My go-to person for all financial matters.

Stories about Huishan by Genevieve Ong

Before meeting Huishan, what were your issues?

In my mid to late twenties, I was trying to get my will drafted but had lots of difficulties finding someone I could speak to regarding this taboo subject. Many of my peers and older friends had not even considered getting their wills done, which made it even more challenging to know where to start looking.

How does it feel like?

It was frustrating not being able to find someone to guide me in both the search for a lawyer to get my will drafted and who could teach me how to get started with this process.

How did you get to know Huishan?

Fortunately, my company organised a lunchtime talk on will writing. I signed up for an appointment which was when I first learnt about estate planning and was introduced to Huishan, who opened my eyes to the industry.

Why did you decide to engage her services?

Being a total financial beginner, Huishan was patient and thorough in explaining to me my portfolio and policies, and what they meant. She gave solid advice and always had my best interests at heart. Ultimately, it was this level of comfort that she provided which made it easy for me to decide on engaging her services.

How has Huishan helped you with your issues?

Over the last couple of years, Huishan has patiently listened to my life goals and objectives while providing invaluable input that I trust completely. She has helped me put together a financial portfolio that covers all of my life’s aspirations.

These days, she is my go-to person for all financial matters because I know that she is meticulous and will provide me with sound advice. Just like my physical health, I now have a good overview of my financial health and even go for regular check-ups for it!

How do you feel after taking this journey?

After starting this journey with her, I have the peace of mind to live each day without any worries. I know what it means to have financial freedom; if anything were to happen to me, my family would still be well taken care of. I am grateful for this experience, and I can no longer imagine my world without Huishan!