Lee & Agnes

Yi Ni is very responsible and professional on her job as a financial consultant. She tries to understand what you need and propose/suggest what’s suitable for you and your budget. She also provides details and summary in an easy to understand illustration after meeting session. She also answers promptly on any queries and provides you with concise answers. Thank you for being our financial consultant.

Hsieh Min Zong, Director of Manufacturing

Despite her young age, Yi Ni displayed impressive knowledge and dedication in tailoring a perfect retirement plan for me. She went above and beyond by reviewing and optimizing my existing insurance portfolio. Yi Ni's personalized approach, attention to detail, and commitment to client satisfaction make her an invaluable asset in the insurance industry. I wholeheartedly recommend Yi Ni for anyone seeking expert guidance in securing their financial future.

Nicole

During a review of my policy, Yi Ni identified a gap in early critical illness coverage. She is now guiding me through my options with great care and professionalism.

Kai Xuan

As someone that is not interested in financial plans, Yini did a great job in catching my attention. Her slides are eye-catching and concise at the same time. All information were also clearly transmitted to me. During the meet up, I was never confused about anything, which makes me want to know more about the other plans. Really appreciate all the efforts she had put in to explain the plans to me! Would definitely recommend her to my friends if they need a financial consultant!☺️

Stephanie

Yi Ni helped me review my outdated policy and identified gaps in my coverage. Thanks to her expertise, I now have comprehensive protection. Highly recommend her services!

Richard and Rachel

I am incredibly grateful to Yi Ni for her outstanding service and expertise. She conducted an insurance summary for my wife and me, which helped us identify our shortfalls and better understand the areas we should focus on based on our hopes and dreams. Yi Ni quickly found a better, more affordable plan for us and helped us better use our money in the bank by securing an investment with higher interest. Her dedication and knowledge made the entire process seamless and stress-free. I highly recommend her to anyone needing exceptional insurance and financial assistance.