THE PATH TO

FINANCIAL FREEDOM

FINANCIAL SERVICES CONSULTANT



THE PATH TO

FINANCIAL FREEDOM

FINANCIAL SERVICES CONSULTANT





WEALTH ACCUMULATION

Investment-linked plans to make it easy for you to grow your wealth and achieve your wealth accumulation and protection goals


INCOME PROTECTION

Guarantee yourself financial support with a regular income in any unforeseen circumstances


RETIREMENT PLANNING

Plan and work out the amount needed to enjoy your retirement life

POLICY REVIEW

A thorough look at your current policies and find ways to optimize your coverage at lower costs

Why work with me?

Throughout my 10 years being in the Human Resources field, I have helped employees with medical reimbursement by submitting claims for their Employee Benefits Program (EBP). I realized how important the EBP has helped most of them, especially on a bigger medical bill size, however, the EBP will not fully cover the medical cost in some cases.


10 years ago, I went down to the deep valley which impacted my family’s finances when my loved one was diagnosed with a critical illness. This journey was especially tough for me as we had no prior plans and we were forced to go through this journey unexpectedly.


After being through this uncertain period, I was introduced to join the Financial Industry in 2016, with the aspiration to provide the necessary education and share my knowledge and experience with many individuals, especially young parents, to protect their families against the unpredictable and uncertainties in life.


I have the passion to help many people through their tough times. I know that each person's journey is different and so I have to remember to be very patient in my work. As my client, you can trust me and know that I'm willing to work with you as much as needed.

PROTECT your financial independence

ENJOY your retirement lifestyle

GROW your financial portfolio

What to expect at the end of our session:



A summary of my planning roadmap and thorough review of your existing policies


A proven way to grow your assets and reduce your liabilities consistently


Your personal tailored progression report

You can trust me and know that I'm willing to work with you as much as needed.

Cindy Loh

Testimonials

Here are comments from our beloved clients

Cindy is an outstanding person as an Insurance Agent as she always brings herself up to make a point to clearly communicate on the requirements on policy benefits. Cindy was also assisting and guiding me for years with my insurance policy and she became a good friend with a kind-hearted and friendly person. Cindy works professionally and is competent in those two qualities at the same time being ever friendly and patient too. I have always been impressed with her move of approach and helpfulness. A of appreciation for her inspiration of doing her job with positive mindset. I would truly recommend to all her well-being as an Insurance Agent and her achievements she has scored throughout with excellence in customer service and support.

John Alexander

Warehouse Supervisor

I met Cindy through a friend of mine in 2019. I will consider buying from Cindy because she is trustworthy n someone who has my interest at heart and not sell a product just for their own benefit.

Also, no pressure or hard sell but give time to consider carefully because of the long-term commitments. Cindy is very knowledgeable in her field and has displayed professionalism throughout our session. Not only did she open up my financial sense, she also provided good solutions based on my needs and budget! She is very reliable and responsible. She is also able to customize accordingly. Thank you and keep up the great work!

J J

Friend


We are Associated with Cindy for many years. She is very helpful. She has a lot of patience to pay attention to and comprehend our needs before suggesting an insurance policy.

Shah Sapana and family

Tutor

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