I have known Selena for the past 5 years. She has been an outstanding Financial Planner, with a deep knowledge of the finance industry and the trends.
I find Selena to be a very ethical, straightforward, reliable and trustworthy person. When she commits to doing something, she keeps her word and sees it through. And she gives honest financial advice to her customers.
Over the years, as I got to know Selena better, I realized she is not only a good Financial Planner, she also has a big heart. She cares for the downtrodden, for people with no voice to speak up. She has a compassionate heart.
I would like to thank Wendy for her patience in assisting me and my sister in choosing the right policy for our needs. She is very kind hearted person and also hardworking and responsible in her work. Her kindness shows beyond her work when she drop us some gifts during the festive season. Whenever I have doubts, she is always there to respond promptly. Her courteous manner has given us the faith in believing in the products we are purchasing. Thank you Wendy!
In 2012, based on my concerns Xavier had provided me with ample information and explanation on the choices I had. As a result of his advice, I bought a Life policy with critical illness coverage and also Pay Assure benefits. I never imagined that at the prime of my life; also as a new mother, that I was diagnosed with rectum cancer 2 years later and even had the cancer spread to my lungs earlier this year.
It has been a tough journey physically and mentally for myself and the family. Financially, I am thankfully less burdened as I received the payouts from the policy I bought in 2012.Therefore, I am very grateful and appreciative to Xavier for his wise advice and excellent after-sales service all this time. He is always ever ready to help in following up enquiries and issues with my claims even till today. He even helped to recommend Doctors who he felt would be helpful in my recovery based on his own experience with other clients. He is indeed a friend and a valued trusted advisor to me and my family.
Cynthia has time and again proven to be as much a valuable advisor as she is a friend. She is knowledgeable, experienced, trustworthy and passionate about her work. She does her very best to address my concerns and is creative in her solutions. She also goes out of her way to accommodate my difficult schedules and is diligent in ensuring that my best interests are met.
Outside work, I have found her to be very personable and easy to get along with. It has been a real pleasure knowing and working with Cynthia.
Director & Assistant General Counsel