Gerrard (Investment Bank Ops Senior Leader)

Worked with Grace in her previous job and she always had a friendly demeanour, which makes it easy to share my concerns. Through proper understanding, she assists to recommend and does not push products. She has been very helpful with my policies, assisting me thoroughly in areas I had queries about with the company. She also reaches out actively to ensure I am updated on my policies, which is a welcomed change from my previous consultants. Highly committed to her work, I would recommend Grace to anyone who needs advice planned in their best interests.

Patrick (Audit Partner)

Grace has shown a commitment to excellence and clearly putting her clients in first place. She follows up on the queries promptly and offers useful solutions. No hard selling but always a constructive open discussion with her. Her dedication has been evident based on my dealings with her. Well done Grace!

Therese (Lawyer)

A warm, hardworking and professional advisor, I got to know Grace through a loved one. Grace takes the time to get to know her clients and puts in the effort to help us safeguard our interests. I especially appreciate her patience in helping me familiarize myself with the material aspects of insurance, and her ability to provide succinct pieces of advice that are helpful and to the point. Thanks Grace!

Adrien (Private Banker)

Responsible, reliable and trustworthy, Grace embodies the traits of a great Financial Consultant. She is not only warm and jovial as a person but also precise and accurate when it comes down to business. She conducts herself professionally and displays great patience when dwelling deep to understand my present financial situation and future plans for myself personally and my family as a whole. With her help through our discussions, she has helped me plan for my future with great detail and care to ensure that I meet all my financial goals and have sufficient protection for my family throughout my journey. She is a sincere and true friend and I appreciate all her help and support.

Kah Yee (Engineer)

Upon my first encounter with Grace, I was immediately struck by her approachable and amiable nature. She took great care to explain the fundamentals of financial planning and the nuances of various policies with remarkable patience. Prior to suggesting any relevant products, she took considerable effort to comprehend my present circumstances, needs, goals, and future plans. Engaging her as my financial consultant has been an absolutely rewarding decision, and I have no cause for regret.

Shu Yu (Lawyer)

I have known Grace for a long time as a fellow aerialist, and never once has she bothered me to purchase anything from her. From time to time, I would pop up out of the blue and ask her random questions on a particular insurance-related topic, and she has always given me her time and answered my questions (even as a non-client). Today, we spoke about purchasing a Personal Accident plan for myself. Actually, I was pretty much prepared to simply purchase this myself on Prudential’s website and indicate her as the advisor serving me. I was surprised that Grace wanted to bring me through this personally given that it is a fairly straightforward policy (and therefore a “lower value” one for her in terms of earnings). Our conversation ended up being more than 1 hour! I appreciate the detail and care which Grace put into her presentation of the policy options, and the efficiency in which the purchase was effected (I barely had to do anything, it was great). She took a position as to what was and was not suitable or recommended, and explained it very well. I left feeling that I had made a considered purchase and did not feel pressured or overwhelmed at any point in the process. Another point of note for those considering Grace to act as your financial advisor: she’s been in the field for a while and is a consistent top performer at Pru, which means that she is probably less likely to quit the company/field and leave you hanging!