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.
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.
Vice Principal
Adeline is warm, genuine, approachable and puts her clients’ needs first. She is sincere in her advice, patient in explaining things, and never makes you feel pressured to make a decision. Her caring and personalised approach made the whole process feel comfortable and reassuring. I am truly grateful and would highly recommend Adeline!
