Got to know Amy through my niece. She helped me with my will and LPA. A nice and friendly lady. Helpful too.

Initially, Amy was helping us with our Will and now she's our trusted financial advisor. It is a privilege having her as our financial advisor especially in these unprecedented times where navigating the complex world of finance can be daunting but she's able to clarify the doubts that we have. We feel that our finances are now better cared for and we have her to thank.

Amy is a very pleasant, responsive and hardworking professional, and it has been a good experience dealing with her. The Estate Planning has no impact on my Will. Nonetheless, the Insurance Portfolio and Retirement Income Stream exercise has given me a good idea of the adequacy of my insurance coverage and my retirement plan. Overall, it has been a worthwhile exercise, but quite a lot of time needs to be set aside to do this. I am also glad to have finally done my revised Will, which gives me a peace of mind especially during this Covid period.