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I am extremely grateful to Yi Ni for her exceptional service in reviewing my outdated insurance policy.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!

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 😁

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! 😊

Alexander

Yi Ni took the time to go over my portfolio with me, explaining everything in a way that I could understand. She also advised me on the available options based on my current situation. Not just that, she also did up a summary for my insurance polices!

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.

Keegan

As someone who's accident-prone, injury expenses can really add up. Thanks to Yi Ni's recommendations, I found a perfect plan for someone like me! Her guidance simplified the process and gave me valuable insights into student insurance options, which is a huge relief for someone as prone to accidents as I am!