Adeline is a motivated individual who specializes in advising her clients on how they can reduce premiums on their insurance portfolio to free up their cash.
She also believes that investments should be made simple to understand. Because of this, she is part of the investment advisory’s marketing team which focuses on helping fellow advisors turn complex investment theories into simple ideas.
Adeline graduates with a bachelor’s degree in Arts and Social Sciences (Economics) in NUS.
Internal Auditor at Japanese Bank
I first met Adeline about 5 years ago when I was still single, and she has been supporting me through some of the most important stages of my life — from being single, to getting married, and now planning for our growing family.
What I appreciate most about Adeline is that she is a great listener and never pushy. She takes the time to understand my priorities, family needs and risk level before making any recommendations. She is meticulous, patient and never rushes into suggesting a plan just for the sake of it.
As my life and priorities have changed over the years, Adeline has always taken the time to review and adjust our plans accordingly. I’m truly glad to have her helping us plan for our family and our children’s needs. It gives me great peace of mind knowing that we have someone who genuinely understands what matters to us.💕
HR Practitioner
Adeline has looked after my financial planning since 2019, and over those years she has come to advise my mother and my sister as well. She started by educating me - the instruments, the risks, the returns - so that I could decide rather than defer. Recently, she recommended something with higher risk and higher return and I resisted, she did not push. She took the trouble to understand what sat behind my resistance, then immediately came back with alternatives that showed she had actually heard me. That is rare. Her annual policy summary reports are just as clear, and she now holds our family's picture as a whole, across generations. I trust her with it.
Bank Officer
Been with Adeline for 10 years now - she has always been very informative and detailed in her research across all products suitable for my financial needs at different stages of life. Reasonable with her policy suggestion and never pushy. Trust her to do the ground work for me so that I can make an informed decision. Recommend her for long term planning.
