What my clients say......
"Phylise is not only our financial planner but also a personal friend to us.
She has a wealth of knowledge in financial planning.
Phylise has always been very service-oriented and always try to keep us updated of the latest financial products.
She's even willing to go an extra mile to check on information whenever we have any queries.
Most importantly, she never pressurizes us to make any decision immediately or to purchase additional products."
From: Serena Chan Ying Ying, HR Manager, Manufacturing Industry and
Maurice Tay Chaw Ling, Senior Buyer, Delphi (Year 2008)
"I have known Phylise since 2003 and she has been my Financial Planner since that time.
I had many Financial Advisers and Insurance Agents pitching their services to me.
I shunned them because I felt most are 'fly by night' advisers and nobody truly demonstrated knowledge
of their services beyond the products they are pitching. I found Phylise’s approach towards her clients refreshing,
as unlike most advisers, she is not sales motivated. Coming from a consulting background,
I respect her professional integrity in not pushing financial products,
which do not necessarily meet my needs. Phylise takes the effort to monitor,
update and advise me regarding my investments – something that I appreciate as that is a mark of a true financial planner
versus a financial product sales person. Phylise’s interests in financial planning issues and knowledge of the market is
apparent in her consultative approach towards her client.
I feel that she is someone I can trust, and therefore have no problem in recommending her to any friends or colleagues."
From: Ho See Young, Vice President China Operation, Poyry Forest Industry Consulting
(Year 2008)
"Phylise is a patient and knowledgeable financial planner who truly cares for her clients.
She goes the extra mile to research and provide advices on products and services.
She keeps a close tab on the performance of my investment portfolio and provides regular updates.
I am very happy with her services and have recommended her to my friends."
From: Dawn Lim, Mother of two, Education Industry (Year 2008)
"I am really glad to know Phylise and have her as my friend and Financial Planner.
She is very professional and passionate in her job; patiently explaining,
providing sound professional advice and constantly keeps me updated.
To my family, she is a Sunflower always smiling, friendly and full of energy. Thanks, Phylise."
From: Serena Oh, HR Executive, Retail Industry (Year 2008)
"I’d like to express my gratitude to Phylise for her professional service rendered
on all aspects of financial planning from setting goals to achieving them,
as well as offering invaluable and practical advice for managing cash, insurance, health cover,
retirement planning and investments.
To me, revealing personal financial information can be a very sensitive situation but Phylise has handled it
with professionalism and thoughtfulness. Not to mention she even put in much effort to compile the policies and
portfolios into simple yet presentable profiles. Moreover, the transactions were fast and very professional.
It was a pleasure to work with Phylise and do keep up the good work, Phylise!"
From: Andrew Ng, Chief Operating Officer, HSH Nordbank AG (Year 2008)
"Phylise is a sincere, thoughtful and professional financial advisor.
Throughout these years, she has regularly updated me with developments in the financial industry like changes to
CPF regulations and reviewed my policies in the light of these changes.
She also keeps me abreast of new investment products by sharing the salient features with me.
She recommends plans and policies based on the needs of my family and me, and is always patient and clear in addressing my queries.
I am pleased to have Phylise as my advisor and would recommend her to anyone who needs a thoughtful and professional financial advisor
with in-depth knowledge on financial planning."
From: Tan Boon Huat, Head of Transmission Core & Network Facilities Management, StarHub Ltd
(Year 2008)
"Phylise and I have been friends for more than a decade; we have known each other since our university days.
I am a strong believer in insurance planning. I bought many policies for my family and myself.
When Phylise became a Financial Planner, I proudly presented all my policies to her and I had a shock of my life.
She discovered that my husband and I were covered with only about $50K on death and $20K on critical illness.
Also, the plans that we took up for our children’s education needs will not be in time for their tertiary education as the maturity date
is much later than the year they are supposed to enter the university.
From understanding my financial situation, objectives and needs,
Phylise helped me to build a strong foundation in my insurance planning and puts in place saving plans for my children’s education as
well as for my retirement planning. I am extremely impressed by her professionalism and her business ethics.
I am glad that we are now well covered and our investments have enjoyed steady growth under her care.
Over the years, she communicates and updates us on the market changes regularly and guides us along the way.
Her commitment and dedication in carrying out her work has made her a good Financial Planner whom I admire. Her friendliness and helpfulness
have constantly touched my life and others.
I would like to thank her for what she has done for me, my family, friends and relatives. I wish her all the best in her endeavors.
I have no hesitation in recommending Phylise as a good and dependable Financial Planner.
Yours Sincerely,
From: Mdm Lee Hiang Cheng Hwa, Executive, Manufacturing Industry (Year 2008)