Kok Hwee, IT Senior Infrastructure Engineer

I really count myself fortunate to have met Steph through LinkedIn at a point when I was thinking of how to make grow my wealth through investing, instead of just working harder for money. Our initial consult was for her to understand my goals and also to gather my existing plans’ information, she then tailored my plans meticulously to cover not only Investments, but also Protection strategies to protect my family in the event if anything happens to me. Her personalised approach and attention to details has made my financial planning experience not only smooth but also reassuring. Her unwavering dedication to ensuring my insurance needs are met is truly commendable. It's clear that her commitment to serve runs in her family, as coincidentally, not knowing that her younger brother, whom I have known since 2015, is my section mate during Reservist, till I asked her as both of them look so alike! (What a small world) Please approach her if you are looking for a professional, reliable, responsive & trustworthy FA to plan & address to your financial needs. Highly recommended!

Jun Rui, Catastrophe Modeling Analyst

Steph is a very sincere advisor who puts a lot of effort into helping her clients with their financial planning. She works in a systematic manner by understanding about my financial needs and goals, then tailors customised strategies for me to ensure that I'm is adequately protected in all aspects while working within my financial capabilities to address the gaps in my financial portfolio. She always shows up to our review meetings fully prepared to provide detailed information which are customised for my situation. She is also very approachable, responsive and explains things clearly whenever I had questions.

Robin, Pricing Specialist

I was looking for a FA who can introduce a product that can help me grow my money better. I chose Steph because she is a sincere and driven FA with a good history, and she places her client's priority first. She is also very approachable and her professionalism shows in her dealings as well. I both love and hate her review sessions because she lays it out bare, but I'm also thankful to her because she not only helps with my financials, but also provides a listening ear, advice to any other issues I may have as well. I believe everybody who chooses Steph as their FA will also find that they made a friend for life as well. Cheers!

Banjamin, Product Development Engineer

As a young adult navigating through the process of adulting, it can be a daunting experience as I am mostly clueless about what to do with my finances. Stephanie has been a very helpful presence to me in planning policies for me. I am usually very wary of whom I choose as my financial advisor but Stephanie has managed to convince me with her experiences and sincerity that she does wish the best for her clients.

Kennard

I found Stephanie to be a professional, and knowledgeable advisor. Her keen ability to listen attentively and understand my unique financial goals and concerns was truly remarkable. It was evident that she was genuinely dedicated to helping me achieve my aspirations and secure a stable financial future. Her depth of knowledge in the financial landscape is truly impressive. She has a talent for breaking down intricate concepts into easily comprehensible terms, empowering me to make informed decisions with conviction. Throughout our journey together, I have been struck by Stephanie's unwavering sincerity and ethical approach. She operates with utmost transparency and honesty, ensuring that all recommendations are in my best interest. I never once felt pressured into making decisions and always had the freedom to explore various options before committing. There is also a personal touch that sets Stephanie apart. She invested time in building a meaningful relationship, understanding not only my financial goals but also the values that underpin them. This level of care and genuine concern for my well-being has made working with her an enriching experience, making me feel valued and empowered in every interaction. Thank you for being on this journey with me.

William, Engineer

I got introduced to Steph by my ex colleague. Initially I thought she will be like most typical agents who will be salesy and hard-sell me policies but she ended up being more like my sister who helps in all areas of financial planning eg protection planning, wealth accumulation and even retirement planning. If you are looking for the most reliable, responsible and “nanny” type of agent, here she is. Steph is the best in terms of services provided.