“Klaire is very responsive and always think for her customer interest first. This is very crucial as she is not after her commission only by disregarding our welfare nor protection. She can give good advise and offer the right plan for me. When in urgent need of her help to check out on my plan entitlements etc, she will go all out to check for me and make sure I get everything covered. Really appreciate her professionalism and personal touch.”

“I'm someone who doesn't like to be pressured or pushed into a decision. I like to have ample research done and with good choices laid out clearly before things are set into stone. And that's exactly what Klaire did for me. Never once did she put me into a corner to decide or even use negative push factor to make decide quickly. She makes me know at the end of the day is my choice. It was my first time meeting such a financial advisor after having many before that. I never turned back! I always felt she is always there for me. I remember one time I was asking her about maid insurance and I had some issues about a maid coming into Singapore. She went above and beyond to help me ask her contact who was a maid agency owner to ensure this tricky issue was resolved. A friend in need is a friend indeed!! She's more than a financial advisor, she's also a great friend. Thank you Klaire for more than 10 years of friendship!!”

“I got to know Klaire through one of my friends more than a decade ago. Back then, I was still a loyal client of my only (ex-) insurance agent. I occasionally met up with Klaire whenever she calls for a catch up. During those sessions, Klaire spent most of her time listening, understanding my life, my challenges, aspirations and most importantly my financial planning needs. Never was she pushy, nor make me a client at any point in time. Instead, we became friends before she became my financial advisor! What changed the tide was when my son got hospitalized when he was around 3 years old. Back then, I had yet to purchase any Medishield upgraded plan for him (as my (ex-) insurance agent did not suggest to do so). Thus, when my son got hospitalized, the medical claims and bills became a worry for me. As I was not familiar with what sort of basic coverage my son had, how much of the medical bill we could pay using our medisave etc, I was anxious on the potential bill we might have to bear. I then approached Klaire and sought her advice. I was touched when she made an effort to visit my son, and also guided me on the claims we could make for the medical bills. She also advised me to consider getting a medishield upgrade plan for my son for a peace of mind. And yes, I took her advice and purchased my first policy with her shortly after my son’s recovery! Since then, I never looked back. Every single insurance/investment policy I purchased thereafter was via Klaire, after discussion and reviewing what Klaire painstakingly proposed. She made sure that the proposed policies or plans not only fits my financial aspirations but also not overburden me financially. That said, Klaire NEVER hard-sells! There were countless times when she proposed a plan but not taken up by me due to one reason or another. Her professionalism, understanding and patience is what I greatly admire. Above all, her sound knowledge and expertise in what she does makes her shine like no other advisors. Through the years, Klaire has helped me in various situations including assisting in claims (even for policies not purchased from her!), following up with insurance companies for various requests, as well as providing advices whenever I needed. I am very thankful for all the help she has rendered over the years! A financial advisor is someone, who is not only willing to listen and provide sound advice, but also someone you can trust for your financial planning. I have found my Trusted Advisor in Klaire, I am sure you would too! ”