WALL OF TRUST
Testimonials
Worked with Grace in her previous job and she always had a friendly demeanour, which makes it easy to share my concerns. Through proper understanding, she assists to recommend and does not push products.
She has been very helpful with my policies, assisting me thoroughly in areas I had queries about with the company. She also reaches out actively to ensure I am updated on my policies, which is a welcomed change from my previous consultants. Highly committed to her work, I would recommend Grace to anyone who needs advice planned in their best interests.
Gerald
Investment Bank Ops Senior Leader
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Responsible, reliable and trustworthy, Grace embodies the traits of a great Financial Consultant. She is not only warm and jovial as a person but also precise and accurate when it comes down to business. She conducts herself professionally and displays great patience when dwelling deep to understand my present financial situation and future plans for myself personally and my family as a whole. With her help through our discussions, she has helped me plan for my future with great detail and care to ensure that I meet all my financial goals and have sufficient protection for my family throughout my journey. She is a sincere and true friend and I appreciate all her help and support.
Adrien
Private Banker
Upon my first encounter with Grace, I was immediately struck by her approachable and amiable nature. She took great care to explain the fundamentals of financial planning and the nuances of various policies with remarkable patience. Prior to suggesting any relevant products, she took considerable effort to comprehend my present circumstances, needs, goals, and future plans. Engaging her as my financial consultant has been an absolutely rewarding decision, and I have no cause for regret.
Kah Yee
Engineer
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I have known Grace for a long time as a fellow aerialist, and never once has she bothered me to purchase anything from her. From time to time, I would pop up out of the blue and ask her random questions on a particular insurance-related topic, and she has always given me her time and answered my questions (even as a non-client). Today, we spoke about purchasing a Personal Accident plan for myself. Actually, I was pretty much prepared to simply purchase this myself on Prudential’s website and indicate her as the advisor serving me. I was surprised that Grace wanted to bring me through this personally given that it is a fairly straightforward policy (and therefore a “lower value” one for her in terms of earnings). Our conversation ended up being more than 1 hour! I appreciate the detail and care which Grace put into her presentation of the policy options, and the efficiency in which the purchase was effected (I barely had to do anything, it was great). She took a position as to what was and was not suitable or recommended, and explained it very well. I left feeling that I had made a considered purchase and did not feel pressured or overwhelmed at any point in the process. Another point of note for those considering Grace to act as your financial advisor: she’s been in the field for a while and is a consistent top performer at Pru, which means that she is probably less likely to quit the company/field and leave you hanging!
Shu Yu
Lawyer
Grace has been very thoughtful, always here for us whenever we need help. She is very approachable and you can trust her with our needs, and giving us advices that suit us the best. Beyond that, she goes the extra mile to check in with us. Appreciate that!
Jia Hui & Kexin
Business Owner | Marketing
Grace was referred to me by a loved one just as I was looking to review my insurance policies, consolidate them and solidify my coverage. From the get go, she was amicable, knowledgeable and discerning which really helped when it came down to discussing my financial needs and the sort of products that would benefit me. At no point did I feel the pressure of hard-selling that is commonplace when it comes to financial products, and I felt that Grace listened to my concerns, took them into consideration and was genuine in her approach. In addition, due to previous medical conditions, my insurance journey was a bit more complex than simply signing the necessary documents but Grace was patient and persistent in assisting me in whatever ways she could to make the whole process smooth. Truly appreciated her efforts. I would definitely recommend her as your financial adviser.
Vignes
Doctor
Hello! Thanks to Grace's patience, I gained many valuable insights with regards to my financial planning and how to safeguard myself with the different plans that can be customised (to a certain extent) based on my life priorities. Grace is very responsive to all my queries and requests, never expressing any unhappiness even when I changed my mind about certain plans. What's even more valuable is that she went above and beyond to highlight to me the impact /risk to my decision. I feel very comfortable to share my concerns with Grace and also leave my insurance planning in her good hands :)
Qian Qi
Investment Bank HR
If I were to describe Grace as my Financial Consultant in 3 three words, it be trustworthy , informative and meticulous. During our financial planning session, Grace provided informative insights pertaining to the different plans with credible statistics and highlight the pros and cons very thoroughly! In addition, Grace was also very patient with my questions and gives me different perspectives of understanding that I couldn’t had visualised by myself. I felt really assured and put my trust in Grace as I know she is someone that will have the best interests for her client! I will highly recommend her anytime to my friends who does not have coverage! :)
Mei Yee
Investment Bank Operations
Grace is a very helpful and responsible Financial Consultant to have. The insurances introduced by her are catered to your needs based on your financial capabilities. I am someone who doesn’t understand much about what sort of protection I need for myself but thankfully, I have Grace here to explain and simplify it for me. She is also very meticulous and will go an extra mile to bring the greatest satisfaction to her clients. I am glad that my friend introduced me to Grace and I’m sure whoever has her as their Financial Consultant will feel the same way and will be well protected too.
Jin Yong
Investment Bank Operations
Before meeting Grace, insurance seemed pointless and irrelevant to me, but after a few sessions, i'm now cognizant of the importance and applicability of insurance in my work life. As i start on my new journey in the working world, it's nice to have someone to consult and to show me how i can protect myself financially. She also taught me how to properly protect myself in the right areas, and not mindlessly place my assets in areas that doesn't need it. She also has a warm and genuine personality which sets her apart from the other Financial Consultants that i have come across before. I strongly recommend Grace as a Financial Consultant if you appreciate someone that shows genuine concern and gives reliable and accurate advice.
Jotham
Sales Executive
I am speechless right now. I have lots to say but I am really grateful & thankful meeting with Grace. She helped me when I was going through a difficult page in my life (Surgery & Radiotherapy) No words Grace! Continue to be a blessing.
Meriam
Administrative Manager
I really appreciate every step you take to secure our financial planning. It makes us feel like we are in good hands for our future. We feel safe and informed too. The knowledge that you have and the sincerity you put into your job reflects in our planning. Thank you for being so motivated and honest. It helps us stay on track.
Janani & Srikanth
Investment Bank Ops & Engineer
I really enjoyed working with Grace because she helped me look at my finances from a much more long-term perspective. I now have a much clearer picture of what I have and, more importantly, what I can potentially do with it.
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One thing that really stood out to me was looking at ways to accumulate and grow my savings. Previously, I felt like some of my money was just sitting there when it could potentially be put to better use and eventually help fund the things I want to purchase in the future. Having this session really helped me see that.
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I also really like that Grace has access to different providers through Finexis. No one insurance company can be the best at everything, so having different options gives me greater transparency and a better overall view of what is available. It also gives Grace more flexibility to recommend what is actually suitable for me, rather than being limited to just one provider.
The app is also really helpful! I’m quite a visual person, so being able to see the numbers and projected plans made it much easier for me to understand what my finances could look like in the future.
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I think it would also be great for more friends and family to know about Finexis. I didn’t know much about it before, so I feel like having more awareness of the different options available can only be beneficial. Overall, I feel much more informed and clearer about where I’m headed financially.
Tania Chang
Analyst
Before meeting Grace, I thought the session would mainly be a review of my existing policies. I didn’t expect to find that there were opportunities to optimise my plans and save on costs.
The biggest takeaway for me was being able to achieve around 30% in cost savings by optimising my plans. I always knew that it was probably possible to get better options, but realistically, I didn’t have the time or mental capacity to go through all the information and compare everything myself.
Having a platform like Finexis made that process much easier and more convenient.
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I think my friends are generally quite savvy when it comes to these things, so I can’t say for sure that everyone would benefit. But if more friends and family knew about this, there could definitely be opportunities for them to review what they have and potentially find some cost savings too.
Derrick Lim
Director
Working with Grace has given me a lot more options when it comes to financial planning. I feel like I’m able to save money while still getting the coverage I need, and I don’t feel tied down to just one company. I also like the flexibility of being able to restructure my policies in the future if there are better ways to optimise them as my needs change.
I also feel that it’s beneficial for my friends and family to have their plans reviewed from time to time. The market and products are constantly changing, so it’s important to keep abreast of what’s available and make sure our existing plans are still relevant and suitable.
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Overall, having someone who can look at things objectively and help me understand what has changed gives me greater confidence that I’m making informed decisions with my money.
Jen Kiang
Accountant
Prior to the session, I was mainly expecting to do a review and understand more about my investment plans. But after going through everything, I became much more aware of my overall finances — how much money I actually have and how much I’m paying across all my different plans.
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It was good to have everything laid out and to take stock of where I’m currently at. I think it would be useful for my friends to do something similar as well, especially to find out if there are ways for them to pay less.
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I also liked that everything was calculated through the tools, because it made it much easier to see the numbers and understand where my money is actually going.
Marilyn Neo
Accountant
- Learning about the advantages of buy term invest the rest
- At the end of the day i manage to accumulate more money, compared to a whole life plan, provided i consistently invest from a young age
- Friends - same age can be benefit by learning about this concept.
- Paying less, everyone wants to consider insurance policies, and u have extra savings, good to invest to accumulate your wealth.
- Good platform, unbiased, indpeendent feedback across multiple companies.
Iman Zulhelmi
Accountant