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.
We are very thankful to have been introduced to Adeline! Adeline was able to provide us great insights and recommendations on policies that were best suited to our needs and well within our means. Throughout the process, she has been very patient and professional in addressing all of our concerns and queries. Would definitely recommend Adeline to our friends and families!
Programme Manager
I got to know Adeline through a friend many years back. At the time, I was not looking to boost my insurance / investment portfolio so I did not engage her advisory services immediately. However, she left a good impression on me with her professionalism and we kept in touch. Fast forward to today, she holistically looks after my financial portfolio and holds herself to high standards as always. She shows initiative to understand my latent needs and addresses concerns very promptly. I can also count on her for a fair assessment on market outlook, and other investment-related advice. Glad I got to know her, and would definitely recommend her!
Senior Consultant - Digital Solutions
Adeline is very detailed in helping me to understand every policy that I have and planning for my financial goals. She clearly knows her stuff and is one easy going person that do not put pressure on me for any policies purchase. She also work very efficiently and is very responsive to all my questions. Definitely recommend her and wish that I would have known her earlier.
