I was referred to Joanne in 2012 by one of my colleagues in my bank and he spoke highly of her. I just got back from Hong Kong after an overseas posting and I didn’t have time to sort out all my finances as I was very busy at work. Joanne came at the right time as I was wondering if my Insurances were sufficient and I was wondering if there was a person who could help me with all the comparisons of plans and cover all the housing loans and critical illness plans. She efficiently explained everything in 3 scenarios and it was simple for me to understand and she helped me to sort out everything in just 2-3 meetings. She has also helped me to save a lot of taxes and also grow my money in annuities, funds, for short term, medium term and Long term goals. She helped me to design my very own bespoke Private ATM which will pay me during my retirement years. In terms of payouts from returns for annuities alone would be approx a six figure amount of gains.
She makes it a point to meet me on a yearly basis to find out how I am and she will patiently run through all my budgeting, cashflow and net worth and plans to Ensure that I still remember them. I also got her to help me with my will and estate planning. I really enjoy talking to her as she is very genuine and sincere and she takes time to find out more about my life. She understands her products at her fingertips and she is one person you would want to meet to ensure that your finances are sorted out well. I have since recommended my friends and family to her and she never fails to impress them. I’m fortunate to have her as my financial adviser.