Biography

Ms Yvonne Lee

Finance Manager

Jennifer is a very professional and understanding financial advisor who provides excellent services. She explains the products in detail and gives good advice on the suitable plans that meet my needs. Whenever I have any queries, she is always very helpful and responsive.

Moreover, Jennifer has done more than being a financial advisor to me. When I had a knee issue in 2021, she recommended an orthopedic specialist to me and even accompanied me to see the doctor. She never failed to follow up on my knee issue until I recovered. This shows her caring and attentive nature towards her clients.

Besides, Jennifer is also a competent financial advisor who arranges periodic portfolio reviews to ensure that my existing policies meet my current needs. She keeps me updated with any changes related to my insurance plans.

Overall, I feel very appreciative of having Jennifer as my financial advisor. Her professional and quality services have been invaluable to me, and I strongly recommend her to anyone who is looking for a reliable and caring financial advisor.

Ms Ivy Ng

Hr & Admin Executive

Jennifer is a very helpful and responsive financial advisor. She updates me on any changes to my financial portfolio and provides the best advice according to my financial circumstances. With her explanation, I understand more about the insurance plans I have purchased. She also provides a financial portfolio summary for me to have a comprehensive record of all my policies, including those not under her care.

Jennifer has also done more than just personal financial planning for me. She went the extra mile to provide me with a corporate insurance quote in 2022, even when she was overseas. I truly appreciate her professionalism and dedication.

Mr Anthony Lee

Finance Manager

Jennifer was my ex-colleague in an accounting firm, her work attitude and quality gave me confidence in her.

I approached her to understand the insurance policy in Singapore, and what I appreciate most is her detailed explanation without any hard sales tactics.

Jennifer is knowledgeable and caring, which are the ultimate factors I look for in a financial advisor. She always keeps me well informed of updated insurance matters and responds quickly to my queries. Moreover, Jennifer has reviewed all my insurance and financial plans, including those not purchased from her. She is generous and kind enough to explain every product I have and provide a clear overall picture of my financial risk portfolio. She also arranges periodic portfolio reviews with me and updates me on any market changes to ensure I am aware of those changes.

Overall, I highly recommend Jennifer's services as she truly cares about her clients and goes the extra mile to ensure their financial well-being. I am very happy with the services she has provided me, and I have complete confidence in her expertise.