Reviews
I got to know Jacquelyn upon receiving my eldershield and what a pleasant lady she is. Informative and helpful, she isn't aggressive in persuading you to buy. One thing about financial products is it's confusing and Jacquelyn explains it with clarity and straight to the point. She lets you decide if it's worth it or within your budget. All in all a great financial planner.
I was out of town for work last year and had to settle my insurance urgently. Contacted Jacquelyn to find out the plans I needed. She was able to give good recommendations on the necessary and suitable policies for me. Jacquelyn was professional and it was fuss free when she handles my policies. She was also very quick in responding to my queries! It was very pleasant having her as my insurance agent.
I was quite clueless with insurance policies and knowing that having life insurance is important, I looked for Jacquelyn to do a break-down for me. She is very detailed and knowledgeable, explaining the policies that I need according to my income. Putting my trust in her is the right choice as I do not have to worry what insurance I currently lack of as she has the patience to explain all policies thoroughly. A good financial planner indeed!
Jacquelyn is a dedicated planner who’ll constantly update the status of your policy that you’ve purchased. For quick responses and enquiries on dividends funds, I would strongly recommend Jacquelyn as your planner, fast response, friendly, analysed your situations and decisive.
Jacquelyn is a patient and accommodating agent. She is transparent with information and allows me time to properly considers proposal. She understands that though the money to be invested is not huge, it means a lot to me. I'm grateful to have met Jacquelyn as my agent.
Jacquelyn is very professional in her approach to her clients. Meticulous to the details of the policies that are presented. Always listening and ensuring the client understood first before proceeding to the next detail shows her ability to deliver her company's product without any doubt and with clarity. She displays a lot of patience while listening, advising to her clients. With no doubt, I trust her ability to manage my investment.