The reason for this Q&A format is because these are taken from random customer feedback surveys. Here are testimonials and feedback from some of my clients.

Feedback from Alice Tan:

Can you kindly elaborate: which factors made you decide to engage me as your Financial Planner?

Chei Huey really makes the effort and goes that extra mile to find out and provide professional advice instead of just pushing for sales like most agents. That’s where my needs are met. She’s also my close friend and I feel more comfortable and at ease talking to her as well.

In what way have I helped you with your insurance and financial needs?
Providing advice and alternative policies and also considering the risk appetite, thus providing a good match to my needs.

Is there an experience where I have gone the extra mile? How was it like for you?
She went through all my existing insurance policies and giving me a summary of my portfolio to determine which are the area that I need to focus on. Not only that, she did the same for my family members too. It is indeed very beneficial to us and totally without any obligation to sign up new policies with her.

Why would you recommend my services to your friends?
With her professionalism and knowledge, I believe she will be a very good help to all.

Is there anything you would like to add?
I would definitely engage her service again especially now I am considering getting insurance coverage for my soon-to-be-born baby. She is really a role model and someone to look up. A very enthusiastic and caring person who is always willing to upgrade herself.

Feedback from Chloe Tng:

Can you kindly elaborate: which factors made you decide to engage me as your Financial Planner?

Referred by a friend who suggested this FP as she is dependable and resourceful.

In what way have I helped you with your insurance and financial needs?

Chei Huey has a keen attention to detail and has helped me identify my financial and health insurance needs and then narrowed down the possible plans that would best suit the needs of myself and my family.

Is there an experience where I have gone the extra mile? How was it like for you?

Given that I am new to insurance policies, I had a lot of questions on my mind. Chei Huey has been very patient with me and took the extra effort to answer all my queries regarding the different policies.

Why would you recommend my services to your friends?

I would recommend this signature FP because her service is client-centered and only suggests the policies that are realistic and suitable for the client.

Is there anything you would like to add?

Thank you for the patience and time to go through the policies with us in the initial stage.

Testimonial from Noraidah Omar:

I got to know Chei Huey while I was looking for hospitalization insurance. My previous financial planner unfortunately became “too busy” to meet up with me.

I have bought insurance policies before but unfortunately they are always tainted by hard sells and agents who are focused on selling rather than understanding the needs of the clients.

I guess it is the nature of insurance companies to reward top sales people instead of top customer-oriented insurance agents. Being an entrepreneur and self-employed person myself, I can understand.

However Chei Huey was so different. She was not out to chase after MDRT rankings. When I first met up with her, she gave careful and objective assessments of my existing insurance policies. There was no attempt to try to “convert” me to buy her policies instead.

She not only shared her in-depth knowledge as a financial planner, she showed me she walks the talk. It is impressive to meet a financial planner who understands the stages of life you are at and really helps you to move towards your goals.

I have referred her to my network of clients, family & friends.