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.

Vicki Cheah, Purchaser

I'm thrilled to express my appreciation for Yi Ni, who started as an intern under my guidance and has now become an exceptional insurance agent. Witnessing her professional growth has been truly rewarding. Yi Ni's deep understanding of my unique needs shone through as she expertly guided me to a comprehensive insurance plan that prioritizes women's health. Her dedication and expertise made the entire process effortless. I now feel confident and secure with a tailored insurance plan that aligns perfectly with my well-being. Kudos to Yi Ni for not only being a fantastic intern but also for evolving into an outstanding insurance agent, delivering exceptional service!

Muzhafar, HR

Yi Ni helped me clarify my doubts and answered my questions in a way that even if you have zero knowledge, you would be able to understand. The way she explains and takes her time to ensure that I understand the plan and advise me is so helpful and considerate. To add on, Yi Ni is a very capable Financial Consultant, her jovial and honest personality made building rapport with her a wonderful process. 5⭐️ Would recommend her to be your Financial Consultant! 😊

Tran (Scientist)

I am extremely grateful to Yi Ni for her exceptional service in reviewing my outdated insurance policy. She conducted a thorough assessment and quickly identified gaps in my coverage that I had overlooked. Her clear explanations and personalized recommendations made the process easy to understand and gave me the confidence I needed to make the right decisions for my protection. I highly recommend her to anyone looking for knowledgeable and trustworthy insurance advice!

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.