Alicia Quek (GSK Pharmaceutical) Way back in 2010, I just entered the workforce and know nothing about financial planning. I was introduced to Alison by my sister. At that time, she just started her career as a financial consultant. It's was amazing how things worked out till now. From zero knowledge on wealth management and health related matters, to whole lot of knowledge in different areas that could help me lighten my burden in future. Every yearly, we will go through my financial portfolio to update my current financial status as well as highlighting areas that i can further explore. I recalled there was a time where i "saved" my money with a bank consultant cum financial planner. I told her about the policy that i had bought with the bank. At first I was thinking, she might get upset, for not getting that similar policy from her. But surprisingly, neither did she not get upset, she even advised me on how I should go about doing it to fully maximise my "earnings". From then on, I decided to (ONLY) let her handle my financial planning. I fully entrust my financial planning to her (haha). She isn't pushy kind of consultant. She helps me understand between what is a must have versus what is good to have. Sometimes at work, I would even share some knowledge on saving/hospital planning that was shared by Alison, to my colleagues. Alison is an friendly and helpful agent that you can fully entrust your stuffs with.
Not only does she follows up with the policies that I have with her, when i got queries about my mom's policy (brought from company), she is always ready to offer help to us.
Back in 2017, When my dad passed on, she also offered to help my family process the necessary paperwork, which was beyond her duties (not from the same company). From bottom of my heart, I am thankful to know her, and for all the help she had given to me and my family.
Because of her outstanding (FIRST CLASS) service attitude, all of my family members, I even recommended her to my boyfriend and his parents.
Last but not least, she also actively upgrades her financial knowledge to better serve us. I am looking forward to more excellent services/products (especially on how to accumulate my wealth) that she's going to share with us in the near future.
Thank you and salute for your professionalism :) |