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.
"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
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."
Ms Susanna Tan
"Junqi has been the most helpful and caring adviser. I got myself into a most unfortunate accident this year, Junqi was efficient in submitting my claims and always checked back to ensure I was recovering well. She keeps us up to date whenever an insurance plan that serves us better comes along, be it with higher coverage or cheaper premium. At the same time, providing us with ample time to think it through before committing. I can always trust her with our insurance needs. I have recommended Junqi to my family and friends and I hope more will enjoy Junqi's service as much as I do."
"Junqi is very approachable and responsive and responded to my multiple queries on the policies to ensure that I get the appropriate ones. She recommends policies which are targeted to one’s needs and not too excessive. I finally stopped shopping around after engaging her. Thanks Junqi!"
Ms Karen Sim
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 Yvonne Chew
"I met Junqi in a Baby Fair, and bought a Mum's plan under her service. Both my husband and I are extremely pleased with Junqi's service, attitude and patience. Since then, we engaged her to assist with all our financial planning. We have also recommended Junqi to our friends, as we truly appreciate Junqi's sincerity. Keep going, Junqi! Thank you so much!"