Meet my Knowledgeable Advisor

Working with Steph has been an absolute game-changer for me. From the moment we began our financial planning journey together, I was struck by her unparalleled professionalism and depth of knowledge, which far surpassed any other financial advisor I had encountered. What sets Steph apart is not only her expertise in financial matters but also her genuine passion for the field. I've never met anyone as young and as deeply engaged in both financial dynamics and political landscapes as Steph. Her keen interest in these areas not only impressed me but also instilled a sense of trust in her abilities. I highly recommend Steph to anyone looking for a financial advisor who is not only knowledgeable but also deeply passionate about staying updated on current events, including politics and finance.

Regards, Kevin , Engineer

Meet my Reliable and Trustworthy FA!

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!

Regards, Kok Hwee, IT Senior Infrastructure Engineer

Meet My Financial Advisor

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.

Regards, Jun Rui, Catastrophe Modeling Analyst

Meet my Financial Advisor

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!

Regards, Robin, Pricing Specialist

Meet my helpful Financial Advisor

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.

Regards, Banjamin, Product Development Engineer

Meet my Knowledgeable & Sincere Financial Advisor

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.

Regards, Kennard

Meet my Most Reliable Advisor

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.

Regards, William, Engineer

Meet My Financial Advisor

I have never really had a financial advisor, so when I first came to Singapore, my younger sister introduced me to Stephanie. My sister told me about how good and trustworthy Stephanie is, and honestly, at first, I was unsure about her. But after meeting Stephanie and the way she explains things, she can break a very complex thing into something simple and easy for me to understand. She really has that genuineness about her as a person that makes you trust her easily because you know she's done her research, you know you're in good hands. She's also very understanding and patient, she doesn't rush you to and leaves you time to think before agreeing to a plan. I'm very fortunate to have met a financial advisor like Stephanie, and she's also becoming like an older sister to me. It's good to know that someone other than your family members have your back, and since we have the same surname, we might as well consider ourselves family!

Regards, Michelle Sim

Meet my Meticulous Advisor

As i have hit my 30s and an important milestone in my career, i felt like i needed an advisor who understand my financial situation and provide the necessary advise for my long term healthcare coverage needs. For the past 10 years or so, i have had insurance plans with multiple advisors from various companies. But none of them were knowledgeable or well-versed in the policies that they were selling, which left me in doubt and uncertainty as to whether i was purchasing a policy which i really need. The moment i met Stephanie, i knew that she is the right advisor for me as she meticulously analysed my financial background and identified the key policies which i am lacking. I also really appreciated the fact that she wasn't pushy like how most advisors do in order to rack up sales. She is willing to listen and offer the most realistic advise catered to my needs. So far, i am really satisfied with the well curated portfolio that she has planned for me and im really glad that i've met her at a crucial point in my life. I feel assured that Stephanie will always be there for me be it in good times or bad times. Thank you so much Stephanie.

Regards, Wee Yang

Meet Stephanie

I was reaching a milestone in my life and career where I needed a more dynamic and responsive advisor who would go the extra mile to help me to be that one person who I could rely on to advise, plan and consolidate the healthcare coverage needs for my family. After a thirty-year career, I had a mix of policies from various institutions. Moving forward, I wanted to identify potential areas for my healthcare coverage where I would need to augment and to initiate a more comprehensive coverage for my teenage children. I started searching and speaking to potential advisors, including those who have supported me previously. Stephanie was heads and shoulders above the rest in terms of her response time and forward planning ability. I appreciate that she did not push certain products that I did not appear keen on and was always ready to listen and respond immediately to match what I needed with what was available. In the end, I am very happy with the new portfolio that we have curated for my family. As my family grows, and as we finesse our healthcare coverage again, I am assured that Stephanie will be there, ready at any time to support.

Regards, Daryl, Director

Meet Our Wealth Planner

Stephanie is the real hallmark of true compassion coupled with genuine care and concern. Her wisdom to act with gentleness and kind concern for her clients has certainly made our journey very engaging and fruitful. One commendable skill set which she has is that she is a great listener. She is very patient and listens to the needs of her clients and then recommends relevant options for their consideration. Thank you Stephanie we are blessed to have known YOU! YOU certainly made the difference in our lives!

Regards, Parveender

Meet my Dedicated Advisor & Friend

I was a loyal client of a competitor insurance company and I never thought I will ever choose another company nor advisor to trust. 
However, just meeting Stephanie through a mutual contact changed my mind. Within 2 sessions, I can feel how dedicated and how concerned she is for my welfare and wealth growth, even though we are strangers. 
Instantly, I felt very comfortable and trusted her more than enough to take a leap of faith out of my comfort zone on my policies. She is very thoughtful, caring and now, I would say a very good friend of mine or even sort of a long-lost sister from another family in such a short span of time. That says a lot when I keep my circle of friends in a very small group. Besides getting a very ethical financial advisor, you also get a very caring friend who will go out of the way for you on everything you should be covered at your own pace and budget. 
The personal touch really shows how dedicated and committed she is to her clients. Never have I seen an advisor that really embodies the true meaning of “insuring”, caring so much on health coverage and at the same time, building wealth in the long run. In summary, you don’t have to look elsewhere for a trustworthy advisor. 

As a bonus, you get someone that can also be your friend or your that-naggy-“relative” that always reminds you to take care of your health etc.

Regards, Raymond Tay, Head of Business Development Manager

开朗负责任的经纪

我是透过儿子认识到Stephanie的。她是一个非常开朗，笑容满面，负责任的agent。她清楚的知道哪些保单对我最适合也会考虑到我的经济能力负担许可范围才会建议适合我的保单。 当我收到保单时，只要一有不明白，打电话或发简讯给她，她都很快的回复，很有耐性清楚讲解到我明白为止。 我非常感恩能遇到Stephanie 这样的一位专业，服务态度好的保险经纪！

Regards, Mdm Leong , Healthcare assistant

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A good advisor & Friend

I got to know Stephanie through one of my Army buddies. She is extremely sincere and approachable as a FA. She doesn’t rush the details and can articulate details very well in layman terms. This was important to me because it wasn’t easy to share my thought process about life and what I want to achieve in the future without having to receive any “judgement”. With her input, it really gave me a better understanding on my financial situation and to connect the dots on life planning. What also struck me was that she continues to improve herself in the realm of financial planning & wealth management. To me, this is a very important trait and a testament to being a good advisor as the drivers and tools of investments continue to change overtime. Every review session with Steph is a great session as she is a good active listener and will provide constructive feedback on my current situation – it can be about work, life, family, and investment. Never once have I felt that I just getting another policy and I’m sure all her new and existing clients will resonate the same way as me. A good advisor and more importantly, a good friend who will walk alongside in assisting you to minimise your financial uncertainties in life. Cheers!

Regards, YS, Project Manager

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Meet my super friendly financial advisor!

Stephanie is very transparent in describing the policies. She described a lot of actual examples of real scenarios which helped to decide what kind of a policy I needed. Most importantly since the beginning, she acted as a friend rather than a stranger which makes her someone that I can talk comfortably with. It is really nice how she kept herself calm and patient even though I asked the same question multiple times. I've learned a lot about scenarios that happened to other people in the world which helps me to identify risks and plan ahead. If you like to have an investment plan or medical insurance, you should really talk to her.

Regards, Eranga , Senior Software Developer

Meet my Advisor!

Stephanie is an evident and a straightforward agent who goes into key points and makes things easy to understand for me. Also, she explained very well my financial needs. It feels like a friend who truly cares about me!

Regards, Thikilan, Resident Engineer

Not Just An Advisor

Stephanie was a financial advisor that i’ve fortunately stumbled upon 2 years ago. Well, 2 years later, she’s not only a financial advisor but a dear friend (with very good financial knowledge) to me. Being patient, knowledgeable and trustworthy are some of the important factors we look for in a FA. But Stephanie is more than that. She is honest and empathetic to her clients’ needs and demands. She fights for what’s right for you! Her commitment to her profession allowed me to be better in financial planning and I am really thankful to have met this sweet girl :)

Regards, Florence , Flight Stewardess

Most Trustworthy Financial Advisor

Steph is a really hardworking and dedicated person, she will go through all lengths to ensure that you are well covered and protected. She does her research and has in-depth knowledge into coverage and personal finance management. Im grateful to have her taking care of my interest and keeping a look out for what is best for me.

Regards, Vallence, Entrepreneur

Helpful and good product knowledge

Stephanie has a very good product knowledge and she explains each and every thing very nicely and in a detailed way. She has the patience to answer all your questions and her replies are very satisfying. She is very friendly, down to earth person and extremely helpful. You won't feel that you are meeting her for the first time and is highly recommended to have a discussion if someone is going to buy an insurance plan. Thank you Stephanie for all the advises and inputs!

Regards, Ayush, AVP

Meet my Financial Advisor

I've met and engaged a fair number of FAs over the years and Steph is definitely the most thorough and responsive by a country mile. Her patience in the face of my numerous questions and requests for further information is extremely commendable. She takes time to listen to my considerations and understand my goals whilst providing her views and advice at the right moments. Ultimately, she fights for what's necessary for me and is clearly here to work with me for the long haul - a vital trait for a relationship that requires trust.

Regards, Michael, Lawyer

Meet someone Trustworthy & Dedicated

Stephanie is a friendly and dedicated financial adviser who provides positive influence and is truly interested in their client’s circumstances, preferences, and overall well being. Her professionalism and knowledge of her industry ensure there are no questions left unanswered in determining the right strategy for her clients. Her dedication to clients and business excellence sets her apart and I would highly recommend her to anyone wanting to achieve better financial planning.

Regards, Xiang Ting, Project Officer

Steph as my advisor

I'm happy to say, that to me, Steph embodied the meaning of the word, professionalism. It's not everyday one can meet such a financial services consultant, that possess just the right mix of passion, knowledge, experience and tad of aggression in pushing the appropriate product for what I needed, though I might not have realized it at that time. Steph took the time to listen to my current situation, my plans for immediate, near and future, and also to thoroughly run through my financial positions before advocating a plan. I recall vividly asking her if I should terminate my existing policies with another firm, and she truthfully advised me against, even though she knew that it would potentially mean another purchase from her. Simple things that are oft forgotten, for example punctuality, in almost all our meetings, ashamedly, shes always earlier than me, and always remembering the small details in the plans that she’d always inject back which shows that shes not just hearing me, she is listening to me. So, in such uncertain times and chaos, I just want to take this time to acknowledge the hard work that she have always done and rushing out the quotes and contracts even though unneeded, but it's much appreciated. I wish her good health and please continue being the steadfast positive, optimistic adviser that I feel confident and am happy to work with for my future needs.

Regards, Jeremy, Manager

SHE IS AMAZING

SHE IS AMAZING! I was skeptical at first as for a start, I am totally clueless on anything regarding investments or insurance but Stephanie made the entire planning process easy. She is friendly and she truly cares of her client’s needs. She really tailored the financial plans according to my needs and capabilities. I’m so glad that you’re my financial advisor. So extremely glad to have met you, Stephanie! Thank you for securing my financial plans for the future. You’re the best! Strongly Recommend! 10/10

Regards, Diyanah, Pre-school Teacher

Passionate and Trustworthy

I can honestly say that getting insurance has never been easier thanks to Stephanie. She is a professional financial advisor, jovial and non judge mental. Her expertise comes across as soon as she talks about finances. Other financial planners were only determined to sell me insurance policies without considering what my needs are. Stephanie on the other hand was able to suggest a couple of policies to me that’s almost as if it's tailor made. She made the entire process very seamless and by the end of it I knew I got the best. She was consistently responsive, informative and patient with all my queries.

Regards, Franklin Joseph, IT Engineer

Great person great character!

Stephanie is a great person with a great character. She is very trustworthy and provides excellent service. The level of service and professionalism I’ve received from Stephanie @ AIA Insurance is unparalleled. She is confident that I was making a wise investment. Admittedly, I don’t know much about insurance or investments, but she has always taken the time to educate me and inform me about my various options. She legitimately cares about her clients and their well-being. Good job Stephanie! 👍🏼👍🏼👍🏼💪💪💪💪

Regards, Gary

Very patient and attentive to details

Steph is one of the most dedicated agent I've met and takes pride in her work. Very patient and attentive to details, assistance is always readily available from her. She advises not just on protection needs, but also on financial goals and portfolio management. She will be there for you every step of the way. Kudos to that & keep the energy going! 👍🏻

Regards, Kelvin, Project Manager

Lucky to meet Steph!

I feel lucky that I met Steph when I was looking for my first policy. She tailored the financial plans to my needs and capabilities. She is continually very attentive and helpful all the way after I signed up for the plans. I'm very glad having her as my financial advisor and a friend. Thanks!

Regards, Steven, Consulting Engineer

Passionate in helping and advising people

I met Stephanie through LinkedIn as I was looking for a representative from every insurance company out there to expand my choices. What sets Stephanie apart from the rest of the advisors is her passion in advising and helping people, making sure that she acts in the interest of every individual client. Even though I did not purchase a product from her in the end unfortunately, she is still willing to relentlessly assist me in other matters. For anyone who genuinely wishes to learn more about the importance of long term financial planning and getting yourself protected, give her a chance to be your advisor so that in time to come when you need money during emergency or retirement, you will be very thankful of the monetary assistance rendered.

Regards, Jian Hui, Engineer

10/10 highly recommended!

Stephanie goes beyond the job scope of a financial & insurance advisor. She showed professionalism in all aspects of my planning process, and clearly explained my financial needs, providing a helpful attitude that makes me very satisfied being one of her clients. And now wealth and health are coming in my direction! I am confident that anyone wishing to plan their financial future, she will be an asset and I would recommend her to my friends! 10/10 Strongly Recommended.

Regards, JunSheng, Senior Analyst Programmer

Stephanie is the most sincere and dedicated agent i have met so far. She is very helpful and takes care of client's needs not only financially but overall well being. Glad to have met you, Stephanie. Thank you~ ♡♡♡

Regards, Adeline, Manager

Stephanie is very professional in giving me advice regarding about how important financial & hospitalisation plan is. She consulted me well in different kind of perspective. Steph is also very friendly & also patience towards all my question that I asked! Thank you Steph!

Regards, Fatehah

She really cares

Stephanie was very clear and a straightforward agent who’s go into key points and makes things easy to understand. She feels like a friend who truly cares about me!

Regards, Rui Long

Passionate and dedicated Agent

Stephanie truly cares about my financial goals in life and is also very patient with her explanations when it comes to income protection needs especially simplifying things so that I can grasp important details. She really helped me to see Financial planning in a different light. Both heart work and hard work from this lady! 👍🏻💯

Regards, Michelle

DISCLAIMER

This is not an official AIA web profile. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.