Emilia Ooi

HR Executive

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"I would describe Emilia as a personal and professional financial consultant. She was easy to talk to, very patient and detailed in her explanations. Her approachable and friendly demeanour also made me feel very comfortable sharing my financial portfolio and personal life plans with her.

 

She's definitely not the pushy or aggressive kind of financial consultants some of us might have came across before. She's sincere in understanding your priorities and respectful of your opinions. I really admire her tenacity to stand up for the right values and there's always a lot to learn from her. I would've given her 10 stars on this review if I could!"

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Engineer

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"I always had a stigma against financial advisors even when insurance is deemed to be a necessity. When I first got referred to Emilia through a friend, I thought that she was going to be just like any other insurance agent there to preach and sell her products but when I met up with her, her enthusiasm and passion to serve changed my mindset. Emilia is the most hardworking and devoted agent I have ever met. Shortly within less than a year after purchasing my insurance, I was hospitalised and had to perform surgery, and she was there for me every step of the way. Ever since then, I put my trust in her having my back and my best interest at heart."

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Engineer

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"Initially, I was a little wary when a friend introduced me to Emilia, thinking that she's just another FA out to sell her policies. However, when I met Emilia, she took the time to explain what financial planning was truly about, and helped me to understand how I should go about protecting and building wealth. She is very passionate about what she does, and patiently clarifies my doubts about financial planning. Emilia is definitely not just another FA out to sell, but one who is sincere and truly cares!"

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Civil Servant

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"As a financial planner, Emilia doesn't try to sell you any product and isn't pushy whatsoever. Instead, she does her best to understand your lifestyle and habits to find a financial plan that suits you the most before introducing it to you. She is patient in explaining each and every plan, giving her unbiased opinion. Emilia doesn't just want to be your financial planner. She is more like a friend who wants to know you better and wants the best for you. It was definitely a good experience having her as my financial planner, or should I say finding myself a good friend!"

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Teacher

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"For someone who is not as financially savvy, I really appreciate that Emilia takes the initiative to follow through and listen to my repeated questions to make sure that I understand each policy and what is important for me at each point of my life. I trust that she will not leave my policies to others, but follow it through herself. Thank you, Emilia, for putting in the effort for my yearly reviews! :)"

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Speech Therapist

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"Emilia has helped me developed a better understanding of the importance of financial planning and has aided in my transition into working life. Knowing nothing about financial planning, this was a great start. I also appreciate her genuineness in understanding my life goals and priorities and she conveys information in a way that is easy to understand and well-catered to my specific situation." 

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Teacher

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"Emilia is a really patient FA that takes the time to ask and address the concerns that I have, and even when I have questions, she is always prompt in responding to my messages. She is also far-sighted when it comes to my coverage."

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Pharmaceutical Sales

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​"Previously, I knew nothing about financial planning, but by the end of each session with Emilia, I am able to learn something new and have a better understanding of the different ways I can set my money aside. Emilia is able to give a holistic and objective plan on my finances, offer a practical and personalized plan which does not make me feel like she is pushy."

Businessman

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"The session with Emilia was very beneficial and she was very professional. She clearly elaborated the pros and cons of each plan and recommended me the most suitable ones based on my age and income."

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Vessel Operator

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​"Emilia is very knowledgeable with both Prudential and non-Prudential products. She is very detailed to our requirements and in answering our questions. Most importantly, she is genuinely concerned about us and I feel like she wants the best for us!"

Corporate Planner

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​"I am usually quite critical and demanding when it comes to money matters. However, Emilia's commitment, professionalism and passion to serve her clients put my mind at ease. Insurance agents prefer to be known as financial advisors nowadays, but the few whom I've encountered throughout the years continue to be mere agents selling insurance policies. Emilia is an edge above the rest in the industry - she truly adds value because she genuinely cares about my financial health instead of focusing on shoving one-off policies down my throat just for her commission. I also find it very comforting and reassuring that she assesses my needs holistically and proposes long-term plans to my benefit. Don't take my word for it - just spend an hour of your time with Emilia to experience her passion for yourself. :)"

Marketing Executive

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"I've known Emilia for a long time and she has always been a trusted friend, so I know when she's passionate about something, she always goes above and beyond. I've never seen anyone with as much drive, dedication and care towards people that matter as Emilia, so I know my financial matters will be well taken care of by her. Every financial planning session with Emilia has been very informative, and I am always reminded of how hard she works for her clients to ensure that she can cater to everyone's different needs. When you have Emilia as a financial planner, you're not just investing in your future, you're also getting a lifelong friend in return."

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Cargo Planner

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​"Emilia is patient in addressing my never-ending questions. Having her share what she personally got for her financial portfolio was exceptionally helpful for someone like me with problems deciding."

SAF Regular

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"Emilia is very insightful, knowledgeable and recommends policies that caters to the individuals. She is also not pushy towards other policies that are not beneficial to the individual. Keep it up!"

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Researcher

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"Emilia knows her stuff well and often give advices to what steps to take to reach my financial goals. For people who don’t have much knowledge/are lost in financial planning like me, this is very much beneficial!"

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SAF Regular

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"Emilia is a diligent advisor and carefully takes your goals, be in short or long term, to consideration when mapping out your financial map. Her earnesty to learn more about different clients and the benefits they get shows her sincerity in helping her clients."

Brand Manager

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"Emy was super kind, understanding, and patient throughout the process! Will like to thank her lots in explaining to me everything related to income protection in a digestible way which was very easy to follow. She has a great eye for detail and always prioritizes her clients' needs. I would recommend her to anyone! :)"

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Teacher

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​"Emilia really attends to the needs of her clients by looking out for what I want. She only recommends policies that will help to improve my portfolio and is very open to say if I already have a better one compared to the rest of the market or what she can offer from her company. Her transparency makes her a reliable source of information regarding insurance matters."

Public Servant

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​"As a fresh graduate, I had very little knowledge on insurance coverage, but Emilia was enthusiastic and professional in explaining them in detail and it broadened my insights!"

Curriculum Specialist

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​"I appreciate how Emilia shares her opinion of various policies fairly and with unbiased justifications. It is difficult to find such an honest and genuine Financial Planner and I'm definite that her plans have my best interests at heart!"