TESTIMONIALS
Love Notes From Clients
Ian, Business Analyst
I've only known Natalie for about a month, but her earnestness in ensuring that I was fully comfortable with planning my finances (with anyone, not necessarily herself) gave me great reason to meet her to start my financial planning journey.
I've met roadside advisors who often outright attempt to sell plans with promises of big capital gains. When I met with Natalie, however, I instead got honest views of the difficulties I would face, the risks I'd embark on and the challenges that I would have to surmount. At the same time, she gave me the assurance that I would not have to navigate this journey alone.
The session with her was incredibly enlightening, especially to someone who has had no experience in financial planning at all. Natalie shared her extensive knowledge of the myriad facets of financial planning. These things are often left unexplained by other advisors, but she doesn't shy away from answering any and all questions from me, despite how trifling they seemed.
I would most definitely recommend Natalie. She exudes the right level of professionalism along with light-heartedness, making it feel like you aren't just another client. It may be a daunting journey, but one that her guidance makes it easier to embark on.
Wan Yi, Marketing Executive
I have known Natalie since 2018 and she has always been very genuine and personable. When she first asked to review my portfolio, I was open to it because it was non-obligatory and felt more like a catch-up with a friend than an advisor-client discussion.
She could easily understand my current financial situation and my near term and retirement goals. I sensed her concern for my long term financial stability against the rising inflation, and her strong sense of responsibility as my financial advisor. She explained the details of her recommended products clearly, highlighting the important points to look out for before any purchase.
Even after closing the deal, she regularly shares relevant workshops and webinars, and new financial products that suit my needs. She is straightforward, upfront and does not beat around the bush. She takes a lot of pride in her work and it shines through in her work ethic and recommendations.
I highly recommend Natalie to others as she is very genuine and reliable. I know that I can go to her any time for any insurance related issues.
Fu Gui, Student
I have known Natalie for about 3 months now. I decided to meet her because when I observed her advising my friend, I felt that she was really organised and treated her clients with the utmost respect and care. This kind of treatment was honestly new to me, so I really appreciated it.
I think her whole consultation process was pretty helpful. She went through a plethora of different options to make sure I found the right policies for my needs. What stood out most to me was how her sessions were less about getting me to buy something but more about showing me what my options were. She allowed me to feel comfortable and proved that she can be relied upon.
Her care and willingness to go the extra mile is definitely what makes her different from other consultants. She takes the time to listen to you and recommends multiple options you could take. She is really generous with her wealth of knowledge. She takes care to add a personal touch for her clients, like preparing customised portfolios with little notes or even sending birthday cards - her attention to detail is unlike anyone else's.
I would recommend her without skipping a beat! She makes your life so much easier, her care and attention to detail is unrivaled. What more could you ask for?!
Doreen, Executive Assistant
I met Nat during our yoga practice in 2020 and we clicked and got along well. She's warm and sincere and I am comfortable entrusting my insurance needs to her care knowing she has my best interests at heart.
Nat was thorough in understanding my needs and was able to advise what was best for me. Nat is genuine and personable. The personal touch she gives makes a lot of difference.
I would definitely recommend her because she is attentive to my needs and not pushy.
Zi Hao, Consultant
Natalie gives prudent advice according to your current needs and she is really friendly too!
A relationship with Natalie doesn't end 'financially', it extends towards friendship, endless eating, tears, laughter - everything that makes life great.
I would definitely recommend Natalie - in fact, I've already recommended her to my friends. Why? Because she's the bestest... so good that my grammar can't handle how great she really is!
Yiwei, Architect
Nat is my longtime friend of 20 years and I knew that I could depend on her to manage my finances as well. She is patient and spends time thoroughly explaining the various financial products in a way that I can easily understand.
She is also highly responsive and responsible, always taking the initiative to give me updates and follow up quickly on my queries. I can rest assured knowing that she is actively looking after my portfolio and will provide support should I need to make claims in the future.
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Priscilla, Analyst
I love Nat’s character, honesty & courage, traits that are necessary for me to trust someone with my finances.
She is well informed about what's happening in the market and can recommend the best available products that meet my needs. She even advised me when excessive spending is unnecessary.
I can tell that she genuinely wants to help me, and not just because she wants something from me.
I would highly recommend her! I think integrity & knowledge plays an important part when it comes to allowing someone to handle your finances. She has both these qualities and on top of that, is really easy to get along with.
Chloe, Finance Analyst
I was looking for insurance plans and wanted a reliable, trustworthy advisor. My friend highly recommended Nat and so I decided to set up the first call. By the 2nd call, I already had a solid portfolio to see me through the next couple of decades!
Nat's sharing of her knowledge based on her encounters and experiences as a financial planner was insightful to me. Beyond that, her high quality of service and willingness to go the extra mile left a good impression on me. I particularly liked that she was able to understand and respect the needs/requirements of her clients and was not pushy.
I love her high energy level and enthusiasm. She goes the extra mile and provides great service and care. She is professional and respectful of her clients.
Xinyu, Bank Executive
I had known Natalie for about 2 years before meeting her for financial planning. I decided to meet her for financial planning because she has a background in trading and a track record of high-performing investment portfolios for her clients.
I felt that Natalie really considers what my needs are and recommends products based on them. She also takes into account if I am able to afford them especially when I still have many life milestones to go through. She explains in detail with calculations on how much we need to live comfortably in our retirement years which is very important, as many of us would have overlooked it or tended not to plan much for our retirement.
Lin Wei, Student
I have known Natalie for 1.5 years, and find her to be very down-to-earth, knowledgeable and approachable. She usually shares her own experiences of how financial planning affects different aspects of her life, which helps me realise how important financial planning is. Her stories motivate me to make my own plan for the long run too, with the bigger picture in mind.
I also really appreciate how she never fails to arrange a yearly review with me, as I get to clarify my doubts with her and catch up on each other’s lives.
Solid 10/10 would recommend her :) There’s definitely no hard selling involved - she makes the entire financial planning process very fuss-free, and her simple explanations help me understand what I’m getting myself into.
Rachel, E-Commerce Manager
I have known Natalie for around 1-2 years and it was a no-brainer to meet her for financial planning as she’s so approachable! Her sharing is very detailed and she is also able to answer all my questions.
She feels more like a friend than an adviser because she is so thoughtful and gets along so easily with everyone! I would definitely recommend her for a stress-free, enjoyable financial planning journey.
Belynda, Lawyer
My previous consultant was leaving the agency and to be honest, I felt stranded. Thankfully, Natalie's IG stories about planning and insurance popped up, and I realised she was from Prudential. I have not looked back since.
She is very knowledgeable and always addresses my concerns adequately. She is also honest about my claims and the policies and I really appreciate that.
I would definitely recommend her as she is very patient and I always have fantastic service from her regarding my policies.
Chin Ting, Operations Associate
Natalie is not just my adviser, she is also my good friend! She goes the extra miles to ZHENG my life up! As much as I always look out for her she does the same and always has my back!
I HIGHLY RECOMMEND NATALIE! I've already recommended her to some of my friends. They've all found her consultations very helpful and said she understands their situation very well and advises accordingly!!
Jonathan, Software Engineer
I have known Nat for about 2 years and I decided to meet her to review my current policies and explore what options I had to plan for my future and grow my savings faster than I could from bank interest rates.
I like Natalie’s focus on investment and wealth protection. I would recommend her if you are looking not only for personal insurance but also someone to advise how to plan for your financial future.
Jocelia, QA Officer
I have known Natalie for 1-2 years. I decided to meet her for financial planning as she is approachable and friendly. She makes the effort to go the extra mile for her clients.
She will help you understand your polices and suggest what is best for you. She will only recommend what she thinks you truly need. She is also not pushy and open to any feedback and suggestions.
Shannon, Business Development
Nat was informative and knowledgeable. She listens well and understands my needs thoroughly before suggesting plans that would suit my lifestyle.
She recommended plans that were within my budget and also made me a financial portfolio.
The whole session was very comfortable and I’m glad to know that I’m well covered in all aspects. I love her proactiveness.
Yan Lin, Estate Manager
I have known Natalie for close to 2 years. She was introduced to me by my friend at work at a time that I felt I needed to start planning my finances.
I have learnt a lot regarding my finances through the sessions with her. She ensures that I have the essentials covered so I will not have to worry.
Natalie is always very friendly and helpful. She will evaluate my current situation and help to summarise my financial portfolio before introducing products that she finds suitable for me, so there is no pushing of unnecessary products.
Kiana, Project Executive
I have known Nat for about a year or so. After consulting her, I had a clearer idea of what I wanted to achieve in the next few years and learn more about plans that would maximise my money growth.
She was very kind and understanding of my situation and my needs, and from there she provided a plan that is best suited for me! She is not pushy at all, explains stuff really well, and is very cheerful and lively which makes her very approachable.
Hui Ying, Planner
I knew Nat from yoga for about 7 months and we clicked pretty well! Although I already had another financial consultant from another company, I decided to meet Nat as I was open to new perspectives, and I'm glad that I did!
Nat cares truly for her clients. As a woman, she truly understands the concerns we women have and cares genuinely for me. With her, I never get the impression that she's just trying to close a deal. During our consultations, she gave very clear and thorough presentations that allowed me to understand the complex policies at once.
I have recommended her and will continue recommending her to anyone who needs help in financial planning.
Angie, Engineer
I first got to know Natalie through yoga. I joined her classes for a while before deciding to embark on this financial journey with her. She is never pushy about it, and lets our discussions flow naturally.
She is very generous in sharing her niche knowledge in her field. She always emphasises the fundamentals of wealth protection which I truly appreciate. She never pushes or pressures me into anything I'm not comfortable with. I like her positive personality.
Personally, I feel a financial advisor is someone who is responsible, professional and most importantly caring and a good listener. I have found that Natalie fully embodies all of these qualities.
Julianna, Junior Broker
I’ve known Natalie for around 2 years, after my friend introduced us as I wanted to make better financial decisions.
She’s really friendly and sincere, and doesn't hard sell :) She is very knowledgeable about what she is selling, and confidently presents the information well. I bought the product and it’s been great so far!
I only have praise for Natalie - she's really good at what she does! :) I’ve already recommended her to my friends, because she has made a significant difference in my life and I want my friends and family to benefit the same way.
En Rui, Navy Regular
I have known Natalie for 6 months since my girlfriend introduced her to me and she handled things very professionally.
She helped me understand the areas where my coverage was sufficient and where they weren't. She then recommended me policies that suited me in my current life stage.
She took the extra effort to understand my current needs and my future goals, and never offered me unnecessary plans that I didn't want or need.
She is very caring and proactive, and when I ask her questions regarding the policies, her replies were very clear and gave me a better understanding, which is something I highly value in a financial consultant.
Nicholas, Product Management
Natalie has a big heart and pours her passion into whatever she does, which gives me confidence that any financial policies I take on with her will be in good hands.
Natalie made fair assessments of my portfolio (areas lacking and areas where I was well covered). She understood my goals and current needs well and wasn't pushy. This gives me confidence that she's a financial planner who has your best interests at heart and isn't here just for the short term.
In a financial advisor, I want a person who is capable and whom I can trust has my best interests at heart. Natalie stands out as an individual who has both of these qualities in a fun and bubbly package.
Kheng Guan, Remisier
In the 6 months that I’ve known Natalie, I’ve found her to be a sincere and helpful friend who is also deeply knowledgeable about financial planning.
She is highly empathetic and took the time to understand my financial goals and needs. From there, she gave me good advice on how to fill the gaps in my existing coverage and saving plans, without hard selling. I highly recommend her as I believe she puts her clients’ best interests first.
Andy, Regional Sales Director
We have been friends for about 3-4 years. I like Natalie's style of giving objective advice based on what I need, rather than pushing a product that isn't suitable for me.
She also gives clear, straight to point advice, and helps summarise the key points of the policies for me so that I don't need to read the long documents on my own. Truly a trusted adviser.
YZ Tan, Analyst
I have known Natalie for 3 years and she has always been dependable and trustworthy, which is why I decided to meet up with her for financial planning. She demonstrates great expertise in financial planning and shares from her vast experience, which was really helpful.
It's challenging to find someone as reliable, helpful and sincere as Natalie in this field, so I would highly recommend her to others who are seeking financial advice and planning!
Zi Xin, Consultant
I was introduced to Natalie by my contacts and she became a friend over time. She was very thorough in analysing my existing coverage and explaining the insurance policies. She can identify my insurance needs well and advised me only on what’s needed to improve my coverage based on my life goals. She’s good and reliable, and I can trust her to act quickly on things.
Kellyn, Business Process Analyst
I have known Natalie for a few months. She analysed my current portfolio and took the time to identify and explain gaps in my coverage.
She has a good and updated understanding of what a person of my demographic requires and takes the time to explain the details of the policies in layman terms.
Darius, Student
The reason I decided to meet Natalie is because I can see her passion for serving those around her. She is not only genuine in helping her clients but also willing to go the extra mile for them.
She is friendly and always places her clients as her top priority over everything else.
I would definitely recommend her as she was the first agent that I said yes to because of how genuine she is.
Alfred, Real Estate Agent
Natalie is knowledgeable and sincere. Through our sessions, I have learned more about financial planning, investments and saving for retirement.
She is also very thoughtful and puts a lot of effort into all aspects of servicing her clients, which really shows her selfless character.
Wen Xiu, Nurse
Natalie was very detailed in evaluating my portfolio and found that I did not have coverage in various areas e.g. accident coverage.
She then patiently went through which policies were suitable for me, ensuring that I understood them every step of the way. This really helped me gain insight into my financial state and empowered me to make choices to better protect myself. She genuinely cares for her clients.
Cherrie, IT Consultant
I met Natalie through a friend, who highly recommended her when I was looking to be insured against specific women-related illnesses. I could relate to her sharing and she really explained everything well, so that I was fully-informed before making a decision.
I would recommend her as she is friendly, very well-informed and approachable.
Aderyn, Student
I’ve only known Natalie for a week, and think she is friendly and well-meaning.
She introduced herself as my new consultant since my previous one had left Prudential. I appreciate her reaching out to me, and our meeting was a good chance to review my current plans and coverage as insurance is not something I regularly think about.
I would recommend her because she seems knowledgeable and able to understand different people's situations.
Lorraine, Property Manager
I decided to meet Natalie for financial advising as she is approachable and has good energy. I appreciate that she helped me to plan for part of my finances and ensured that I am well covered.
As I am very occupied with work, having an adviser I trust like Natalie to plan for me frees up my time for other priorities.
I would definitely recommend her as she is engaging, clear in her words, knowledgeable, detailed-oriented and warm in our interactions.
Jasmine, Freelancer
Natalie is approachable and passionate about what she does ❤️ I appreciate that our conversations feel natural and not like a sales pitch, and she only shares the information based on the needs I bring up.
Her sharing about herself and what she experienced benefitted me the most as it helped me understand the products in a relatable way. I recommend her as she is a caring person.
Jing Yi, Sales Representative
I met Natalie 2-3 years ago when I came across her introduction to the PruLady plan and met her to find out more.
However, I got so much more out of that meeting than I had expected, because she reviewed my coverage holistically and gave me options that suited my needs.
I would recommend her because she’s very straight to the point and helps me understand the finer details of the policies, so that I know exactly what to expect from them.
Eunice, Manager
My close friend recently recommended Natalie to me and I wasn’t disappointed. She patiently explained the details of the plans to me and is clearly passionate about her job.
I can trust her with my finances and even recommended my parents to her too.