“Grace has been my advisor for more than 10 years. She is knowledgeable and genuine. I appreciate her dedication and patience in helping us find the right solution after serious analysis and consideration of our current situation. Grace takes the time to explain the details of my current plans and helps me understand the many jargons involved so that I will be in a better position to make the right decision. She does not hard sell and gives us ample time to consider her recommendations and will always be there to provide support whenever we do have questions. As one progresses in life, our financial commitment changes. It’s imperative to review our financial plans with the help of an independent financial advisor who will be in a better position to provide an expert opinion and ensure our plans are aligned with our current financial goals and needs.”

Dr Chung

“Grace spends good efforts to understand my financial goals and needs, from wealth management to insurance. I learned a lot from her. She has gained my trust and I can leave the rebalancing of my investment portfolios to her. She is also genuinely concerned about our health insurance. That impressed us. Keep up the good work!”

HK Ng

“Grace has been my financial consultant for at least 10 years. She is honest, patient, knowledgeable and dedicated. She is prompt and patient in replying to any queries raised concerning the various financial products even when the discussion stretches over a few weeks. Also, Grace does not hard sell but is willing to provide honest feedback to ensure that I can make an informed decision. She demonstrated strong expertise especially in the aspect of risk management as she is able to pinpoint gaps in my insurance coverage due to recent updates and advise what can be done to address these gaps. It is evident that Grace gives her best to fulfil her role as my financial consultant and I would like to commend her for her dedication.”

ZJM