My heartfelt gratitude to my financial advisor, Kathleen who has continuously demonstrated professionalism for all my enquiries. Often, I will be either caught up with last minute meetings or urgent children matters and have to miss appointments with her but Kathleen remains patient throughout. Her thoughtfulness and efforts at providing a high level of customer service also impressed me greatly. My family and I were happy to receive her care pack consisting of masks and hand sanitizer, as well as the monthly update of general insurance information.

Kathleen has never once pressured me to commit more than I can afford for my current situation and makes me feel very comfortable in explaining my situation with her. She is also quick to understand and empathize without judging and gives good advice for the best interest of my children's insurance needs. With Kathleen's professional advise, I also no longer have to worry about my children's hospital bills or our finance during raining days. I highly recommend Kathleen to anyone for any sorts of financial planning!