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)
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 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
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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Orizal Pte Ltd (202113698H) is a group of licensed financial adviser representatives and an authorised representative of Infinitum Financial Advisory Pte Limited (Co Reg. No. 199100483Z) (Infinitum).
This is the official website of Orizal. All opinions published in this website are solely those of Orizal’s and do not reflect the opinions of Infinitum. Orizal is solely and personally responsible for any opinion and the accuracy and completeness of any information and intellectual property used in the material published in this website. Infinitum makes no warranties or representations as to the results of the use of the materials on this website in terms of their correctness, accuracy and reliability. Nothing on this website should be regarded as an offer or solicitation to sell insurance products in any country to any person to whom it is unlawful to make such an invitation or solicitation in such a country. The information contained in this website are provided for general information only and do not constitute an offer, recommendation, solicitation or advice to buy or sell any product(s) or investment product(s). Advice should be sought from a financial adviser regarding the suitability of the investment product, taking into account the specific investment objectives, financial situation or particular needs of any person in receipt of the recommendation, before the person makes a commitment to purchase the investment product. Should the person choose not to do so, he should consider carefully whether the product is suitable for him.
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