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TESTIMONIALS

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Urban Skyline

​Financial Services Consultant

With more than 20 years of industry experience, my expertise is providing financial planning. Being a single mum raising 5 daughters, I understand the challenges and complexities of life – from figuring out your finances as a young adult, to starting a family, to planning for your children, making smart investments and retirement.

I take pride in providing balanced and measurable financial planning advice. The basis of my expertise is built upon empathising and putting myself in the shoes of my clients and taking time to understand their financial situations and goals.

This enables me to provide effective financial advice that make sense for your wallet, can benefit you long term and meets your requirements.

Journeying with my clients and their families through different phases of their lives is the most rewarding thing about what I do. They have also become my closest friends and providing financial advice and services the them has become more personal and important to me than just a job or task.

When a claim arises, I put in my utmost efforts to ensure my clients get their reimbursements successfully and I am able to tackle challenging claims by going the extra mile in helping my clients with appeals with a high success rate. Being able to help them this way gives me a great sensse of achievement.

I care very much about all my clients and ensure they feel secure financially and that they can count on my knowledge, skills and experience to safeguard their families and loved ones.

Sunset Over New York City

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