I met Claudia to discuss my options on investing my money and found her to be competent and personable. She was able to explain things in a simple and concise manner for me to understand. I have found her to be diligent in her work. On a more personal front, she has a great personality as well. Her frank and forthright nature makes her suited for her current role as a financial advisor. I am confident that she will be an asset to anyone looking to plan out their financial future and will recommend her to my friends.
– Daniel Z, General Manager
Claudia has been my touch rugby team mate for many years. Despite our relationship, she has kept our meetings professional and impersonal. What I’ve valued most is she understands my interest at heart and isn’t pushy.
Within three meetings, she was able to draw out a comprehensive blueprint of my financial needs, my retirement & business goals. She provided wholesome range of solutions to achieve them by addressing the implementation of each solutions based on my exposure on risk vs returns.
With that, I have confidence and trust in Claudia to advise and help me in making an informal decision. I would definitely come back to her to expand my financial goals as my career progresses.
– Amanda Cheng, Architectural Assistant
Before I met Claudia, I had a trusted agent for many years who managed of all CPF investments and insurance. Her service was excellent. However after she had left the company, the other agents that were introduced to me could not provide the quality of service.
Fortunately, I met Claudia who is now my trusted consultant. She has shown her professionalism in serving all my policies and gave clarity in my financial needs. She is highly reliable as she is always a phone call away when I needed help with my claims and financial plans matters. I have also entrusted her with my CPF investments as she has shown prudent knowledge in investment and awareness of my future needs.
Moving forward, I hope for Claudia to continue in this career and go on to greater levels.
– Johnny Chan, Director
I couldn’t have asked for a better agent than Claudia to manage my savings and protection plans. She exemplifies the hallmarks of a passionate and dedicated professional to her field with great attitude, passion and a well rounded approach to connecting with people. The insurance industry is one that is defined by relationships and Claudia goes the extra mile for her clients to feel assured and confident of their investments with AXA.
– Darren Beck, Conference Manager
Claudia, first and foremost, possesses an extremely motivated and driven personality. As an agent, she is attentive and passionate about what she does and does not hesitate to go the extra mile for her clients. Being a young professional herself, she understands especially what young executives are going through whether they are starting out their career path, or transitioning between career changes, she has the ability to help young executives better perceive the importance of being covered. She has always been professional, pleasant, and a fantastic agent to work with. I look forward to continue working with her.
– Johanna Tay, Senior Accounts Executive