KENDY LEE

I have known Kendy for 10 years and she has always been personable and inquisitive on the mid to longer terms financial goals that I have/had.

She offers a holistic view on how to plan ahead and set aside finances and is extremely good in offering a longer term plan, whilst she also seeks out my interest on shorter term investments.

Thanks to her advice and actions taken on some products, I have set aside a decent amount of savings that will come into use, given my usual risk-prone investment style. 

Kendy also truly cares about her clients and always offers advice that will fit in with their own goals. In addition, she also offers perspectives that helped me form views that are more balanced.

Kendy came alongside our family in 2013 when we were newly married and expecting our first child. We knew that we would need to have a comprehensive financial plan for our family and parenthood. It was through our cousin, that Kendy was introduced to us and since then she was our financial consultant who took care of our needs of our family in terms of financial planning, life and health coverages. One of the most important attributes that she possess is that she truly care for her clients which made her indeed stand out from her professional peers. 

She is also not only well-versed in Prudential products but the financial market as a whole, hence she could provide advice more holistically as compared to someone who only is focused on products available by the main financial institution. Another point I want to make is that one could trust Kendy that she would be there with you in your life journey as one moves through different stages of life with varying financial needs. She would think for you and strategise to get you the best coverage while optimising your budget. 

We are truly grateful to have her as our financial consultant, and true friend. She has gone on to help my parents as well in their financial planning and has many times gone beyond her call of duty. She would be the first person to come to mind when someone asks me whom would I go to for financial planning help.

Kendy has patiently showed my husband and I how to maximise our funds to ensure adequate protection for our family.
She has helped to analyse our family situation and made sound recommendations on restructuring the financial coverage to ensure it is adequate for our growing family and the different phase of life we are at.
Thanks to her good advice on prudent financial planning, we are now more aware of the coverage we used to have and should have.
We have since restructured our insurance portfolio and is confident that coverage is adequate.
Thank you Kendy for journeying with us in financial planning. 

Highly recommended!

I first got to know Kendy through a friend for my mum's plan. Surprisingly, although I have only known her for barely a year, she feels more like a friend, rather than being just a financial consultant. Since then, she has been giving very useful advice for both my mum's and my own plans. 

Greatly recommend her as a financial consultant and she will definitely be able to help in the development/administration of our financial plans so as to achieve our life goals! :)

Each of us has a personal and unique life journey. 

As a fresh graduate joining the workforce and facing the big unfamiliar world, there are many unknowns and risks. I am grateful to have known Kendy, who has provided excellent insurance advice. The advices are individually crafted based on financial needs in different stage of my life, from fresh graduate to forming a family. I believe that she will continue to provide excellent advices because of her commitment to help others. 

Most importantly, thank you for the guidance and friendship over the 12 years.

I have been with Kendy Lee more than a decade and we are more like a family. Never gave a second thought to change to a new Advisor. Periodically, she will review my policies to ensure I'm mindful of the latest revision particularly if it affects my current standing. She's definitely a person who cares for her client.

Kendy is an extremely dedicated and warm financial consultant who is always willing to share her knowledge and goes the extra mile to educate and explain, making sure that her client’s financial needs are adequately met. I have worked with her for over 10 years, and she does regular pulse check to ensure that I am on track with my protection and savings planning. I feel very assured and confident with her as my financial consultant. 

Recently, I made my first personal accident claim, and Kendy was patient and guided me through the process, she made the experience fuss free and simple. I later realised that it’s a very straightforward process and I could have done it myself! 

Thank you, Kendy and I highly recommend her without a doubt!

"From 2 to 5 people family, from client to friend, time surely pass fast. All these years you had been taking care of our financial planning, giving your best advice like you always do. Thank you! 

PS: If you don’t have a trusted consultant, you may consider mine. "