Weiting is a caring and considerate financial planner. Not only does she know her products, but she is also able to put together an appropriate plan that matches your goals for the future and your present lifestyle. She does not push you to the products, but rather lays down what would best serve your needs. And she takes the time to followup year after year without fail. It has been a joy to work with this financial partner.
– Jarrod, Publishing Consultant
I’m someone who doesn’t fuss over my finances. I can do that with a peace of mind as I know Wei Ting will be doing the fussing on my behalf. The great thing about her is her passion in what she does, and it shows in concrete results. My investment which have been stagnant before she took over, have grown 10% in just over a year. She’s not pushy about selling products, and is diligent in the planning and constant review of my financial health.
– Soon Foo, SAF Personnel
I am glad I “found” Weiting. My journey in financial planning was one with many mistakes made, some by my own stupidity and naivety, many others by the ignorance of insurance agents who “cannot be bothered” to find out the policies you already own and what areas you are already covered. I first approached her because I wanted someone who knows how to interpret not just insurance policies from one company, but from all companies. I wanted an impartial and unbiased perspective. It can be difficult to find someone in the mass of agents who is truly “loyal” to you.
Weiting is someone who makes the effort to first find out your financial status and portfolio, financial goals and budgeting plans before making any suggestions for the future. She doesn’t push products on you, only advises you according to your needs. She has helped me tremendously collating all my insurance policies from a variety of companies, trimmed the portfolio so that I don’t have any overlapping policies, and is now in the process of assisting me with my financial and budgeting plans in buying a house. She truly has been a great help to me. Thank you, Weiting.
– Cecilia, Technologist