Weishan, Treasury Manager

Xiaojun is very responsive and dependable. Knowing her as co-worker during her previous accountant job. As a financial consultant, she is able to advise me on my different life stages and the needs accordingly. And I can always reach out to her easily when I needed.

Angela Chen

I got to know Xiaojun through my company insurance partner. She is very knowledgeable about both personal and company insurance. She patiently explained the plan coverage to me and even helped me review my current coverage. That’s why I chose her to be my insurance agent.

Jolena

I am delighted to write a recommendation for Xiao Jun. We used to be former colleagues as auditors. I had the pleasure of working alongside Xiao Jun for many years especially now that we are working alongside with each other as financial consultants. Xiao Jun is a reliable team player. She is always willing to share her knowledge and expertise, contributing to our team. I can attest to her exceptional skills, work ethic, and professionalism in this industry.

Mei Yen

Xiaojun is my insurance agent and is always very attentive to my messages and responsive to my questions.

Yee Theng (finance manager)

I worked with Xiaojun together in my previous job. Xiaojun is always self-motivated and cheerful. I trust her to be my new financial advisor when she told me she has switched her career path and became as financial advisor.

Thomas

XiaoJun has a sociable nature which allows her to converse effortlessly with anyone she meets. Coupled with an incredible attention to detail, it makes her not only a pleasure to collaborate with, but also a standout in ensuring every aspect is meticulously handled. In short, XiaoJun combines a warm personality with an exceptional eye for detail, making every interaction with her both enjoyable and insightful.