Combining all the necessary traits of a financial advisor who's willing to go the long haul with her clients, Annie is all about going the extra mile the people whom she serves.
"I always ask myself this for every person I meet — what would I do if I were in their shoes?"
Adopting a people-first approach, and applying years of financial advisory experience, Annie's clients have come to know her as a trustworthy and dependable representative who's always there as a friend first.
Combining extensive knowledge across the spectrum of financial advisory and with a desire to serve, Annie helps clients to optimise their best path to financial security — putting their needs first and foremost.
We had the privilege of having Annie as our family insurance agent since 2013. Annie is someone who takes time to understand our needs before she streamlines and presents the relevant plans for our consideration.
Being a hands-on person myself, I like to read up and pepper her with questions. She patiently addresses my questions and I enjoy the candid, open discussions we have. What I appreciate about her is her honesty- when unsure about certain areas, she makes it a point to check and revert.
Now that I'm a mother of 2 young children, I no longer have the luxury of time to compare across all plans. Annie's move to Orizal is timely as she is now able to access the plans to most insurers and present a comprehensive summary. I can now be assured that I'll be getting a plan that best suits my needs and is the most value for money!
I have recommended several friends to her over the years and will definitely continue to do so.
Ms Sung Wei Xiu
Lecturer
After my agent left Income, Annie took over the policies. Despite no monetary gain, Annie remained helpful all these years.
Annie is professional and has very sound products knowledge. Respond to queries (especially before one is hospitalized) has always been prompt.
Annie is especially patient with me when I was stressed. Annie will go the extra mile to help her customer whom she sees as her friend.
"A friend in need is a friend indeed". Feel lucky to have Annie to take care of my insurance needs.
I want to thank Annie for her excellent Service.
Well Done, Annie.
Yvonne Leong
Project Manager
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