Steve & Siew Kiang | Retirees My wife and I got to know Amanda Ong when we decided to do a financial health check. She is professional, cheerful, knowledgeable, and caring about the financial well-being of her clients.
Here's why we are fortunate to have Amanda as our financial advisor.
During our financial health check, Amanda took the time to understand our current financial situation, our future needs and even what our financial want-to-have are. The reports we got were very comprehensive, and this provided us with an accurate and insightful understanding of our current situation as well as the gaps in our financial planning that we should be looking to resolve.
Amanda expertly led us through the report, answering our questions and clarifying our doubts in an easy to understand lay-person way.
We decided to close some of the gaps in our portfolio, again Amanda suggested products that would benefit us and suit our situation. Through our selection process, we felt that Amanda's knowledge of the products and her true care for our needs helped us to confidently pick products that were right for us.
Amanda continues to keep in touch with us. Sharing updates and important financial events that might affect us, while also keeping abreast of our current needs. |