KOH LI YAN

Not only is Liyan prompt and responsible, she is always willing to go an extra mile to serve clients’ needs. She is patient with my requests and works with integrity; she would walk me through process and has recommended suitable policies that I was satisfied with. I gladly recommend her services to others, knowing that they will share the same sentiments when they engage her.

Liyan puts in the effort to address my financial needs. She has a good grasp of her knowledge on the policies, which makes me trust her with my financial plans. She is prompt and patient with my requests. She would also follow up with me every now and then. I highly recommend her services to others.

From day one, my financial advisor Li Yan, has always been there to help with my financial and insurance matters. Li Yan is my preferred choice of financial advisor as she genuinely cares for my financial needs.

She has helped me create a comprehensive portfolio which has me well covered, and also saved a ton of money by refinancing my plans that I didn’t know were overlapping.

I’m also impressed with her professionalism, and how she goes the extra mile to ensure that everything is in my best interest. She even recommended products that she doesn’t sell to suit my needs.

Her excellent services extend beyond post-sales. When I needed her help for claims, it was totally hassle free as the only thing I had to do was to send her pictures of the receipts. Thanks Li Yan for your commitment towards excellence, really appreciate your services!

I have met a number of financial advisors, but none was as sincere, genuine and dedicated as Li Yan. She’s someone who has your best interests at heart, taking the time and effort to listen to your needs before recommending something that truly suits them. She puts in the energy and effort to form close relationships with her clients and turns them into lifelong friendships. To her, it’s not just about selling insurance but about being a trustworthy companion and support, for life.

Liyan is a dedicated agent and constantly shows that she is well-versed with her work. As a fresh grad, I needed a policy that could provide enough coverage and that was well within my spending capacity. Liyan took my concerns into consideration and put together a plan I was satisfied with. She is always available whenever I have any queries. Having someone whom I can trust to handle my policy is of utmost importance to me, and she have timelessly proven that she is capable of doing so.

Liyan is a financial advisor who is very well-versed with content knowledge of the different policies offered by the different companies in Singapore. Despite being younger than me, she is never afraid to offer me what she feels is best for me. She constantly keeps me updated with the latest changes and provides relevant advice accordingly, whenever I ask her about matters related to her expertise.

Many of her clients, including myself, have now become close friends of Liyan’s over the years. Trust her with your policies and I’m sure you’ll never look back!