I've had the pleasure of working with Yiqian as my Financial Consultant through my colleague, and I can't recommend her highly enough.

From our first meeting, it was clear that she possesses a deep understanding of financial planning, coupled with a remarkable ability to make complex concepts easy to grasp.

Yiqian stands out because she personalizes her advice. She spent time getting to know my specific financial situation and goals, ensuring that her guidance was not just sound, but also perfectly aligned with my long-term objectives. Her expertise in various investment options was particularly enlightening.

Beyond her technical skills, what I truly appreciate is Yiqian's commitment to her clients. She has been consistently available to answer questions, keeping me informed and reassured about my financial decisions. It's rare to find a Financial Consultant who not only offers excellent advice but also genuinely cares about your financial well-being.

Working with Yiqian has been a transformative experience for me. She has not only been a Financial Consultant but a trusted Guide through the often complex world of Finance.

I confidently recommend Yiqian to anyone looking for a knowledgeable, dedicated, and trustworthy Financial Consultant.

Kerry

Specialist

Embarking on my Financial Planning Journey with Yiqian in 2020 has been a decision I'm truly grateful for. Yiqian's unwavering professionalism instills a sense of confidence in her expertise. She possesses an exceptional ability to comprehend my financial goals, offering tailored advice and well-suited recommendations that perfectly align with my needs.

Yiqian's meticulous nature and reliability shine through in her portfolio management approach. With complete trust in her abilities, I am at ease knowing that my financial matters are in capable hands. Her commitment to keeping me well-informed is evident through her consistent and timely updates, further solidifying the strong bond of trust we've built.

Choosing Yiqian as my Financial Consultant has undoubtedly been a pivotal and rewarding choice, and I sincerely recommend her services to anyone seeking top-tier financial guidance.

Lynn

HR

Yiqian is a distinguished Senior Financial Consultant at Prudential, who excels not only in managing financial concerns but also in building meaningful relationships. Yiqian's ability to connect on a personal level makes her more than just a consultant – She is a people-centric professional who places your needs at the forefront.

With a keen understanding of financial intricacies, Yiqian has adeptly addressed my concerns and policies, offering well-crafted solutions that encompass risk management strategies. Her proficiency in financial matters is complemented by her remarkable communication skills. Yiqian's knack for simplifying complex concepts ensures that I am fully informed and engaged in my financial decisions.

What truly sets Yiqian apart is her innate people-centric approach. She effortlessly establishes a personal connection, making each interaction feel like a conversation with a trusted friend. Her friendly disposition and empathetic nature create a safe space where I can openly discuss my financial goals and concerns. Yiqian's remarkable communication skills shine through – She listens attentively, asks the right questions, and offers solutions that are not only well-informed but also tailored to my unique circumstances. She also provides regular updates on policy developments, keeping me intimately connected with my financial progress.

I confidently recommend Yiqian to anyone seeking financial guidance. Her expertise, genuine care, and people-centric approach transform the often daunting world of financial planning into a personalized, enlightening experience. With Yiqian, you're not just receiving financial advice – You are forging a partnership that places your financial aspirations at the center of every decision.

Emily

Grant Administrator

Yiqian's expertise as my experienced Senior Financial Consultant at Prudential Singapore has been a game-changer. Her ability to provide not just good, but exceptional strategies and ideas for my financial goals has been invaluable.

What sets Yiqian apart is not just her knowledge, but also her approachability and friendly demeanor. She has effortlessly created an environment where I feel comfortable discussing even the most intricate financial matters.

Her creativity shines through in her solutions, and her deep understanding of financial intricacies ensures that her suggestions are not only innovative but also tailored to my unique needs. What truly resonates with me is Yiqian's commitment to treating all clients equally. She values every opinion and background, fostering a sense of inclusivity that's rare to find.

Yiqian's reliability and trustworthiness are the cornerstones of our professional relationship. Her dedication to my financial well-being goes beyond expectations. Her timely updates, responsive communication, and genuine care about my financial welfare have provided me with a sense of security that's truly comforting.

I wholeheartedly endorse Yiqian to anyone seeking a dedicated and knowledgeable Financial Consultant.

Roseliah

FNB

Yiqian is a very knowledgeable and pleasant Consultant. She possesses an eye for detail and shows great patience in listening to me. She has great level of understanding towards what is useful for me before recommending the most suitable policy for me based on my financial abilities.

She is very thorough in explaining the terms of the policies and how I can utilise them to my benefit. Apart from asset protection, I myself have earned quite a bit from one of the mid term investment that she recommended.

I would strongly recommend her to anyone who needs a professional, patient and understanding Financial Consultant. Cheers!

Melrichard

Self-Employed

Yi Qian is a sweet and trustworthy lady. I met her back in 2020 and chose to engage her to generate more wealth for me through savings. She is very friendly and she knows what's best for me.

She is someone who is not pushy and believes in progressive planning, looking at the bigger picture based on my comfortability as we both agreed that Financial Planning is a long term journey.

I am comfortable, confident and satisfied with her knowledge, professionalism in being responsive and responsible as well as her work ethics.

She always puts in the time to check on me and she puts in the effort to connect with her clients as well. I was recently invited by her to a Client Movie Appreciation night hosted by her and her organisation and gotten the opportunity to bring my favourite sister along for the movies.

I also just met up her and she provided me advices through a catch up review in terms of protecting my assets towards Early Critical Illness and Critical Illness Coverage. Once again, I am contented and satisfied with her solutions that she provided me, based on my comfortability.

She has given me the assurance that she is with me throughout my full fledged Financial Journey. She is a great listener and her explanations about the policies were beyond my expectation level, which was superb.

I definitely have the confidence and trust with her engagement towards my Portfolio and future policies.

Selvi

Client Service Officer

Yi Qian is very professional and detailed. She assisted my family to run through the financial planning, taking into consideration of our needs.

She is very patient to go through the details with us and take the effort to keep us updated on our policies.

She is also very friendly and nice, my family feel comfortable entrusting her to plan for our finances.

Alex and Angeline

Accounting Professionals

Yiqian is a capable and energetic lady who is very knowledgeable and passionate towards what she does.

I really appreciate her patience and willingness to sort out my finances for me in my Financial Portfolio.

She is definitely a Consultant that I recommend everyone to meet!

Ken Lee

FNB Manager

Yi Qian is a friendly and knowledgeable person. She pays great attention to details and is willing to spend the time to explain everything in details.

She will provide financial suggestions only after understanding what my situation and needs are. Although she is my friend’s sister, I genuinely feel safe and comfortable trusting her in handling my finances.

I greatly appreciate that she is willing to go the extra mile in sending updates on my account every month. Will definitely recommend her to anyone that requires advice on their Financial Portfolio.

Liang Qi

Technology Specialist

Yi Qian is a person that is friendly and full of patience. She is also very knowledgeable and she knows her stuffs well.

Her sessions were well organized and insightful, definitely learnt a thing or two at the end of it.

She is not hesitant to share knowledge that she feels will be beneficial for her clients.

An overall approachable and passionate person. Definitely someone whom you will want to work with!

Casimir

Logistics Administrator

I am writing this to express our gratitude towards Yi Qian. We are thankful to have her as our Financial Consultant.

We have met multiple Consultants before but none were like her! Her amazing commitment and services are beyond words.

It have always been a pleasant engagement with Yi Qian and we wish that we have met her sooner.

Naeem & Suzi

Engineer & Administrator

Yi Qian is a very friendly, empathetic and polite lady. I feel that she is very good what she does as a people person.

She provides a good listening ear towards my situation and analyzes my needs accordingly through customizations. She does not rush me through any decisions and make me feel uncomfortable, but instead strategized and made suggestions accordingly based on my comfortability.

She gave me the confidence that my financial journey with her can be enhanced and improvised progressively. I am satisfied to have her to walk me through my financial goals.

Sheryl Lou

Pre-School Teacher

Yi Qian has been my friend as well as Financial Consultant for years. I am thankful and grateful of the fact that she takes care of my well-being with my best interest in mind.

She also takes the initiative to actively keep in touch with me as well as check on me. I greatly appreciate the effort that she puts in as my Consultant as she goes the extra mile for her clients.

Yeoh Yi Ping

Administrator

Prior to meeting Yi Qian, I had my own Financial Consultant. However, due to her sincerity, I gave her a chance to provide me a second opinion in my Portfolio.

I am glad I’ve done so and ever since then, I have never looked back at my choice. Yi Qian is now the only Consultant that I am working with, also taking care of my other policies from my previous Consultant that has left the industry.

She has provided me a clearer view on Financial Planning with great insights towards my future goals. The summary that she has provided me on my Portfolio, simplifies my finances for me in a fuss-free manner. I used to find it tedious to keep track of my policies in the past.

I would highly recommend Yi Qian to anyone who wants to enquire or receive a second opinion towards their Portfolio as she is approachable, friendly and professional at what she does.

Marcus Tan

Optometrist

Yi Qian is a friendly person with great character. She is very knowledgeable in her profession, enthusiastic, empathetic and has great passion in her work. I feel her sincerity and reliable of service, and I'm glad that I’m able to know and be served by her.

She took the time to analyze my current insurance policies and was able to make some excellent recommendations for better coverage. She has made the process of dealing with insurance easy and painless. In addition, she went the extra mile to accompany me for my underwriting medical check-up to ensure that it goes well. Many thanks, Yi Qian, for going above and beyond!

I would recommend Yi Qian to any of my friends, colleagues or family without hesitation or reservation.

Carine Song

Personal Assistant

Yi Qian has been my trusted Financial Consultant for years. She is friendly, approachable, understanding and down to earth.

With her professional people skills, I would strongly recommend her to everyone who is looking for a Consultant who makes financial planning simple and easy to understand, as well as makes you feel comfortable.

Ng Jia Xi

Dance Teacher