It has been a blessing to meet Grace. She helped reframed my perspective of money management and reshape my approach towards investment. I enjoy working with Grace as she is active listener and prioritizes my needs unlike other Financial planners who prioritize what they want to sell. Grace offers practical advice and pragmatic approach to investing that aligns with my needs. Since working with Grace, I have seen my portfolio grow quarter on quarter, generating dividends and capital gains that contribute towards my retirement planning. Thanks a lot, Grace, for the awesome partnership!

Before working with Grace, I have had agents handling my policies previously that were pushy, and when issues occurred their responses were not prompt. I find the financial planning process was smooth and easy with the help of Grace. Grace is very helpful and will go all the way to help even if the policy was not under her portfolio and is extremely approachable too. My best takeaway is an ease of mind, knowing my policies are in good hands and if issues occurred Grace will definitely be around to resolve them.

My Financial advisor is Grace Wong. I met Grace in 2019 on behalf of my elderly mother. I had no intentions to take anything for myself as I did not understand anything about financial planning and couldn't be bothered. I work as a sales and marketing executive and am usually busy the entire day, with little to no time for myself, let alone think about financial planning. Not to sound like I am exaggerating, but honestly, meeting Grace has changed my life in more than one way. For someone highly unbothered with financial planning and who had no clue what it was, now I know what I need and what I want, with clear goals in my head. Grace never failed to always really invest her time into helping make sure I understood anything and everything she was saying. Every one of my questions was addressed and answered before she left any meeting or phone call. Grace is someone extremely passionate and genuine with her work. It is not easy to find someone genuinely interested in helping people with a huge heart. I am blessed to have met Grace, and she has become much more than just a financial advisor to me; she has become a good friend and sort of like an older sister that I trust a lot. Grace is straightforward, and I love that about her because even if what she says sometimes may not be what you want to hear, you know that she has only the best of your interest in her heart.