Gary Liu . Purchasing Director, SEA & Oceania . Raw Materials and Energy Purchasing Christine took over my Prudential policies from a previous agent a few years back.
At that time, my family only had one Prudential policy (my hospitalization plan), while I had 2 financial planners servicing my family’s portfolio of policies.
Before our first appointment, I recall telling Christine that I already have 2 FPs and it is not possible for me to purchase any policies.
Fast forward to now, the policies which my family purchased ever since that first meeting with Christine have all been from her considered recommendations.
This is because Christine is knowledgeable, sincere and patient. She really goes in depth to analyze what her clients needs, including consolidating our plans which do not belong to her.
Not only that, she often takes the initiative to inform her clients proactively what may be beneficial to her clients, even though it may not be related to Prudential policies, e.g. SRS, Singapore Bonds, CPF top-ups, to name a few.
Whenever we have any doubts / questions related to financial planning, the first person we go to is definitely Christine. |