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.
Hayley is truly a caring and helpful person as a friend. She is also professional in her job and responsive as a financial advisor. Moreover, she will propose plans and solutions according to my financial situation and budget. I will highly recommend Hayley not only because of her good qualities she has, but she is also able to provide comparison services across different companies.
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 met Jacqueline when I was purchasing my first property and she was my mortgage specialist. Over the course of the last decade, I've met and worked with several Financial Consultants. However, till date Jacqueline's value continue to outshine her peers in this industry. Her desire to get to know you and understand your personal situation and stage in life helps her to map the right financial instruments. When combined with her strong sense of integrity, I feel that I am always in safe hands and I can be 100% upfront with her, without judgement.
Jacqueline is a July Baby, born in the same month as me! She understands me and has been honest with all dealings and only wants the BEST outcome for me. Jacqueline is more than an agent and banker to me, she's someone I can confide in. Her analysis is fundamentally strong and backed up with data. Her presentation is conducted as much as possible in layman terminology and she prompt with follow ups. She is objective centric to an individual's needs and will not push any products to anyone because she is chasing a commission.
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.
Choosing Wei Ren was one of the best decisions I made for my financial future. His approach is refreshingly personalized – he took the time to understand my unique financial situation and aspirations. The guidance provided was not only insightful but tailored to align with my goals. His commitment to client success is evident, and I am grateful for the positive impact he had on my financial journey.
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.
Zack stood out among other financial consultants because of his ability to find affordable coverage plans that fit my budget. He's direct, cuts to the chase, and understands my needs. He quickly analyzes my situation and provides updates even when further research is needed. I met him during national service, and I'm confident he's the kind of advisor everyone wants. I highly recommend him to my network!
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.
Yi Xiang is a professional agent who has never shied away from spending extra time to find policies that suits my needs. He is always ready to follow up and answer any queries.
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
