“Shannon is by far the best financial consultant I’ve met, able to emphasise the importance of planning wealth for myself and my future generations. What stood out during our meeting was that Shannon had a presentation slide ready to introduce herself and the services she offers—no one else I’ve met has done this. It was structured and helped me understand her as a person. My favourite part was the planning software that Shannon uses for her clients, as it allows us to visualise how much we need to save in the long run. This meeting was eye-opening for me, even though I’ve met multiple consultants from different companies before. The biggest discovery I made regarding my finances was how much I had underestimated retirement and how I wasn’t saving as much as I should have. Shannon is also very professional. Instead of hard-selling certain policies, she provided a great introduction, took the time to understand my current financial standing and needs, and only then made recommendations. What sets Shannon apart from others is her ability to present with concise and clear presentation slides—something other consultants lacked as well. She also made sure to get to know me and my priorities before planning my finances. I would recommend this meeting to others.”

Bek Hao Ting

“Before meeting Shannon, we had no clue about financial planning. She made us realise how important financial planning is to us at this stage of our life. Shannon is very passionate and knowledgeable, which enables her to provide us with a very comprehensive financial overview. She is also very meticulous and always takes our concerns and interests into account. Unlike other financial planners, she is not pushy with the plans and always ensures that our priorities are met. With the holistic retirement and investment plan, we believe that we are able to retire comfortably and with peace of mind. I would definitely recommend Shannon's services to other people who need it or who wish to pursue a better plan for themselves. :)”

Cherie Tan, Lee WeiXiong

“The session with Shannon was great and insightful. After discussing with her, I had a clearer understanding of my financial situation and what needs to be done to make me financially free in the future. The sessions were very objective and tailored to suit our needs rather than following a structured sales template. Shannon is very understanding and approachable. Thus, it was easier for me to discuss openly with Shannon about all my concerns, and without any doubts, all of the concerns were addressed incrementally by her recommendations. Shannon did not force her opinions on me and she openly discussed with me, aligning on what suits me. Overall, I thoroughly enjoyed discussing my finances with her and am very glad to have come across her. :)”

Kannan Azhagappa