Ernest, Adjuster

Thanks to Michelle, I finally have a clear and achievable financial roadmap. She simplified complex financial concepts and provided me with strategies that matched my risk tolerance and long-term goals. It’s rare to find someone so skilled yet approachable in the financial world.

Doris, Educator

Michelle always carries herself in a professional manner and possesses the relevant knowledge to answer all of my queries. Moreover, she backs up her advice with statistics and credible sources, so the information that she shares are reliable and accurate. She doesn't dive straight to "selling" me any plans. In fact she put in a lot of effort listening and understanding me. This got me comfortable to seek all sorts of financial advice from her ongoing forward basis.

Chris, Business Owner

The first impression I have on Michelle is that she is very friendly, patience, confidence & knows her products very well. The reasons I took up plans with her even though I have other advisors is because I feel very comfortable with her. Most importantly, she is full of patience in explaining and understanding what my needs, wants and requirements. We need more financial consultants like her in this industry. So thumb up for the good work & services !

Yong Kang, Project Engineer

Not only is Michelle our preferred advisor, she becomes our best friend. Her thoughtfulness and caring personality outshine her from people we met. She will shower us with regards and concerns, witnessing milestones in our lives. We are thankful to have met her and having her handling all our financial queries. Both of us would like to thank you for all the awesome work you have put in, and taking care of us in a such a good timely manner. We definitely recommend Michelle to anyone who is looking not just an advisor, but also someone who will be there for you when you need the most !

Maylinda, Banker

Michelle is a very sincere and honest financial adviser that will not push or hard sell her clients. I used to dislike insurance agents until I met her because in my perspective, insurance agents only care about sales targets and commissions. Even though I did not take up any plans after meeting her (as I wasn't ready), she was still very helpful and always ready to listen and address any issues or problems I encounter. She will provide me her most genuine advices, constantly reminding me not to overbuy as she understand my life and current financial situation. She is the only financial adviser who is able to convince me, a non-believer in financial planning, to someone who is now very enthusiastic in planning for myself and my kids. You will not regret meeting her and she will definitely value add you, just like how she did for me !

Glenn, Business Development

Great to always having Michelle to oversee my financial reviews and to advise on my plans !! Keeping it real and down to earth for clients’ wellbeing and always looking out for them both short term and long term 💪🏻💪🏻 The first impression & vibes she has given me when we first met was very comfortable & warming. I never felt more relieved knowing my financial standings and she will make me feels more confident on embarking my next financial move !! Thank you for being my advisor, feels good to have a safety net I can always ask and rely on 🙏🏼🙏🏼