Weiu Cheng. Software Engineer

Jamie is an amazing financial consultant. She has helped many Malaysians working in Singapore, especially those who just graduated from universities here. As a fresh graduate working in Singapore now myself, she knew exactly my concerns and answered them before I even asked! Overall, Jamie is an all around great person to talk to. She didn’t mention anything about products from the start and didn’t hard sell anything. She started off with understanding my financial situation, giving me a clearer view of my current status, like how much I should put into investments, paying off my student loan, extra expenses etc. I believe I can have better control over my own finances with Jamie. Highly recommend reaching out to her for a quick session!

Vincent. Engineer.

Jamie Lee is a great financial consultant, she does not hard sell any products. She would take her time to understand and analyse my needs, before explaining the types of products that may be suitable for me to reach my financial goals, as well as taking care of my insurance coverage. As we have similar backgrounds (Malaysian working in Singapore), she shared similar concerns and can well empathise with me. Using her experiences and knowledge, she gave me great guidance on what I can do and should do. Thank you Jamie. 🤗

Casii & Ada. Manager.

We knew Jamie by chance and she gave us a whole new perspective in managing our finance. She recognized our needs and advised us in solving financial doubts that we had previously according to our capabilities. She gave us a great financial plan that we both liked! Meet ups with Jamie were delightful, we felt that the whole process were comfortable and feel that she is there to help us in financial planning instead of hard selling their products. We also like that she mentioned that there will be a follow up with us on yearly basis, which gives us a boost in confidence on her.

Yang Teng. Engineer.

As a recent graduate navigating the early stages of my career, I realized the importance of having a good financial plan. Fortunately, I met Jamie, who is an experienced financial consultant. Jamie not only allow me to understand the significance of financial planning but also offered customized suggestions on financial protection through insurance and effective wealth accumulation strategies based on my current financial status. Jamie's patient and comprehensive explanations made the complexities of financial planning easier to understand, and she went above and beyond by sharing valuable personal experiences beyond financial planning. I would recommend Jamie to anyone seeking a knowledgeable and supportive guide in financial planning. Her expertise and willingness to share insights would be very helpful.

Ying Huan. Executive.

作为职场新人，我对保险和理财领域的了解比较浅白，感谢朋友和家人向我介绍了Jamie。她在保险和金融方面的专业知识深厚，让我能够放心地把我的财务委托她来管理。Jamie十分友善，是一位非常nice的小姐姐，她的开朗和幽默让每次的见面都非常有趣。她会耐心得跟我讲解每个保单和理财产品的优优劣，认真地回答我的提问，替我定制最适合我的财务计划。 如果你有想要购买保险或想了解更多关于理财产品的需求，我强烈推荐Jamie啦 ☺️

Clinical Research Coordinator

认识Jamie后，第一次有人跟我分析自己的经济状况并且跟我分享怎样有保障地达到自己长远的目标！Jamie细心了解我的状况和需求后才介绍最适合我的医疗保险。她还会告诉我们Malaysia和Singapore保险的差别，这是让我觉得很重要的分享尤其是我们想要长期在Singapore生活。 如果你想要以后在Singapore居住，可以跟Jamie了解医疗保险和最适合你的financial plan。