I got to know Joanne through a close friend in 2018. At that point, I was desperately looking for an answer to when I can “retire” comfortably. Joanne was kind enough to give me a timeslot despite her busy schedule. Within days after the initial meeting, she was able to draw out a customised Private ATM which involves a series of plans which met my financial objectives. She patiently walked through every single plan with me, highlighting the differences between them whilst leaving the final decision to me. She helped me to retire 10 years earlier than I originally expected and I felt so much more relaxed and confident after knowing that my retirement is secure.
Joanne is a very professional and competent financial advisor. She also has a caring heart for the underprivileged, teaching them financial literacy and creating opportunities for them to achieve financial wellness. I have truly benefited from my relationship with Joanne and have recommended her to my friends who were looking for someone as capable as her. All of them were impressed with her professionalism and competency.