MAKING A
POSITIVE CHANGE
MAKING A
POSITIVE CHANGE
IN YOUR LIFE
RETIREMENT PLANNING
Proven Investment Framework that ensures consistent gains from the market
ESTATE PLANNING
This allows you to rest easy knowing that your wishes will be carried out in the manner that you've chosen for your loved ones
PORTFOLIO REVIEW & ANALYSIS
Identify the gaps in your portfolio that can be potentially filled
PERSONAL AND FAMILY FINANCIAL PLANNING
Guarantee yourself a reliable medical protection so that your assets are protected
Why work with me?
As I was looking for a career change, I hoped to join an industry that allows me to have a good work-life balance so that I can enjoy the benefits of both my professional and personal pursuits while offering room for my skill set to grow. After speaking with friends and colleagues, I realised that insurance is the industry where I can find these needs met, which also aligns with my interest in helping people perform at the best of their abilities.
My career in the financial services industry comes with a strong desire to help people achieve their financial goals and objectives. Since joining the industry 10 years ago, I have been consistently surprised by the lack of attention people pay to their finances. Not only do many people not have basic financial literacy, but many see finances as something that is unimportant or overwhelming. With much passion and knowledge, I would like to help individuals move beyond feeling overwhelmed and instead feel empowered by their ability to understand and manage their own finances.
Learning about local cultures, understanding their priorities for themselves and their families are truly fascinating. An added bonus: it amazes me how there are different ways to solve one's goal and how people can embrace that change under my guidance. Being a financial advisor, I find that one of the happiest moments was when a client told me that he was able to achieve his life goals because of my help. With that, I aspire to continue to help people achieve their financial goals and objectives.
Being a mother of 3 kids, I understand the desire that parents have to provide the best for their children while planning for retirement at the same time. My approach to financial planning takes a holistic look at your entire lifestyle and ensures that we cover all areas so that you can feel secure about your family's future.
PROTECT your wealth for you and your loved ones
ACHIEVE your personal and financial goals
UNLOCK the “dead” assets
What to expect at the end of our session:
A comprehensive review of your portfolio and restructuring strategies
A proven way to keep your portfolio profitable
Your own personal tailored portfolio report
Take control of your finances now to secure a better future for you and your loved ones.
Lynnette Loong
Lynnette is very knowledgeable and has provided me with very valuable financial advice. She is very approachable and easygoing which makes me feel very comfortable speaking with her. Thank you and keep up the great work!
Ryan
Client
I met Lynnette 3 years ago and she helped with my policy review and suggested on how I can improve and restructure my portfolio. She is indeed very professional and I like that she is very attentive and listens to my needs and budget before coming up with a customized plan for my family.
Elise
Client

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