Client Testimony

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 financial matters, and thereafter seeing them through its implementation. I am happy to say that I am in a much better and assured place of financial health today, thanks to Joanne’s dedication, excellence and competence.

Walking the journey with her has also given me a chance to peek into her personal beliefs and practices, and I am greatly encouraged to see a professional who also ‘walks what she talks’ consistently and diligently. Her generous heart in supporting the underprivileged, and passion to equip every person with financial education warms my heart.

I was hardly surprised to later find out she had bagged a spot in the 2019 World’s Top 1% Financial Planners List – my heartiest congratulations goes to her, and her team! They truly are a different breed of financial educators and planners, that I believe would add value to anyone today!