We got to know about Joanne from a talk that was conducted as part of a parenting workshop in KK Hospital. We felt that what we needed was an independent financial advisor who would be objective and mindful of our financial needs as a new family. So we made an appointment with Joanne and were not disappointed with the outcome.
Joanne was very sincere and attentive to our needs and questions. She was also very professional in their approach and this was demonstrated when she analysed our financial needs in a detailed manner and suggested possible actions to take. She was objective without being too biased to any particular product. She was also focused on helping us in planning our finances rather than hard selling products to us. For this reason, we felt that they had our interests at heart rather than personal interest.
We were happy with her advice and services, and our meeting with her served to confirm that we were over insured for one of our existing products, and this gave us the peace of mind on the follow up action required for the product.
We highly recommend Joanne for the professional approach & good customer service.
说认识Joanne是我们人生中－个重要的转捩点其实一点也不夸张。我们当时刚开始组织家庭，对财务规划算是－窍不通。无论是储蓄、保险、投资、贷款，她都毫不保留地给我们精准地分析及提供咨询服务。更令人佩服的是她完全发挥了取诸社会、用诸社会的精神，在繁忙的工作之余也尽力为大众效劳；弱势群体，青少年组织，宗教团体，都有从她的贡献而受惠。真的是由心底地佩服，赞！