Wealth Planning

With high EQ & knowledge of her business, Ziying provides professional advices to wealth management as well Insurance protection to me in my retirement planning. The wonderful thing about Ziying is her willingness to assist me without conditions in planning of all my life insurance policies and investment-linked policies. Her social responsibility & interaction with young & old irrespective of social status give me the confidence to engage her service.

Ziying is a gem in this industry! She provides quality advice and recommendations that are tailored to her client’s financial interests. When reviewing existing policies for my parents, she was honest in her feedback and gave detailed explanations to address our concerns. I am confident that Ziying will continue to deliver valuable experience and assist her clients to the best of her professionalism!

Ziying has been providing financial advice to my family and I for nearly seven years. We have found her to not only be responsive to our queries but also proactive in providing suggestions and recommendations. She takes great care in treating each client as an individual and ensures that recommendations are suitable for our own personal circumstances. Whilst she is very thorough and business like she is also sociable, and we would consider her as a family friend as well as financial consultant.

Ziying is definitely one of the rare few financial consultants you'll find, that takes time to truly understand your demographic, future plans and needs, before making the most suited recommendation. I'm still impressed with how she had a detailed and well-drawn up plan for our first catchup, which gave me a lot of assurance to entrust her with my wealth planning and it was truly the best choice I've ever made. Thank you Ziying!

Ziying has been most approachable and helpful so far. She is prompt in taking action and is very reliable so I always can have a peace of mind when she’s handling my accounts. She always takes time to clarify our doubts with patience. I highly recommend her to anyone looking for a good and trustworthy financial consultant.

Ziying has been our financial consultant for 6 years. She has been constantly following up with us to ensure we are sufficiently covered in all aspect. Subsequently addressing the various questions and concerns we may have. We are happy that she is with us towards our next phase of life too.

Ziying is a knowledgeable and trustworthy financial consultant. She is meticulous in her work and have given me multiple advice on the plans to get so that I am well covered. I recall a time when I wanted to do a policy switch. She carefully planned and matched my existing policies such that I did not need to fork out more money annually for the same coverage. I would highly recommend Ziying’s services as she is dependable and trustworthy. I am glad that I am in her safe hands with her service excellence.

Ziying, is the BEST financial consultant! She's professional and a pleasure to deal with. Always has the answers for me and is quick to respond to my emails and phone calls. This is one reason I remain as a loyalty customer.

Many thanks for your dedication towards your customer’s accounts including mine. Good seeds that you sowed so that we can reap the fruits of our labour. I will always remember that you took the effort to travel to meet me at Bishan in 2016 together with Er Jun to encourage me to set up trust funds for it to grow and it did. May all the lives that you have touched benefit greatly. Bless your most beautiful heart!

Thank you Ziying san. I really appreciate your quick turnaround. I imagine the most beautiful part of becoming a financial consultant is that you provide the peace and trust for your clients. That is why I pay USD$13,000 after only spending 1.5 hours with you. Those are intangible value. You build an amazingly high value people network, and those people should keep letting you in those networks.

Ziying is a creative, passionate and dedicated hard worker. She was able to pull off such an amazingly customer centric event for all companies. In my 4 years of doing this from scratch, this was the best Wellness Day.

We are so happy and glad to have Ziying in our life as a friend and a guardian to our financial and retirement pathway too. Thank you for everything and we sincerely appreciate from the bottom of our hearts:)

Ziying is an affable, responsible and responsive person who offers sound, personalised tailor-made advice. Never hesitant to put her client’s best interests above everything else, she has all the hallmarks of an excellent financial consultant, and I would strongly recommend her to anyone with insurance needs.

I feel so lucky and grateful to have Ziying as my financial consultant. Without her, I would have lost hard earned savings from paying medical bills. She has helped me with medical claims more than once, from hundreds to 5-figure sum of claims. She is very proactive and does things for her clients without delay. Really appreciate it a lot. She also advised me on investment/savings plans which are affordable to me and does not push too hard sell policies which I don’t like in other agents work ethics. More importantly, she is very responsive and does her best to help when needed!