Prudential Senior Financial Consultant
Taffy always says that she is not a Financial Consultant. She sees herself as a Problem Solver. To guide people on their needs and creating solutions to their problems. To be the sun in people's darkness, to provide faith and hope.
She wishes to empower her clients to make sound financial decisions so that their love ones need not walk the same path. Through her experience, she understands the importance of planning your finance early. As a young couple herself, she is also passionate in helping many young couples navigating their financial decisions.
She always believes in what she can impact others, going beyond to see her job as a mission and passion to serve and help the community. Making sure everyone's life journey is better and growing well.
Fun-Fact: Taffy is a vegetarian because she loves the earth and animals. She also has a twin, so if you happen to see her but got ignored, chances are you have met her twin.
Accolades:
Here's what other clients are saying.
Taffy always says that she is not a Financial Consultant. She sees herself as a Problem Solver. To guide people on their needs and creating solutions to their problems. To be the sun in people's darkness, to provide faith and hope.
She joined this industry knowing that it is a difficult job but because of her adversities in life and her love for people, she approaches everyone with empathy and understanding. Growing up from a difficult childhood, Taffy understands Finance can make or break a family.
She wishes to empower her clients to make sound financial decisions so that their love ones need not walk the same path. Through her experience, she understands the importance of planning your finance early. As a young couple herself, she is also passionate in helping many young couples navigating their financial decisions.
She always believes in what she can impact others, going beyond to see her job as a mission and passion to serve and help the community. Making sure everyone's life journey is better and growing well.
Fun-Fact:
Taffy is a vegetarian because she loves the earth and animals. She also has a twin, so if you happen to see her but got ignored, chances are you have met her twin.
Accolades:
Prudential Senior Financial Consultant
Connect:
Yearly Connection with Taffy – A Valuable Reminder of My Financial Worth!
"It’s nice to finally meet Taffy after every year’s gap! I feel she went beyond what an average financial consultant would do in terms of servicing clients.
In all honesty, I’m very happy that our session constantly reminds me of my current financial status.
Thank you once again, for reminding me of my worth in the market."
— Eugene Yap (Purchasing Assistant)
From Savings to Claims: Taffy’s Got Us Covered
"Taffy has really been very attentive and helpful. She helped me with me and my wife's insurance and policy, from savings to hospital to investment plans.
Taffy always contacts me whenever there are updates. The claiming process with her was smooth as well."
— Kai Jie (Garage Service Manager)
Taffy Is Always There When We Need Her
"Taffy has been a great help to me whenever my family and relatives need advice.
She has always been there for us. Her passion and drive in the industry really impress me.
In terms of areas of financial planning, Taffy will advise me in many ways as long as I reached out to her."
— Denise Soh (Assistant HR Manager)
Creating Financial Security with Taffy's Guidance
"Over these years, Taffy gave me an understanding of having a financial planning and the importance of having it. In difficult times, it is definitely something where I can fall back on and rely on.
Through her support system, it gave me the motivation of reviewing the entire outline and satisfaction of planting money into my savings pot."
— Galton Ting (Yoga Teacher)
Going Above and Beyond The Extra Mile
"In life, there are some people who just go out all the way to help others and Taffy, she is definitely one of them. She is very courteous and kind, always making sure that I understand the insurance policies that I am buying.
Without pressure, she makes sure that she answers to all my questions and needs patiently and walks me through the available policies that is suitable for me.
Overall, I now understand better about financial planning with her. I have always enjoyed our review and sharing sessions.
Thanks for taking good care of me in a good timely manner Taffy! :)"
— Jessryl Lee (Senior Accountant)
Shoutout to Taffy for Always Having My Back
"Taffy is a genuine and real person. She's very calm and polite when she shares her presentations with us.
Ever since she took over my portfolios, she seems to know my needs and priorities which makes her a client-oriented person.
She's very patient in solving my financial problems and I hope we can continue to work together towards a better future. 💪"
— Yazid (Senior Nurse)
A reliable Person Worth Trusting! Excited About Our Future Work Together!
"Taffy is very attentive and she went through all my policies with me on our first meet up.
She managed to help me curate a plan to max out the benefits as well as to reduce premiums.
All in all, a reliable person worth trusting. Looking forward to our future collaboration."
— Marilyn (Dentist)
A Game-Changer in My Financial Journey
"I can't recommend Taffy enough. Her warmth and approachability make every meeting a pleasure. What sets her apart is her genuine concern for her client's well-being. She takes the time to understand my concerns and goals, often sharing her own experiences and insights, mainly regarding the financial challenges facing women.
Another aspect of her service that stands out is her ability to explain complex financial concepts in simpler terms. Whenever I'm confused or unsure, she patiently breaks things down until I fully understand. Even if I need something explained multiple times, she never makes me feel like a burden. Her commitment to my financial education is evident in her ongoing support and check-ins. Knowing that she's always there to support me gives me peace of mind and confidence in my financial future.
Overall, working with Taffy has been a game-changer for me. I'm grateful for her expertise, compassion, and unwavering commitment to my financial well-being."
— Zainab (Manager)
Taffy Takes the Stress Out of My Financial Planning
"I'm really happy to have Taffy as my financial planner. She not only takes care of myinsurance by her company but also handles all my policies. Taffy helps me organize and simplify my plans so I can understand them easily. She makes sure I'm well-covered for accidents and illnesses, and I appreciate her commitment. Plus, she does yearly reviews to keep me on track with my financial goals. Working with her gives me peace of mind!"
— Jia Ling (Accountantant)
Friendly, Detail-Oriented, and Always Attentive
"Taffy is a calm and friendly person who has been really helpful with my financial planning.
She is attentive when it comes to listening and always gets back to me whenever I have any concerns.
She is very organized with her presentations and ensures I understand all the details before proposing solutions to suit my situation.
Overall, it has been a positive experience working with Taffy!"
— Rafiqah (Senior Engineer)
Taffy is My Go-To for Financial Planning
"Taffy has been very patient and incredible in aiding my first insurance experience. She has been great in explaining each policy and answering all the questions that I have.
Throughout our discussions, she has been kind, open and non-judgmental. I feel safe in entrusting my future and financial planning to her and I'm looking forward to working more together with her in the future."
— Natasya
"Taffy is friendly and approachable and that is the reason why I chose to work with her on my financial planning.
I like the part on strategizing and also customizing to my own needs. Most importantly, she is very meticulous in all her planning."
— Jane
Thankful for Taffy's Knowledge and Support
"Taffy has the sincerity, trustworthiness and passion for the industry. So I appreciate that she thinks of what’s not just best for me but feasible as well.
Also I learn more about financial plans and their importance in our lives with each appointment that we have. Thank you so much for doing this!"
— Zhiting
Grateful for the Guidance and Support throughout the Journey!
"Thank you Taffy for guiding us throughout the whole process from our first meet up. She first tries to understand what we actually need, and then patiently explained everything step by step.
I can say, it is really an awesome experience and I'm thankful for making the right choice to have a great start with Taffy. I learnt a lot of things from her especially in financial planning and I appreciate her guidance."
— Xin Hui
I Finally Felt Confident About My Financial Future
"Taffy makes me feel comfortable enough for me to open up and share my future goals. Explanation was done very clearly, so it’s easier for a layman person like me to understand the whole process.
She is not pushy to sell the most expensive portfolio just to get more commission. She really assesses, plans and caters to my financial needs and means."
— Nora
Feeling More in Control of My Finances Because of Her Foolproof Plan for Me
"Taffy is clear and precise in her explanation of my current financial status. After the session with her, I have a better perspective of my current financial situation. Thankful that she has created a fool-proof plan for me."
— Shih Yann
Taffy Helps in Understanding and Improving My Policies
"Taffy helps me to understand my existing policies. She is able to identify my inadequacies and advises on how to reach my goals. She is very customer oriented as she does a lot for her clients.
She focuses on having a good long-lasting relationship with her clients. What I like about her is her sincerity."
— Hwee Lang
Taffy’s Approach and Smart Budget Strategy Has Made a Big Difference
"Taffy is responsible and she follows up very closely. She does not hard sell, which is why I feel comfortable.
One aspect of our planning that has benefitted me the most is the portion on budget strategy."
— Kenny
Her Heart, Dedication, and Clear Advice Is Why I Trust Taffy
"Taffy serves with the best heart, that is what I like most about her. I appreciate her zealous effort to talk financial sense into my 200% engineer brain. I have 100% trust with her, and she never fails to give me what I need."
— Andy & Hoon
Great experience for us in helping us to plan for a Better Financial Future
"This is the first time, a financial advisor has helped us for our financial planning. Taffy, she is very helpful because she plans for our needs and advises on our future planning.
Because of that, we know which area we have to improve on, so that we can meet our financial goals and prepare for a good retirement. This is a great experience for us to have such a good financial consultant and a friend."
— Kun Wei
Empowered Financial Planning with Taffy's Personalized Approach
"I find Taffy to be really warm and genuine in helping me when discussing my financial goals and situation. She has curated her own personalised advice and even created a plan to align with my financial aspirations. This helps me budget out my expenses and set clear goals for financial freedom.
When I met Taffy for the first time in real life, she prepared a physical copy of all the financial plans I have. From which, she points out gaps that I have from insurance and I appreciate that.
For one, I did not know that PruProtect existed and I could be protected from CI and ECI 5 times. On top of that, she discussed financial goals and calculated the freedom fund based on them. It significantly enhanced clarity and made achieving goals more feasible."
— Isabel Neo (Applications Specialist)
Honest, Efficient, and Insightful Financial Consultant
"My experience with Taffy so far has been assuring, efficient and honest. Taffy displayed herself as a very experienced and knowledgeable financial consultant.
She is able to provide deep insights to my financial situation and help me understand my policies holistically as well as offer solutions/advice to address my concerns.
She is clear and concise in her explanation and invests time in explaining the background/rationale for context.
Additionally, Taffy is honest and objective with her opinions as a financial consultant which helps me understand my financial limitations and provides clearer directions to my financial goals.
She has value added to my financial knowledge and my appreciation for financial planning thus far and I am very pleased with it. Very clear explanation and I'm able to understand the context of my policies."
— Lee Yeh Ching (Admin Executive)
Grateful for Someone Who Truly Cares
"Really good! She's very patient in explaining even the tiny tiny details and really stands and thinks in your position.
You can definitely tell when someone's only doing financial advisors as a job and someone that's really out there to care and help, and she's the latter one.
Really glad I met her as my financial advisor thorough explanation of financial assessments, budget allocation, and future finances planning with me."
— Wei De (Self-Employed)
A Valuable Experience with Taffy, Building Confidence In My Finances
"The experience and knowledge shared was really enlightening. I felt more in controlof my own finances and future plans after having sharing sessions with Taffy!"
— Lee Karwai (Marketing Specialist)
My First Insurance Experience Feels Easy and Safe
"Taffy has been very patient and incredible in aiding my first insurance experience. She has been great in explaining each policy and answering all the questions that I have.
Throughout our discussions, she has been kind, open and non-judgmental. I feel safe in entrusting my future and financial planning to her and I'm looking forward to working more together with her in the future."
— Natasya
Appreciation for Your Understanding and Professionalism
"Great. You have been very professional, understanding and sincere throughout.She has helped me to plan and understand my financial status."
— Anna Teo (Nurse)
Taffy is patient and approachable, especially when we don’t have much experience regarding insurance and we ask a lot of questions, but she answered all of them. What matters most is that she caters to our needs and assesses our financial capabilities before deciding which plans are suitable. Grateful for her to be our advisor.
Wei Ting
TCM Physician
Taffy makes me feel comfortable enough for me to open up and share my future goals. Explanation was done very clearly, so it’s easier for a layman person like me to understand the whole process. She is not pushy to sell the most expensive portfolio just so to get more commission. She really assesses, plans and caters to my financial needs and means.
Nora
Senior Auditor
Taffy is clear and precise in her explanation of my current financial status. After the session with her, I have a better perspective of my current financial situation. Thankful that she has created a foolproof plan for me.
Shih Yann
Compliance Officer