“When I first met Jolene, she was very approachable and did not hard sell me at all! She was very patient with her explanation and it was super comfortable talking to her. After starting my wealth accumulation journey with her, she recently shared more about the new CareShield Life initiative which I’ve heard briefly from my friends/family. Not only did I have a better understanding of how I can enhance my future coverage, she recommended based exactly what I need without overselling unnecessarily. Would be sharing with my friends to see how Jolene can help them too!”

- Jessica, Graphic Designer

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“As someone who is not very knowledgeable in finances, I took a chance to learn more about financial planning and security with Jolene. Not only was she just about the friendliest person I’ve met, but the sessions with her never felt commercial. Instead, I could tell that Jolene sincerely wanted to help improve my life. She shared her tips and insights on cash flow allocation, which offered me a better idea of how I should split, save and raise my money. Overall, it was truly an eye-opening experience.”

- Edwin, Content Writer

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“I thought my insurance coverage was adequate, but at the recommendation of a friend, I arranged a meeting with Jolene to discuss my finances with the intent of optimising for the long term.

Jolene patiently broke down the policies I had and how much I was paying for my respective plans and showed me how her planning will be beneficial for me as her firm partners with a wide range of providers which helped me to get better coverage at a lower premium.

I am grateful for all the time and energy Jolene put into setting me on the path towards financial independence. If she puts the same effort into helping her other clients, I am sure they will trust her as much as I do to help them achieve their goals for their future.”

- Daryl, Lab Technician

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