Yap Kian Seng | Social Worker, Care Corner Family Service Centre Jacquelin’s approach towards her role as a financial adviser has been very refreshing - how she prioritises the human before her and her willingness to provide clarity on financial matters tailored to the needs and queries of those who she has an opportunity to work with, as well as transparency with regards to insurance processes.
I also appreciate her focus on relationships and raising her client’s financial knowledge to make personalised, meaningful and financially savvy long-term decisions, instead of using intimidating tactics used by typical sales minded advisers. I think it’s an admirable trait in her line of work, especially where targets can often be placed over the individual by most advisers. |