Making sense of 35 years of clutter.

Stories about Ramona by Florence

Before meeting Ramona, what were your concerns? How did it feel like?

I did not know much about estate planning and felt very uninformed about wills, insurances and investments.

 

How did you get to know Ramona? Why did you decide to engage her service?

I got to know Ramona from our master’s in counselling course. I got acquainted with her through group work in two modules we took together. She invited me to the free webinar on estate planning, which left an impression. I thought to talk to her and Huishan, her supervisor, after the free webinar to find out more about estate planning. The first session with them was very informative and useful to me.

 

I decided to embark on my estate planning journey with Ramona and Huishan because I see the value in the work that they do. They were not pushy at all, but was respectful of my decision-making process. I perceive the approach taken by Highlife through Ramona and Huishan aligned with my values and views on finances. Hence I asked them for help for my estate planning. I want my loved ones to be able to access the assets I have and will accrued in my lifetime in a convenient way. I realised that the amount I paid to compile my box of wishes today will save time and cost for them in future.

 

How has Ramona helped you with your concerns? How do you feel now after taking this journey?

To date, Ramona and Huishan have addressed my concerns to my satisfaction. More importantly, we have built a foundation of a longer term relationship for my insurance/investment needs in the longer term. I am happy and grateful to have met such professionals and I look forward to working with them for my future financial planning needs when I secure full-time employment again.