Claire

Yi Ni has been professional and helpful in my financial planning journey, going beyond the mile to provide assistance and advice. Thank you for your insights and happy to have spoken with you 😁

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!

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.

Thiru

I am extremely fortunate to have met Yi Ni during my company's insurance lunch talk. She took the extra effort in reviewing my current policies and did a thorough assessment and identified the potential gaps. Her recommendations and explainations in layman term's gave me the confidence to move forward with her. I would definitely recommend her to anyone in need of exceptional financial assistance! Thanks Yi Ni and greatly appreciate all your assistance!

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.

Keegan

As someone who's accident-prone, injury expenses can really add up. Thanks to Yi Ni's recommendations, I found a perfect plan for someone like me! Her guidance simplified the process and gave me valuable insights into student insurance options, which is a huge relief for someone as prone to accidents as I am!