Our Clients' Stories

I first got to know Puay Joo when I was looking for an accident plan. From our first interaction, I found her relatable and trustworthy, qualities that really mattered to me when choosing someone to handle my financial planning.

Even after she moved from one of the insurance companies to Finexis, I continued with her as my financial adviser without hesitation. That’s how much I value the relationship and trust we’ve built.

She’s incredibly patient and never pushy. In fact, she’s always happy to walk me through financial concepts, no matter how many times it takes, just to make sure I truly understand. That really sets her apart.

To me, having a financial adviser means being able to share personal information comfortably, and Puay Joo gives me that kind of assurance. With her, I know I’m in safe and honest hands.