering my enquiries and assists me whenever I need help. Jenny’s ability to explain complex financial matters to me in layman’s terms has been invaluable. She is always helpful and sincere in recommending only the best for me.
A very dependable friend when I need advice and guidance over the years. Thank you for your patience and excellent service.
I met Jenny through a common friend back in the late ‘90s and she has been my adviser ever since. She has played a pivotal role in managing my family’s health care and insurance policies, and to also review on our plans (every alternate year) to ensure that we have sufficient protection coverage. Over the years, we have benefitted from the Hospitalisation & Accident benefits and without Jenny’s strong recommendation, we would have suffered a great deal financially.
My family’s experience with Jenny is beyond words. She is more of a friend than an adviser after working with her for more than 20 years. Her work ethics and integrity have impressed me all these years and I will not hesitate to recommend her to anyone who needs an adviser to manage their family financial planning.
“Her friendly service and personal touch goes beyond just selling insurance. She handled our claims and expedited the process when I suffered from two heart attacks. It shows that she truly cares for her clients.”
Jenny has been my adviser for more than ten years. She has always been prompt, competent and diligent in her follow-up and advice. Recently, I was hospitalised twice for nearly three weeks in a private hospital. I was really thankful to have my hospitalization expenses covered under the plans Jenny advised and recommended me. It is stressful and worrying when we get sick; I am blessed to have had the advice from Jenny on the policies to buy to take care of the medical expenses.
My wife and I are very pleased with the professional advice provided by Jenny. Jenny is sincere and thoughtful. She spends time to understand our needs and matches them with suitable products. Similar products are presented in a well organised, clear and straight-to-the-point manner. She highlights the benefits and key points for each of the comparable products that helps in making decisions.
“Jenny has always been able to distill the requirements and considerations into clear and simple facts for us to consider.”
Jenny is a conscientious and diligent adviser. We have known Jenny for the past 10 years. She is patient and spends time with us to understand our needs and walk us through the options that we have in planning for the future.
Being a family with busy schedules, we often find it hard to follow through the daunting details when considering a policy. However, Jenny has always been able to distill the requirements and considerations into clear and simple facts for us to consider. She has exercised good judgment; articulate ideas well and is extremely patient with all of our family members.
We trust Jenny wholeheartedly. She is privy to our assets and liabilities. She has approached our policy needs in a holistic manner and has been professional in her advice to meet our comprehensive needs.
We have no hesitation in recommending Jenny to our friends who need financial consultation.