NIKI LEE LOEI WEN

Niki has heart for the people she serves. whether she was already your friend when you engaged her or not, she genuinely cares about you and wants to support anyway she can.

She takes pride in explaining and advising on financial things (idk what the term is haha!) and puts it in terms that is easy to understand. even of you are clueless like me, she makes the process easy and comfortable.

Niki takes the time to get to know me and understand what it is that I need to be able to live the life I want and to prepare for my future. She then gives me the best advice and lets me know when to best take advantage of opportunities that come up. It’s been a breeze to get my needs covered and I always enjoy our conversations.

I’ve known Niki since University and upon hearing she was becoming a financial planner, I wanted her help in overseeing my policies. Have not regretted that since, with timely responses to my queries and reaching out to check on my coverage needs. We recently had a chat to update my CI coverage! Thanks Niki!

I was more comfortable with a female agent and I’m so glad I met Niki. She’s very approachable and patient in guiding me through the whole process, clarifying all my questions ranging from insurance coverage to investment. Definitely a comfortable and judgement-free space to start your financial planning journey. 🙂

Niki has been my financial advisor since 2019, since then she has never failed to provide dependable and genuine guidance. Niki is a trustworthy person and I am consistently reassured of her competence in the field by her knowledge of the material, strong sense of empathy, and sincere approach which has allowed her to best meet the needs of her clients thus making interactions with her an effortless and stress-free process. Personally, I would recommend Niki as a financial advisor as she is someone who would only recommend a product if she herself endorses it, therefore I have full confidence in her abilities as she serves with her clients’ best interest at heart. I am tremendously grateful for Niki’s guidance and I sincerely wish her all the best in all her endeavours.

我在2022年通过朋友认识了Niki,我的朋友本身也是很擅长理财，既然我的朋友都有向她买一些投资理财的产品，我相信Niki一定有她过人的地方。因为是疫情期间，我基本都是和Niki通过zoom或者电话短信沟通了解彼此。她是一个非常理性，专业和 友善的人，她很耐心的与我沟通，了解我的个人情况，和背景，然后为我挑选一款最适合我当下的理财产品。虽然我在理财方面的知识很弱，但是Niki都会不厌其烦的为我一条条去解释其细节，并帮我分析我的风险承受度，让我对我所买的配套有了非常明晰的了解。虽然投资理财有风险，但是我相信Niki的专业性会为我的投资带来回报。谢谢你！