Wendy Ang

Wendy is a friend whom I met back during my polytechnic days. We have known each other for about a decade now and she is a great listener who makes me feel comfortable in sharing anything.

She is someone I trust who understands my financial goals and needs. I appreciate that she has been helpful and detailed in explaining the different policies and being very patient with me during follow up sessions.

During my financial review sessions, she recommends product that is best suited to my needs and for me to make the decision if I would like to proceed. I’m grateful to have her as my financial advisor making my financial journey a smooth one.

Rachel, HR business partner

Wendy is not only my financial consultant but also one whom is my listening ears at any time when I needed her.

I feel that being comfortable with his/her agent is very important so that they are able to understand your needs and worries. She is very sincere and passionate about her work and caring towards her client. Never once she had pressured me into signing anything and will always get her homework done before meeting me. She just wants to provide the best choice and/ or alternatives to her client because she treats them as a dear friend.

Other than that, I will also text her randomly to clarify some doubts that I have, and she is always there to answer my queries. I’m glad that I met her! Since then, I have been recommending my friends to her because I trust her and I’m glad that they felt the same way too. Thank you, Wendy!

Xue Li, Merchandiser

I first met Wendy when I walked into Manulife HQ to enquire about a retirement saving policy and was recommended by a Senior Agent to work with Wendy.

She carefully listened to my concerns and looked through all my existing saving policies before sharing her recommendations. She is very client centric and prompt in her response to any queries or requests.

She provides sound professional advice to which insurance policy I should purchase and handled my claims on two separate occasions in such a speedy and professional matters and I manage to get my claims within a month from point of submission. Will like to recommend her to those who looking for an expert who is client centric.

Satianathan, Retiree

Wendy had been our family financial advisor for the past 1 year or so. We get to know her through a friend of mine.

She possess a vast amount of products knowledge. On top of that, she is able to cater to our needs and fit into our budget. She will explain extensively to us on the policy we have purchased and will provide us with alternatives for comparisons.

Lastly and most importantly, she will take initiative to update us with our claims status without any hassles.

Denis & Pei Ting, Accountant & Hotel management

I've known Wendy since we were in poly. I remember her being a really down-to-earth classmate and it was comfortable interacting with her in class and during social outings. Fast forward a couple of years, we became friends who would hang out pretty often.

I can also safely say that she is very well liked within the group. In fact, I think more than half of us have engaged her to advise on our financial and insurance matters.

She has proven to be trustworthy and knowledgeable. I trust her with my insurance/financial/ investment matters and I know I can count on her to put my interests first. I'm thankful to have her as an advisor!

Ashley MJ, Manager

I first met Wendy in 2014, outside ICA when I was just about to collect my renewed NRIC.

I find Wendy to be a jovial, sincere and caring person.

Over the years, I appreciate that Wendy has never been pushy, yet has always patiently answered my questions that may often seem endless. She has taken the extra mile to consolidate and provide updated insights on my portfolio. Finally, Wendy has also been very responsive and helpful with claim submissions for my mum.

Keep up the good work Wendy!

Zhiyuan, Director (Business Development)

-My personal financial goal-

My financial plan is to help make the best use of my money and achieve short, mid and long-term financial goals, which are divided into different stages of my life. Since the age of 18, I had planned and re-planned working with many different financial advisers to help me with my goals. That was the era when insurance/investment policy products were so complicated and in-transparent. Along the way, I also met some good adviser as well as the “bubble type” (sell and vaporized). Learning the hard way, I start to appreciate good financial adviser and choose them very carefully.

-The fateful day-

When I met Wendy for the first time, it was a cold call that led her to me. I am open to meet different Financial Services Consultants from various companies for different opinions and yet, skeptical of unreliable Financial Services Consultants whom hit and run. She is very friendly and approachable but I did not engage her services due to the fact that she is new to the industry (her mentor was following her that day). Experience tells me that I should wait and see. Then, she proved me wrong. She followed up with me relentlessly for a good 3 years before I finally bought the 1st product from her. What different is in the short 3 years, her knowledge of financial product grown vastly. Due to her natural caring personality, I trust her to do my financial planning. She makes an effort to update and share with me periodically on solutions that can benefit me. She also came up with a detailed report of what my shortfalls are and proposed a good plan to help me with my goals. She is very patient and detailed in explaining complicated concepts. She is also transparent in sharing with me the pros and cons of each policy. Whenever I have any questions, I will send her a message and she has always been prompt in her replies.

-Look no further-

After 8 years of knowing Wendy, we had become friends and she been having my back while I am fighting for my goals. Together, we had overcome many of my challenges and I had been hitting all my goals so far. I would like to thank Wendy for being there for me. Lastly, I am really lucky to know her and I highly recommend her if you are looking for a good Financial Services Consultant.

Jeff Yap, Data Analyst

I have known Wendy for more than 7 years and she has been very consistent in reviewing my policies and keeping me updated.

Through the years that I have known her, we have built a bond with each other and I know that I can always trust her to provide the financial advice that best suit my needs. She is also very knowledgeable and has been very willing to share her views on certain products even if the products are not bought from her.

I appreciate her for taking the time to “chase” me for the policies which I bought elsewhere and kept them updated so that I could have a complete portfolio of what I have. She is also not pushy and understands my position/needs before she does her recommendation.

Our interactions also go beyond just insurance and financial needs. She is a good listener and a person whom I can chit chat with.

Finally, I glad that I have met Wendy and have her as my financial advisor and friend.

Seok Chen, Senior Auditor

Wendy is a personal friend that I got to know when i was studying back in polytechnic and we forged a strong friendship with a group of wonderful people during a semester in a particular module.

Through the years that i have known Wendy, she have presented herself as a strong and independent individual, while being friendly, caring and outgoing towards her peers.

I appreciate her taking time to explain the policy in detail as i did not have a good attention span and she repeated most of the key details which are essential to take note of when buying an insurance.

At the end of the day, I’m glad that I have chosen Wendy as my financial advisor as I felt comfortable on sharing my finance/stability issues, allowing her to handle my finance portfolio and making my journey peaceful and fruitful.

Dickson, Civil servant

I know Wendy through cold call for 8 years.

She is friendly, sincere, patient and kind.

Can relate to her as a friend that is patient and cares much about my finance management. That’s even though I have a half-hearted attitude on such matters.

Chong Lin, Engineer

Wendy is sincere, responsive and always look out what is lacking on my profile and recommend within my budget.

She is professional with well depth of product knowledge and a patient listener. She is more than a financial advisor, a great friend that I can trust and rely on.

Siok Sin, Manager

Wendy is kind, understanding and will answer your questions when you text her. She is also a good listener.

Wendy doesn't hard sell policies or investment plans but she will first access your monthly/annual income, your current liabilities and your current needs before recommending any policies or investment plans.

Wesley, Engineer