Jacqueline is one of the most hardworking and conscientious Financial Adviser we have met. She has a very sincere personality, is diligent in following up, and is patient when going through details with us. We feel very assured with her and trust her with our portfolio.
Jacqueline has been my trusted financial planner for many years and I cannot recommend her highly enough. She goes far beyond the basics, providing truly comprehensive care that covers everything from insurance to estate planning with meticulous attention to detail. Jacqueline takes the time to understand my goals and always delivers strategies that give me confidence and peace of mind for the future.
Her professionalism, dedication and results driven approach are unmatched. Beyond that, Jacqueline is also a remarkable leader with a genuine heart for her people. She cares deeply about building the right teammates and partners, always striving to grow together and bring out the best in those around her.
It is no wonder she has consistently achieved COT recognition and recently reached the prestigious TOT level, an accomplishment that speaks volumes about her commitment and expertise. If you are looking for a financial planner who will go above and beyond to secure your financial well being, Jacqueline is the one you can trust.
Hayley takes her client’s needs seriously and she is very prompt when addressing to my concerns. She is very professional by giving advices and plans that suits my financial situation. I feel very comfortable with her too as she is not pushy about her products. I have confidence and 100% trust to have her handle my portfolio and financial planning in the upcoming years till retirement.
I met Zack in 2019 when I was looking to get a term life insurance policy. From then on, he is my only trusted financial consultant. Even though I never asked for anything from him, he has always taken the initiative to review my policies and ensure that I am well protected with the correct plans available. I like that he suggests policies and plans that he believes in or has personally invested in. He makes sure that his presentations are not full of technical/ financial jargon for the layman and are easy to understand. I highly recommend Zack as he is one of the best financial consultants out there with my best interests at heart.
Jacqueline's trails of achievements gave me the confidence she would be able to give me sound advice. She is patient and laid out options for one to consider, explain the recommendation clearly. Jac provides a quarterly update of how the personal portfolio is doing and also gives updates on the general market trend. This is useful to have an idea of how your personal portfolio is performing against the market.
I am writing to express my utmost satisfaction with the exceptional service I have received from Caleb Goh, whom I recently engaged for my investment journey. I obtained your contact information through Caleb, and I felt compelled to take a moment from your busy schedule to convey my positive experience.
Caleb's dedication, passion for his work, and commitment to assisting his clients have truly stood out. His professional approach and unwavering support throughout the investment process have made a significant impact on my overall satisfaction.
I kindly request you to extend my commendable feedback to Caleb. His exemplary service reflects positively on your team and is a testament to the high standards upheld within the organization.
Thank you for your time, and please convey my appreciation to Caleb for his outstanding efforts.
Hayley is my go-to-agent who has been helping me for a few years now, and she does a brilliant job in addressing all my financial planning needs! She listens to my concerns and gives me advices and recommendations that suits my budget. Sometimes the plans can be complicated but she breaks down information that make understanding a breeze. I cannot thank her enough for all her hard work and effort she has put into optimising, and ensuring that my family's portfolio is well taken care of. She is a pleasure to work with and I highly recommend her.
Yi Xiang has been my trusted Advisor since 2018, and there is no one else I would trust more.
He has always been able to explain policies very clearly and patiently, and always answers any questions promptly. Any requests or cases that I have were always handled diligently with the utmost care.
He has been a wonderful friend for the past 15 years and there is no one else I would look for to help me plan for my future.
Working with Wei Ren has been a transformative experience. What sets him apart is his proactive and forward-thinking approach to financial planning. He don't just react to market changes; he anticipate and strategically plan ahead. This foresight has not only protected my investments during challenging times but also positioned me for long-term financial success. I highly recommend him for his strategic acumen and proactive guidance.
Jacq and I go way back, almost 8 years now, from our time in a previous company. Trusting her has always been easy. One standout memory would be the countless hours she’s spent training us, ensuring every detail is covered. Her genuine care for the team, coupled with her passionate drive, has been a guiding light. Our team gatherings and bootcamps, orchestrated by her, have been monumental in forging a cohesive, friendly team culture.
Under Jacqueline’s leadership, our team has risen to her high standards of industry knowledge and client service excellence.
Every day with Jacqueline is a lesson in growth. Her guidance is unmatched—from those yearly reviews where she encourages me, pointing out areas for improvement, to her genuine concern for my well-being. I remember this one time I was coughing non-stop, and she went out of her way to get me special medication. And when my back was acting up, she made sure I got a massage to help. It’s these moments, big and small, that showcase her dedication not just as a leader but as a genuine human being.
Working with Jacqueline is nothing short of enlightening. She’s the epitome of dedication and brilliance. Every day with her offers learning and growth. One standout moment was seeing her tailor-make a solution for a unique client situation. Her ability to juggle mentorship, learning, and client care never ceases to inspire me.
Jacqueline is not just a mentor; to me, she’s family. From my very first steps in this industry, she’s been the guiding force, the caring sister, offering unwavering support. Those initial challenging months could have been overwhelming, but with Jacqueline’s consistent check-ins, both about work and my well-being, I found the strength to persevere. Her dedication to not only her profession but also to the personal growth of those around her is truly commendable.
Jacqueline is the kind of leader who doesn’t just tell you how to do things but inspires you to strive for more. She blends vision with empathy, making us feel valued and understood. Each interaction is a lesson in leadership, and her trust in our capabilities stands out for me.
Jacq is an exceptional director, known for her meticulous attention to detail, eagerness to assist, and openness to diverse viewpoints. Her willingness to consider varying opinions ensures decisions are both well-informed and inclusive.
I’m grateful to have a supportive manager who shows me my blindspots and how I can do better in my career, as well as a training ecosystem at Infinity which is very good and comprehensive.
I was looking for a mentor who knew what she was doing, and an environment that had a strong ecosystem, with adequate training and a good support system, and what I experienced at exceeded my expectations. I’m surrounded by top performers in the industry and they’re very open to sharing insights
