Juliyah

Yi Ni went above and beyond in helping me understand my investment portfolio. She broke down each aspect into easy-to-understand terms, giving me clear advice on where to invest based on my goals and situation. With her guidance, I feel more confident in managing my investments and planning for the future. She's patient, knowledgeable, and truly cares about her clients' financial well-being.

Gerlyn, Student

Yi Ni is a caring and approachable person when I first knew her. After I found out that she’s a financial advisor and that I needed one, I immediately thought of seeking her consult. She was very detailed in her explanations and never failed to clarify my doubts. I am glad that I found a new friend and an advisor that I can trust!

Preetha, HR

Yi Ni has been extremely helpful in my insurance journey. Having very little prior knowledge about insurance and the coverages, she has made the whole experience so much smoother and easier. She is also very approachable and knowledgeable and that made it easier for me to clarify all my doubts. So grateful to have chosen her as my agent. Highly recommend!

Cheng Hai

Yi Ni reviewed my insurance policies thoroughly, showing me where I'd focused too much on saving rather than protecting myself. Her advice made me realize the importance of having solid coverage before it's too late. Yi Ni's expertise and attention to detail were crucial in helping me secure the right protection.

Deepak & Akshata

Yi Ni and Kenneth were candid and had the right amount of questions to understand our background and needs. They patiently clarified our doubts and paved the path to smart investing. They understood our requirements and suggested balanced plans. Both showed us multiple options and also clarified why these are suitable for us. Glad to have them as our consultants. We wish to recommend them for any future investments.

Kendra, Restaurant Manager

I really enjoyed my time with you. The whole process of talking was incredibly comfortable, as if I were speaking to my best friend. I was also able to clarify my doubts with Yi Ni. Sometimes it’s really hard to ask questions, but she made me feel like I could ask her anything, and she explained everything thoroughly. She ensured that I understood it before moving on. I’m glad to have met you and gotten to know you. ☺️