Biography

Junqi has been in the financial industry since 2011. Having attained professional qualifications of Chartered Financial Consultant (ChFC®) and Associate Estate Planning Practitioner (AEPP®), she is determined to value add to her clients through upgrading and learning from the industry experts.

Junqi believes in providing holistic financial planning solutions for her clients from an independent point of view. With her experience in the field, she is able to provide inputs from both the practitioners' and customers' view to Synergy Financial Advisers' Insurance Product Advisory Committee, which greatly assist in the multi-dimensional approach in the comparison of products.

Ms Karen Sim

Property Officer at EM Services Pte Ltd

Junqi is a consultant that knows what she is doing and only recommend what’s good for her client. She addresses my enquires on various policies professionally. Will definitely recommend her to friends.

Ms Valerie

Engineer at HDB

To me, it's very important that a financial consultant is responsive, able to advise you earnestly and honestly, not pushy, and is in for the long haul. Junqi is one such consultant, whom I feel very assured to have her plan my coverage, retirement, my kid's future, and my mum's health.

She recommends plan according to my needs. Everytime we meet up, she also took the extra effort to print a summary of insurance which I have with her, to go through patiently with me time and again. Seeing that she's committed to her work, it gives me the assurance that she knows the policy well, and would not blindly recommend any plan to me, but one that suits my need and budget.

Ms Suk Ching

Teacher at Ministry of Education

Junqi is a thoughtful and considerate financial adviser. She took the time to look through my financial needs and wants and provided sound advice to help me get a clearer picture of how to achieve my financial goals. She also makes an effort to frequently revisit the plans that I have to ensure that my plans are in line with the latest health and financial policies. Her dedication and commitment allow me to have the confidence and trust that she will be there to assist me when the need arises for me to make claims, knowing that the process will be fuss free.