Orizal profiles

Julia

Senior Financial Services Consultant, Bsc Mktg, CHFC

The best dream is the one you make a reality.

About Julia

Julia educates people on financial protection with systematic and progressive planning. Based on your aspirations, she helps you to become financially sufficient, so you can live your dreams and face up bravely to life.

What clients say about Julia

Goals and objectives first. Julia's approach to financial planning centers around her clients' specific needs and goals. Clients find her to be attentive, personal, and patient.

Julia has been one of the most sincere and honest agents I’ve ever met.

She is never pushy and always consider your needs first when it comes to policy recommendations.

Personally, I’m very grateful for her service: open, transparent and thorough in selecting and recommending only ideal policies.

There was some policies that I wanted to get for my parents which was going to be difficult due to their age but Julia never expressed a moment of reluctance in the entire application process.

I am definitely satisfied and feel much more secure with her help. Thanks Julia!

Walter Lee
Lecturer (Temasek Polytechnic)

I first got to know Julia 5 years ago who took over from my previous financial consultant.

When I told her I needed at least one year to be financially ready to invest for my retirement, I was very surprised that Julia contacted me one year later.

I was further impressed by Julia’s professionalism as she patiently found out my needs and introduced the relevant solutions to me.

I have the utmost confidence in Julia’s experience and knowledge that I took up my third policy from her within a timespan of 2 years. I am very glad, and lucky, to have Julia as my financial consultant.

Mr Khong Peng Ming
Quality Assurance Manager

Julia is an attentive listener and I found it easy to talk to her as she was genuinely interested to help me meet my objectives.

Further, through her targeted and sound advice I was able to better plan my financial goals.

Although I do have other financial consultant contacts, whenever I have such planning needs, Julia will be my first choice as I can always count on her to provide a holistic and ideal approach.

Lee Hui Zhen
Associate Director

I first got to know Julia 5 years ago and was impressed by Julia’s patience as a good listener, found out my needs and recommended solutions to meet my needs.

Her professionalism, experience and good product knowledge gave me the confidence in Julia’s ability and trust that lead to me and my family members signing up for 7 policies from her to-date.

In my opinion, Julia is a valuable asset of your company which I am fortunate to have as my reliable financial consultant!

Mr Yio Cher Ching
Retiree

Julia is very patient in understanding our insurance needs. She will proposed the relevant policies which will benefit our family as a whole.

When come to day 2, her follow ups with our family is very prompt and she addressed our concerns as and when needed.

Would definitely recommend Julia to anyone who needs advice on insurance matters.

Fiona Teo
Project Manager

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