Our Client Testimonies

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...

KK Hospital Parenting Workshop Couple – Mr & Mrs Huang, Civil servant

We got to know about Joanne from a talk that was conducted as part of a parenting workshop in KK Hospital. We felt that...

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....

Ms R Yeo

I was introduced to Joanne through a talk that she conducted at my company in year 2012. Before I met her, I had a...

Marie Goh, Forex Banker

I was referred to Joanne in 2012 by one of my colleagues in my bank and he spoke highly of her. I just got...

Chew May Hoong, Senior Architectural Project Coordinator

I got Joanne to help me with my financial planning since 2012. She is able to size up my situation very quickly. She took...

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...

Tan Siew Eng, Senior IT Manager

Joanne is my financial advisor since 2009. She have demonstrated high degree of professionalism while always being a very competent advisor. So far, 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...

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...

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...