"I first met Zann in July 2016. Initially, I was skeptical of her service because she looked very young. However, she was friendly and sincere in listening to my problems. She was also well-prepared and patient in making the necessary assessments to ascertain my financial standing and reviewing my current insurance/retirement plans. She was observant, sharp, and organized in analyzing my existing plans and would cover all bases before making her recommendations. Her assessment and recommendations were clear, detailed, honest, factual, accurate, reasonable and attainable.

Zann always looks out for the Clients' interest when making her recommendations. She once assisted me in writing up a letter of complaint to an insurer where she managed to reduce the premium without incurring a big loss of money on my part.

Overall, Zann is very pleasant, professional, and reliable. She is definitely someone whom I can trust and recommend to my friends."

Rachel Khoo, Head of Department

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"Zann is a highly committed and driven individual with whom I am definitely happy to entrust as my financial planner. Her diligence in following up with her clients is clearly evident in her daily schedule and her working attitude. From her analysis of my needs to advise me on the best alternative plans due to my conditions, she has been extremely helpful and astute in the planning. She gave a very comprehensive overview of the policies that are available which enabled me to understand more about the ones that will be applicable to me.

If I have any doubts, she responds quickly and I could always catch up with her on the ad-hoc queries. Her drive and zealous outlook towards her service delivery will definitely be assets in her growth within this organization. Proud of you Zann!"

Pei Yi, Discipline Mistress

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