Reini & Frankie Got to say that YanHui is the first FA that made me feel comfortable. Usually FA are out to close a deal, but she was there to listen and advice with no pressure. She goes the extra mile to understand the situation of her clients, and always comes to meet us prepared with deck of slides to give us a better picture of our position. As such, I felt very comfortable sharing with her my financial plans and goals.
Because Yanhui is our personal friend, it’s so easy to trust her advice because we know that she genuinely wants the best for us. Thank you for consolidating our portfolios and help us bridge the gap in what’s missing in our portfolios. She is super patient and understanding! Even though she is new to the business but her hard work makes up for it! She genuinely cares and run the numbers to give us options and listen to our thoughts, then advice on what will suit our stage of life best. |