Featured Advisers

Testimonials

Delighted Clients

APEX ADVISORY GROUP

Financial Service Manager

Like many of you, financial freedom and security are also important to me. Hence, I am very grateful to be under Genevieve’s care. As a client and friend of hers for over a decade now, Genevieve has definitely been a major part of my financial journey – from helping me with my very first insurance policies prior to joining the workforce, to educating and equipping me with knowledge, and most importantly sharing practical advice and insights tailored to my needs and (different) life stage.

She always takes the time to patiently explain the rationale behind her recommendations (including advantages and risks, which makes her advice holistic!), share anecdotal experiences and listen to my concerns.

She is trustworthy, highly relational and well-qualified, and that’s why I’ve been very happy to recommend her to family and friends and will continue to do so. Thank you for everything Gen!

Jonathan Wee
Lion Global Investors

“Genevieve has definitely been a major part of my financial journey.”

I met Gen shortly after joining the workforce after graduation. As is normal between strangers we took time to build up the trust between us. This was aided in major part by the deep knowledge that Gen was able to show in discussions during our meetings.

Gen was open to feedback from me not only about the wealth plans but also about various facades of the wealth and insurance industry and even about herself. Seeing her being able to act on feedback is great. She is also able to understand my needs for details and provide them for my decision making.

Gen has been very caring on various occasions and we had many celebrations whether it’s financial success or even personal milestones. I look forward to many more such celebrations in future.

Leon Poon
Merrill Lynch

“Seeing her being able to act on feedback is great. She is also able to understand my needs for details and provide them for my decision making.”

I was introduced to Gen by a friend when I needed investment advice back when I first came over to Singapore years ago. She has since been a trusted adviser over the last few years because she is very reasonable and always plans according to my capability. She is not forceful but very patient to ensure that I understand the terms and the pros & cons before any investment agreement takes place.

So far, I am very satisfied with her advice and service as she is professional, honest and trustworthy. I would definitely not hesitate to refer her to my close friends and family.

Hang Ee Laine
Head of Marketing
Subway SEA & HK

“She has since been a trusted adviser over the last few years because she is very reasonable and always plans according to my capability.”

IPP Financial Advisers Pte Ltd

 

78 Shenton Way #30-01 Singapore 079120
Tel: +65 6511 8888 | enquiry@ippfa.com