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.

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 😁

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.

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!

Jian Teck

Had an insightful conversation with Yi Ni during our first meeting! She genuinely listened to me and made me feel heard. Her attentiveness and understanding left a great impression, and I look forward to working with her in the future!

Patricia

I’m glad that I decided to meet up with Yi Ni to discuss my insurance coverage, if not I would not have known that I was underinsured! She was able to devise a plan that suits my needs (critical illness, hospitalisation and accident) and is within my financial capabilities, not to mention that she went an extra mile to prepare a PPT to help me visualise things better. I definitely feel more confident about my coverage now and would totally recommend her services 👍🏽