Making sense of 35 years of clutter.

Stories about Marie & Ramona by Christine Koh’s Testimonial

.Before Meeting Marie and Ramona, What were your concerns? What did it feel like?

Having done my LPA and Will after my husband passed away, I initially thought I had everything in place. However, after attending the seminar, I realised estate planning involved much more than I had thought and that there were gaps I hadn’t considered.

 

How did you get to know Marie and Ramona? Why did you decide to engage in their services?

I first got to know Ramona through her role as an Aviva Clinical Coordinator, where she encouraged cancer patients including my late husband, and supported them through their journey. After joining a webinar on Estate Planning and Will Writing, I felt that Highlife Advisory was the right fit to guide me. That’s when I met Marie.

 

How have Marie and Ramona helped you with your concerns? How do you feel now after taking this journey?

Marie and Ramona were very patient and clear in addressing my concerns. They walked me through every step, making the whole process feel manageable and reassuring. I especially appreciated receiving a well-organised file, the Box of Wishes, with all my insurance and other documents systematically arranged. I now feel more secure and at peace knowing everything is in order.