Kristina |Finance Manager My colleague, a professional in finance department (and obviously more financially educated than me) recommends Rene to me ◡̈
Before I met Rene, I already had a financial consultant who managed my portfolio. Through some casual chat with my colleague, I just realised that I didn’t really get much interaction, advise or follow up from that consultant. So through my colleagues’ recommendation, I contacted Rene.
Rene helped me to understand my portfolio better, she thoroughly checking them - generously providing insight and advising me on how to leverage & improve the plan so it would be more beneficial for me and my family!
In the beginning, we had a couple of sessions. Rene patiently educating me, explaining the ‘atas’ insurance lingo/term in a down to earth language so it is easier for me to understand i.e. what’s in it for me, informing me of available option$, optimising my resource$, suggesting plans with realistic timelines, etc.
She proves that combination of knowledge with dedication and having the best interest for others is more impactful! She professionally advises me in a friendly manner. Ask, and she’ll answer responsibly! I believe that she does have my best interest at her heart when she is taking care of my account!
So it was such an easy thing to do when I decided to appoint her as my financial consultant! :))
It’s been 2 years (and counting!) and she does follow up! Keeping me updated and advising any potential improvements suitable for me in this ever-changing economy world!
Will you highly recommend to your friends or family if any ?
Absolutely! You know the saying of “good thing must share”, right?
Till now am so grateful that I listened to my colleague’ recommendation! Looking back, in a way I already knew that I’ll be in a good hand.
Do contact Rene, sincerely hope that others will have happy story as mine too! |