Affable and Proficient. As a current 18 year old student further accumulating his wealth in stocks and banks, I have never had the privilege of meeting with a financial advisor before.
When it comes to insurance and investment, I am pretty much someone with almost zero knowledge and tons of questions, especially in the savings and investment aspect
Genuine Vibes from Kat! Kat has been really helpful and proactive in managing my plans and she shows genuine care and concern towards her clients needs.
I'm very glad that Kat was the one that helped me with my financial and retirement planning. Personally, I don't really bother about these and am very unclear
It was a really great sharing and Kat was able to answer all of my queries! I managed to learnt the different types of insurance plans that may help me