Gik

I am very satisfied with the professional and excellent service. The thing I appreciate most is your sincerity and patience in explaining every detail of the product clearly. Your commitment to ensuring that I fully understand the offerings truly sets you apart. Thank you for your exceptional support and guidance!

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!

Filia Lee

Yini has been my closest friend since my secondary school days and she is someone I keep very close to my heart. She is the kindest and most thoughtful person I ever known. She is always ready to lend anyone a helping hand if needed and she would always make me feel so comfortable around her! Yini is a reliable financial consultant with great knowledge of financial planning and she would be the first person I would find for advice!

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.

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.

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!☺️