Our Client Testimonies

Kenny

I have known Joanne for more than eight years. What started as advice on insurance coverage for my family and me gradually evolved into...

Janet Chua, Retired Accountant

Before working with Joanne, I managed part of my own investments. While I achieved good returns initially, a market downturn wiped out those gains...

Ms Lee, Lawyer

Life has a remarkable way of bringing people back together. We first met as students, and by pure coincidence our paths crossed again many...

Yu LC

A very down-to-earth individual and a subject matter expert..that was my first impression of Joanne back in 2015 when I attended her seminar on...

Charity Investments

We were referred to Joanne through one of our charity board members in 2021. They have been working with her since 2008 and she...

Couple story – David & Angeline, Established Entrepreneur

I first met Joanne as I saw one of her videos online. At that time, my family business was going through some restructuring and...

Shirley

I was referred to Joanne through a friend in 2021. I was semi-retired and doing some volunteer work. I wanted to have a better...

Yuin Cheng from Fresh Graduate to Achieving her First Home and First Million

I was referred to Joanne in 2019 through one of my doctor colleagues and she came highly recommended through some of her close friends....

Mr & Mrs Cahyadi, Working Professionals Couple

We first got to know Joanne when she came to my company to do a financial talk “$100 to $1mil” around 6-7 years ago....

Rosa

On Being Financial Educator and Consultant Joanne has been a great advisor and tremendous help over these years in reorganising and restrategising my personal...

Mr Tan

Joanne has been my financial adviser since 2010 and she impresses me with her financial knowledge and her ability to breakdown all my financial...

Hanlong & Cathy

Joanne is a trusted advisor who puts the interests of her clients as the top priority. She has helped us to make sound and...

Zenna

I got to know Joanne through a close friend in 2018. At that point, I was desperately looking for an answer to when I...

Mr Leong

I was introduced to Joanne in early 2020 by my ex-colleague. Speaking with her before she left the firm, I had wondered aloud how...

Timothy Ng

I was very impressed with Joanne after attending a talk conducted at MINDEF in 2018. I was pretty concerned about my retirement and whether...