I was unclear about the benefits of estate planning and get to know Amy via a workshop. Amy was professional and patience, addressing our concerns. She dispenses very clear guidance how we could structure the legacy planning

I attended online Workshop “Unlock the True Value of Giving with An Estate Planned Will” in 2022. Amy was assigned as my estate planner to help me prepared my Will & LPA. During the preparation phase, she guided me patiently with the paperwork and finally my will & LPA was completed successfully. Subsequently she has helped to review my financial/insurance portfolio/retirement planning. With her guidance, I am now more assured that I could achieve my retirement goals. Greatly appreciation her services!

Before I met Amy, my insurance was managed by a relative whom I believed would provide adequate care. Unfortunately, being family didn’t translate into the level of attention and service I needed. This led to financial losses after investing my CPF, with no proper explanations or follow-up. Initially, I thought familial ties would benefit my finances, but it proved otherwise.

Fortunately, I met Amy 8 years ago when I was organizing insurance talks at my previous workplace. I decided to engage her services, trusting her with all my insurance and financial planning needs since then. Amy’s guidance has been invaluable—I avoided significant expenses during a biopsy earlier this year, and my CPF has grown steadily under her management. With her help, I’ve also started investing and planning for retirement, feeling secure knowing she regularly reviews my investments and insurance to keep us on track.

Amy isn’t the type of financial advisor who pressures clients into unnecessary purchases and disappears afterward. Her consistent follow-up and genuine care have made this journey reassuring and immensely beneficial. I am deeply grateful to Amy for her expertise and support; things wouldn’t be as positive without her!