Deborah

Working with Junyi has been an absolute pleasure, what sets Junyi apart is her unparalleled dedication and sincere care for her clients. From the very beginning, I felt a level of investment from her that I had never experienced before. Her consistent follow-ups and genuine concern for my financial well-being made me realize that I wasn't just another client; I was someone she was truly committed to helping. Her planning are not only incredibly detailed and thorough, but they are also presented in a way that is easy to understand and digest. Beyond her exceptional professional skills, it's Junyi's warm and caring nature that truly distinguishes her from the rest. She doesn't just focus on numbers and strategies; she takes the time to understand my personal goals and aspirations. Her genuine warmth radiates through every interaction, making the financial planning process not only productive but also enjoyable.

Elizabeth, Public servant at Public Service Division

From the very beginning, our conversations were more than just informative – they were enjoyable. The discussion felt like an engaging dialogue than a conventional consultation. I appreciated the approach of having a consultant who wasn't within my usual network, as it brought a fresh perspective to my financial matters. What stood out the most was how our the sessions were not only clear and straightforward, but also incredibly comfortable. Junyi has a unique ability to simplify complex financial concepts and present them in a way that's easy to understand. This made each session feel like a chat with a friend rather than a formal consultation!

Hector, Software engineer at Unity Technologies

Navigating the world of investments can often feel overwhelming, but Junyi's guidance truly made a difference. She has an exceptional ability to break down intricate concepts and explain them in a way that is easy to grasp. Despite the complexity of the topics at hand, Junyi ensured that I had a clear understanding every step of the way. I really enjoyed the face-to-face meetings with Junyi as she was able to create an enjoyable atmosphere where I felt at ease discussing even the most complex investment matters. It was evident that she possesses an incredible blend of professionalism and approachability. Junyi's depth of knowledge in investments is vast. She expertly guided me in selecting the right funds that aligned with my financial goals and risk tolerance. Her insights and recommendations were instrumental in shaping my investment strategy. What sets Junyi apart is not just her expertise, but also her remarkable interpersonal skills. She is incredibly relational and has a natural talent for building rapport. Talking to her about my financial aspirations and concerns felt like chatting with a friend. This level of comfort and trust is rare to find in the financial world, and I am grateful to have Junyi as a partner in my investment journey. In Junyi, I have found a financial consultant who goes beyond expectations. Her warmth, knowledge, and genuine care for her clients make her an invaluable asset.

Ryan, Mediacorp

It was an overall positive experience working with Junyi, her extensive knowledge in investment really gave me the assurance and peace to kickstart my investment journey. What sets Junyi apart is her approachable nature and the comfortable environment she created during our discussions. Sessions are informative, engaging and never pressurizing. Junyi patiently addresses all my queries, ensuring that I understand the investment strategies and concepts we explore. Thanks to Junyi's guidance, I've made well-informed investment decisions that aligns with my financial goals. Her expertise provided me with peace of mind throughout the process!

Tan Sher Lyn, Auditor at Ernst & Young

As an expat who has been working in Singapore for less than a year, there were protection gaps which needed to be addressed immediately which Junyi was able to identify clearly. During my session with her, she is efficient and transparent guiding me through the whole process and helping me to understand the value of each coverage and the protection I need, she is very different from the impression I have towards Insurance Agents which might come off as pushy. Instead, the sessions with Junyi are value-adding and professional, giving me a fresh perspective on the importance of financial planning. It really helps that the sessions are very comfortable and smooth as Junyi focuses heavily on the comfort of her clients. This is also the reason why I chose her as my financial advisor, as she goes beyond just recommending solutions but actually cares for her clients and I know I can trust her to take care of my protection needs!

Gladys, Pharmacist

Junyi is different from any other financial consultants I have met. Junyi is someone that truly cares about her own clients and would recommend plans in the best interest of the clients. She would design plans in a way that would fit the client’s needs or wants. Junyi would take the time and effort to be certain that the budget and cashflow is suitable to my needs before recommending the plans to me. Really appreciate how she personalised the plans in accordance to the client’s goals as it requires time and lots of dedication, looking out for the client’s interest and ensuring that I’m satisfied with the ending results.