Before meeting Ervina, What were your concerns? What did it feel like?

My previous Independent FA was moving to another role. I was concern whether I will have a suitable FA to replace him as this industry not only requires knowledge, experience, but also “personal touch” that foucs only the client’s interest

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

My portfolio was handed over to Ervina from my previous FA. Ervina explained to me that she had a mandate from my previous FA that she would looking after my portfolio with care. So I gave her opportunity to look after my portfolio.

How has Ervina helped you with your concerns? How do you feel now after taking this Journey?

Ervina schedules regular six-monthly review on my portfolio and financial planning, from insurance needs to investments and retirement portfolio. She helped me to provide advices on good opportunities in the market and explained to me patiently on different investment vehicles. So far, I am happy with her financial advices and hope my portoflio performs according to plan.