Xiuwen Lee | Treasury Manager

Annabel has been my trusting advisor for more than 7years. Over the years, she has provided valuable recommendations and insights during our yearly review sessions by truly understanding my needs and goals. She has given me sound financial and insurance advice throughout the different phases of my life. She has given me the assurance that she has my interest at heart and provided me tailored recommendations. I am truly glad to have her as my advisor who displays high level of professionalism and integrity.

John Le Tissier | APAC Training Delivery Manager

I have known Annabel for over 5 years and in that time she has not only provided me with clear advice on effective investing for my families' future but has also become a family friend. Her customer obsession ensures that we never miss out on an investment opportunity. There is always the gentle reminder to pay my monthly investment fund when I forget and for every life changing event Annabel is there to advise on our family protection/ coverage and investment needs. I can honestly say I trust her with my financial future.

Heamanth Nagarajan | Business Owner

I've known Annabel for almost 7 years. Since day 1, she was never the pushy sort and she will never reach out just to sell a product. Knowledgeable, sincere and most importantly trustable. That one person whom I'll feel comfortable with sharing about anything and everything. Simple things such as updating about the financial markets, checking on how I'm doing, and even supporting each other's business truly amazes me. She always goes beyond what she has to. I won't forget how you assisted me when I broke my wrist a couple of years ago, always checking in on not just my claims but also my physical wellbeing. She knows what her clients want, and work towards theirs means. Love your positiveness and determination!

Geok Hong | HR Manager

I had never thought I would need another financial planner when I already have an advisor friend who has been managing my investment and insurance portfolio for almost three decades. By chance I got to meet Annabel when she followed up with me after a financial talk I attended at my workplace in 2018. During our meeting, she asked pertinent questions to better understand my retirement goals and risk appetite. With that, she presented the various financial instruments and capital preservation strategies that could enable my goals. And the advantage of her being a detailed financial planner, she ensures that recommendation in any financial products actually cater specifically to my needs. Even though financial products may often sound complex, she could always breakdown the information in bite-size and enable the ease of my understanding to aid me with making informed decisions. I was impressed with her sound knowledge, professionalism and affability and she won me over. On a more personal front, she is confident, energetic, passionate and yet with empathy which I deem as her success factors in her field of work. She is now the trusted advisor cum family friend as we know that she genuinely has our interests at heart. I am certain that Annabel can also add value to the financial planning of my loved ones, and have always referred her to my friends and colleagues. They are happy with her valuable insights, reliability and excellent service.