What clients are saying

I’m grateful to have the trust and opportunity to walk along the financial journey with many of my clients. Here’s what some of them shared about their experience working with me.

Friend as well as trusty financial advisor

I’ve known Yong Hui for almost 10years and considered her a friend as well as my trusty financial advisor. Without her sound advice and gentle nudges, I would not have started actively thinking and planning for retirement as well as my children’s education funds. I highly recommend her to anyone who needs financial planning or insurance advice.

Sit Mei Fang

Marketing Manager

Passionate and committed to client’s needs

YongHui is very passionate in what she does and committed to her clients’ needs. She’s professional and truly listens. Her positive attitude brings joy to our conversations. It’s a pleasure working with her to address what best suits my insurance need.

Charmaine Tso

Director

Helpful professionalism and knowledge

Love working with YongHui! Her professionalism and knowledge has been immensely helpful to me to start my financial and wealth planning journey! Thank you!

Sylvia Siu

Principal Partner Manager

Trustworthy and reliable

Yong Hui is a trustworthy and reliable financial planner which my family met 10 years ago. We met her to discuss options on financial planning for my family as well as investing our money. I found her to be competent and personable. She was able to explain things in a simple and concise manner for me to understand.

On a more personal front, she has a great personality. Her frank and forthright nature makes her suited for her current role as a financial planner. In addition, Yong Hui is always available to clear our doubts whenever we have financial and insurance queries which is a critical and contributing factor for us to entrust her as our financial planner.

I have no hesitation in recommending her services with complete trust and I look forward to a continued relationship with her.

Ray Lau

Chief Information Security Officer

Looks out for clients’ interest

Knew Yong Hui from my first job when she gave an insurance talk in 2013. I found her approachable and friendly on-stage and off-stage. She then became my trusted financial adviser starting from Life and Medical insurances. As I grew in my career, I did my first retirement investment policies with her and she has been updating me on my fund performance every 6 months to 1 year. As I was new to such investment schemes, she guided me when I tried to “self-service” by changing funds without fully understanding the impact. I was grateful she looked out for her clients’ interest when there are policy changes. She’s now part of my emergency contact card in the wallet I carry daily because I know I can count on her when something happens to me.

Davis Li

Solutions Engineer

Caring, approachable and attentive

“I knew Yonghui for almost 10 years, since during my uni days in 2008. She come across as someone who is knowledgeable in the field of financial planning and is always sharing with me the latest product available. She is caring, approachable and attentive to what I am looking for and will only recommend the types of policy I need. Yonghui is motivated in serving and providing her best to all her clients. It’s also assuring to know that your insurance agent is in it for the long haul and she is always a phone call’s away. Plenty of experiences where Yonghui has gone the extra mile to serve me. Yonghui would always find out more details about an individual, for example his/her occupation, marital status, family members and at what stage in life a person is before introducing any policies. I have learnt a lot about the basics of insurance coverage, investments, etc whenever we meet up for a catchup. I would recommend Yonghui to my friends who are looking to get themselves covered because of the reasons that she is truthful, caring, knowledgeable and is easily contactable too. Over the years, we have forged this strong friendship and I can’t ask for a better friend to be my insurance agent as well.”

Owen Lee

Entrepreneur

There to guide me every step of the way

Yong Hui has been a huge help in my financial planning journey. Starting this process as a fresh grad was quite daunting at first, however, she was there to guide me every step of the way. She is extremely knowledgeable and is able to tailor her advice based on the needs of her clients. She is very approachable and always willing to go out of her way to help. I highly recommend Yong Hui for your financial planning.

Sarah Koh

Doctor

Her Honesty Wins our Respect and Trust

“The 3 key qualities that makes a good Financial Planner: “Responsive”, “Reliable” and “Customer first”. Yong Hui possesses it all. She is always there for us whenever we need help on insurance matters, hospital admission, and even claims. Yong Hui never fail to reply to our text messages and calls promptly – especially when we need advice during an emergency. She’s a responsible insurance planner who truly cares for her customer even after-sales and never hesitate to advise us on financial matters. “Customer first” is having the best interest for customer and her honesty wins our respect and trust. She takes time to understand our needs and recommend the necessary policies that meet our requirements. We appreciate what Yong Hui has done for us and we will definitely recommend to our friends and family.”

 

Gina Chua

Product Director

Responsible, tip top after service follow up

I got to know Yong Hui though the recommendation of my elder brother. Since I met Yong Hui and engaged her services, I have never spoken to any other advisor since then. Yong Hui is very passionate about what she is doing and knows her products/plans well to make a proper and customize recommendation.

You know buying insurance protection is not about which company to purchase from but who to purchase from. I strongly recommend Yong Hui to anyone who is looking out for a responsible, tip top after service follow up and easily contactable financial advisor. I bet you will be amazed by her. 👍👍

Eddie Lam

Professional, Knowledgable and Empathetic

“I met Yonghui when she was conducting a lunch talk at my company on planning for the future. On getting to know her better, my husband and I found her to be professional, knowledgeable, and empathetic to our needs and financial capabilities. She was able to get a handle on our needs and help us navigate our way around what we needed most. There was never any pressure to buy a product simply to close a sale. More than that, Yonghui treated us more like a friend than a client. She made us feel that she genuinely cares about everyone’s financial well-being. The fact that insurance helped save her family home after her father’s death has shaped her work into not just a job, but a vocation to help people achieve financial security.”

 

Juniper Foo and Reuben Lee

Genuinely cares about the well being of customers

I feel very comfortable with Yong Hui as she is not pushy and does not pressure you into buying something that you do not need. I feel that she genuinely cares about the well being of the customers. I do not have enough time to research about insurance but Yong Hui has always taken the time to educate me and let me know about my various options so that I can make an informed decision. I also appreciate that she provides good after sales service and she is very responsive when dealing with claims

Pearl Lee

VP

Well versed and delivers sound financial advice

I got to know Yong Hui through a workshop and I felt she has the capability to effectively communicate insurance business terminology and jargon by translating into layman’s terms without being patronising or condescending. This is important to me since I don’t share the same level of knowledge at all. I can feel her passion and generosity wanting to impart what she knows to her workshop participants. Yong Hui is so different from the usual hard-selling advisors I have came across. Hence, I truly believe that she’ll be a good financial planner to put my needs in the top priority. Yong Hui will understand my specific set of needs and requirement and based on her knowledge, she will prepare a plan and explain what are the gaps to fill. And only offering products that is suitable.  As I have difficulty in understanding financial products, Yong Hui always has the patience to explain in details. With that, I am now better in understanding some of the jargons.

I am touched by Yong Hui’s selfless act, always making her best effort to tailor suitable plan for my needs. Listen attentively, taking into consideration my circumstances and making sure the new financial plan is align to that. Definitely someone I can depend on to do a good job in financial planning. I will as Yong Hui has proven not only possess the industry knowledge, but also soft skills to meet people come from all walks of life and social-cultural backgrounds. Yong Hui will go far in this industry, given her well-versed in financial knowledge, passion and conscientious in delivering sound financial advice for her clients.

Lim Mei Siew

Executive