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!☺️

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.

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.

Florence Tan, Finance Department

I am extremely grateful for the exceptional service provided by my insurance agent, Yi Ni. She conducted a thorough review of my current insurance portfolio, offering valuable insights and guidance. Yi Ni's professionalism and expertise were evident as she directed me on the necessary steps to enhance my coverage. I highly appreciate her holistic approach and would confidently recommend her to anyone seeking a knowledgeable and dedicated insurance advisor.

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.

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 😁