YOUR BUDDY FINANCIAL CONSULTANT

WALL OF TRUST

"Our conversations happened so naturally and it was not a meet up just to talk about insurance - there was no hard selling at all. I could feel that you genuinely just wanted to share and raise awareness of the existing policies according to my needs or might be beneficial to me. You are super duper detailed in sharing the policies' inclusions and managed to explain everything in a simpler way for me to understand better.

What makes you different from all the other financial consultants I've met previously is that you made the extra mile by putting in so much effort into making your own presentation slides for each policy, making it so much easier to understand (& aesthetically pleasing too! I was mind blown). And to add on, you even curated and personalised a super detailed financial portfolio for me! I have learnt better ways to build up my savings, making the best out of what I have now and plan ahead for the future!"

Ms Alicia Goh | Executive Assistant, Lomotif Private Limited

"Unlike other financial consultants that I’ve met, Evadne is patient and makes sure you understand your policies and where your hard earned money is spent. She helped me strengthen the policies I have on hand and value add to my future. I always feel empowered after every catch up session and know that I’m being taken care of.

She is meticulous in the details but having the long term in mind. She makes me extremely excited in my future plans but also safe with my current portfolio. Evadne is thoughtful and transparent. I’m being well taken care of, so I definitely would like my loved ones to be as well."

Ms Nadia Tan | Founder, Hoops & Looms

"We started our very first meeting with a cup of coffee in PLQ Starbucks after getting connected via an online campaign. Evadne was very patient and willing to explain clearly all the questions I have for her. My intention then was to maximise my current savings. Evadne started the conversation by asking about my life goals and my current strategy to achieve them. To be honest, I have very little knowledge about financial planning. Evadne had me covered with the most important protection in Singapore that included Personal Accident and Hospitalisation because medical expenses can be very high due to unforeseen circumstances. She presented to me the plans in great detail and professionally.

Evadne is not very hard sell like other consultants I have met previously, she made sure that I understood what I am purchasing and what I was covered for. Evadne even took time to specially prepare a customised summary booklet for me (This is the plus point, other financial consultants do not do this) and follow up with me timely. I enjoy the time spending with her during our meetings. She is friendly, open, transparent communication, meticulous in the detail and focus on long term planning. I would recommend my friends to her because Evadne is very experienced and most importantly focus on taking care of her clients long term! "

Ms Kanny Ngu | Quantity Surveryor, Hock Lian Seng Infrastructure

"At the age of 19, I had the opportunity to meet Evadne through an online campaign which I signed up for. She began to plan for my future and what suited me best based on my income and needs. She's friendly and transparent about everything and will always take the initiative to help me with whatever I needed. I felt that Evadne's planning and presentations were very informative in terms of how much the plan is, what the plan was about including the pros and cons. Her explanation was very thorough, descriptive yet it was easy to understand, almost like it was fool-proof.

Evadne is different from other financial consultants I've met as they do not go into the tiny little details and she does not hard sell! I learnt that it is important to start getting several types of insurance because you may not know what will happen to you anytime. If you get proper insurance coverage, you'll be more secured financially if anything were to happen. I would definitely recommend Evadne to my friends and family because of the fact that she does not hard sell and will provide you the valuable information you need."

Ms Jacquelyn Lim | Secretary, Eldan law LLP

"I feel that the main differentiator between you and other financial consultants that I have met previously is that I can feel that you are truly sincere in wanting to help me with our portfolio. I did not feel obligated to purchase any plans and I definitely saw the value in the plans that are presented to me. It was an all-around 10/10 experience! You are friendly, patient (with questions and clarifications), forward planning (e.g thinking about how to best plan for the future and not just for the short-term).

I've learnt what kind of coverage I was lacking in and felt at ease knowing that I am now covered in all aspects. I am excited that I now have different 'pots of golds' to grow and protect my money. I feel that you are good at analysing coverage levels and identifying coverage gaps. As you are very sincere and genuine, I feel that my friends would feel comfortable chatting with you about their financial plans."

Ms Elaina Ang | Account Manager, Deliveroo

"You're one of the very few financial consultants that I have come across who takes great effort and initiative to explain details from scratch and ensuring that they are understood before proceeding

to purchase. It is a different approach when compared to the kind out there who are doing this just for the commission instead of caring for the client's needs. The most notable experience I will never forget ever was during the time last year when I fell from the stairs at Orchard Road and fractured my right foot.

From you answering my call when the fracture was confirmed via the X-ray at the polyclinic to assuring me that I will be covered for my consultations and further visits to the doctor, checking up on me from time to time ensuring that I was doing well both mentally and physically, it was truly a seamless process knowing that you're there for my needs. You were there for me not just as a financial consultant but rather as a friend. You never fail to help me with my timely claim submissions and answered the other queries I have even if it is not relevant to my policies under your care."

Mr Vikneswaran Velu | Food & Beverage Manager

"She is very patient in explaining all the terms and never leave out the cons of each plan introduced. Evadne shared with me about insurance coverage with my best interest at heart, not simply because she want to earn your commission. She is super organised with my financial portfolio and go through the trouble of putting together a file with all the important details so I would be able to see at one glance what I am lacking or what I have already purchased - which makes it very easy especially for someone who is leading a hectic life. The fact that she takes time to go through all these trouble really differentiates her from the other financial consultants I’ve met in the past. It shows that she really care for her clients and I truly appreciate that.

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Evadne always plan ahead and anticipate the next steps. She knows what I need before I do and never pushes if I don’t agree and leave me to make the final decision. She’ve been very transparent about every terms which makes me trust her more. I would recommend Evadne to my friends and family because of the quality of service and care and heart that she put in her clients. More and more people need Evadne to be their financial consultant!"

Ms Jasmine Gan | Client Engagement Associate, IMD SE ASIA PTE LTD

"Every meet up with her was very informative: Evadne is always enthusiastic to share information that she felt would impact and will be beneficial to me. Although my parents are not her clients, she was very willing to give advice on their plannings too. She is friendly, approachable and ever-ready to help. I’ve learnt the importance of planning and starting early, including how tax planning is a form of savings. There were no hard selling involved and most importantly, I didn't feel uncomfortable or pressurised to purchase anything that I felt not needed at my current life stage."

Ms Nikita Ng | Executive, Channel Partners, UrbanFox

"Evadne has been very friendly and down to earth. She shows that she cares by catching up first instead of only focusing on policies and products. Meetings are casual and comfortable. Presentations are always clear and what best fits my needs followed by other possible products that may be beneficial as well. Evadne also provides a summary that was useful for me to view all the policies I have.

After having Evadne handle my needs, I learned about where I am currently lacking protection or coverage even after thinking I have covered everything. I would recommend Evadne for how honest she is in caring and supporting in the policy needs of her clients."

Mr Lemuel Lim | Administrative Officer, Hoe Heng Transport

"The meeting started off very sincerely, and there was no rush from you in wanting to jump straight into the pitching of plans. I felt that you did a proper analysis of what I already have to determine the gaps that needed to be filled. With that, the plans that were pitched to me were very tailored to my needs. I left the meeting with a better understanding of what kind of coverage I currently have and what kind of coverage I was lacking which I should have. You are open and transparent in communication, different from most financial consultants I know. I learnt from you that I did not need a large sum of money to start investing to grow my wealth!"

Ms Annmarie Koh | Events Executive, Shangri-La Rasa Sentosa Singapore

"Evadne had a wealth of knowledge that she was willing to share. She is not pushy, but she is open, transparent in communication and meticulous in details. I learnt a lot and my queries of financial planning were clearly addressed. I have referred her to my friends, as she don’t believe in selling the product but believe in building genuine real connections while catering her services to what is beneficial & sensible for her clients."

Mr Ronald Goh | Business Development Manager, TheSmartLocal

"Evadne is transparent and genuine to help people. She is unlike some "pushy" financial consultants that just wants to close a sale, she listened to my concerns very carefully and advised accordingly. Through my meeting with her, I learned of different policies available, which was more beneficial and what was needed for me. I'm definitely at peace knowing I'm better and adequately covered with all the rising medical and living costs. I would refer my family to her because of her heartfelt willingness to help and make a difference in someone's life is the sole reason!"

Mr Shankar Velu | Paramedic, SCDF

"Evadne started the meeting by listening to your concerns and she brings the topic up naturally. Her approach isn't forceful and it was very genuine and sincere. She is completely transparent which made me feel very comfortable. I learnt more about endowment plans and future planning. Because of her sharing, I am not worried about my future financial commitments. I will recommend my friends to her because she is just a funny person to be with and always readily available for you."

Ms Eng Jia Ying | Business Strategy & Operation Analyst, SHIELD

"Evadne prepared decks that are visually easy to understand as compared to other financial consultants that tend to bomb me with too much information. She is friendly, easy-going & understand my needs. I trust her more because she went through the product I singed up for very thoroughly for me to understand."

Ms Joey Chia | Senior Executive, Group Marketing, Challenger Technologies Ltd

"Evadne is easy to talk to and always transparent with the types of plans suited for me. She is always well prepared and very informative with the explanations covering both pros and cons which not many do, one of very few financial consultants that does not hard sell and actually listens and cater to both your budget and needs.

I have only recently learnt that personal accident claims do not have to be very major accidents but as little as dengue or fracture. I feel rather relieved knowing I have already started saving for my future too."

Mr Jevon Teo | NSF, MINDEF

"You value what is important to me. Your willingness to explain, your real heart to share, and you never make me feel obliged. It’s exactly what made me come to you even more."

Ms Joey Goh | Manager, Brand Media & Influencer Marketing