She is a very friendly advisor and reacts fast whenever we need her to check in regards to policy or claims. I would recommend to my friends if they want to get insurance. She is a capable and responsible advisor. I'll continue to support her.
Sales Associate
She is a very friendly advisor and reacts fast whenever we need her to check in regards to policy or claims. I would recommend to my friends if they want to get insurance. She is a capable and responsible advisor. I'll continue to support her.
Grace has great tact and patience when explaining complex instruments to me. She is insightful and keeps an eye for good investment returns for the client. I have held many conversations with her and she is candid in her assessment and perspectives. I thank her and wish her a wonderful year in 2021.
Digital Marketing Manager
I've known Grace for close to two decades and despite our friendship, I have never been pressured to consult her simply because of our relationship. We started having conversations around financial planning when I decided that it was time to review my overall financial health and take my first steps into investing.
In my requests for financial planning, amongst other types of insurance, she has been extremely reliable, trustworthy and client-oriented. She deeply cares about her clients and ensures that my interests and needs are heard. She would go to great lengths to conduct comprehensive portfolio assessments and provide in-depth recommendations best suited to my needs. I’m confident that she has my best interests at heart and would absolutely recommend her to anyone who needs guidance or advice in financial planning!