What My Clients Say

Testimonials

Customer Testimonials

Those who have taken the initiatie in working towards their own financial freedom.

Thanks for assisting our family in relation to our superannuation/ investment and insurance planning. We were impressed by the depth of research and analysis that you have provided to us, especially the projection that you have demonstrated between the current scenario vs. the proposed outcome. Without these forward-looking data and information, it’s uneasy to visualise the power of advice. After the implementation of advice, we know our superannuation fund is now building up on a consistent and long term basis. We get to learn more about different types of contribution and the tax implication of those. Restructuring our insurances also save us over $2,000 on insurance premium and we get to know the importance of regular review of the plan. Being an accountant with over 10 years of experience, I’m confident to recommend my friends and family to you because I know you will provide your professional knowledge with full integrity.

Accountant

Pinky was highly praised and recommended by my family members for her professional services as a financial adviser. Initially we were sceptical due to our past experiences with an adviser, but we decided to give it a go. She didn’t disappoint us with her vast knowledge and professional conduct in providing her services and financial options for us in a timely and very friendly manner without any prejudice in offering her recommendations to us. We can certainly see a positive outcome with our future financial circumstances.

Aitken Family

For the past five years, Pinky has been my Financial Backbone with delicate advice concerning my personal finances. She is very professional, calm, positive and organised for meetings. She always approaches the customer with courtesy, and respect. She has an infected smile that puts the client at ease during each process. She ascertains to gather enough information about her customer’s lifestyle, expectations and plans for achieving his or her goals prior to preparing the customised document. Pinky uses a mind map to give the customer an overall picture of the Statement of Advice which she prepares with care. She passionately discusses and delivers the points of the prepared recommendation. She uses language that the customer understands, and which corresponds to the individual situation. Pinky is very thorough and uses selective financial language to explain each step and the impact for current and future planning. I sincerely recommend this Financial Advisor, Pinky Lam, to anyone.

Mary-Anne

Pinky has been looking after my financial planning for many years. I find her very professional, knowledgeable, friendly and very comfortable to talk to and deal with. She explains my financial plan clearly in details. She also make sure the financial plan she set up for me is to my best interest. After Pinky set up my financial plan, I felt very comfortable with my financial situation. Importantly, I have peace of mind knowing my financial situation is being looked after. I would highly recommend Pinky to anyone looking for a good financial planner.

SF Tan

My husband and I are entering our 60s, approaching retirement age. We were searching for a financial advisor who can assess our financial health and advise us on strategies to have the best outcome for our retirement. Pinky is exactly the financial advisor we were looking for. She is very friendly, genuine and professional. She knows the in and out of superannuation and the tax system regarding investment and retirement.

After listening to our many questions and truly understanding our situations, she gave us advice that is in our best interest. The booklet of Statement of Advice (SoA) she prepared for us is impressive. It covers her advice of the strategies to be implemented. Best of all, she will do the paperwork for us to implement them. The SoA also shows projection of our financial state from present to the rest of our potential life span. It helps us plan and secure a comfortable retirement. With Pinky's help, now we can see clearly what our retirement will be like, financially.

Rose

My wife and I first met Pinky a number of years ago when she worked as a Financial Planner with one of the major banks. She prepared our financial affairs which meets our specific needs. We lost touch with Pinky after the Banking Royal Commissioning, and a number of years later I came across her name when we started looking for a new planner. I managed to contact Pinky and arranged a meeting with her, she agreed to look into our finances and has again done an excellent job of preparing our future investments. My wife and I highly recommend Pinky for anyone looking for sound investment advice and planning in aged care.

A&M Bryceland

I am thrilled to share my experience with Pinky, who has truly been a game-changer in my financial life. Pinky is not just a financial planner but she has provided me with a sense of peace and security when it comes to my financial future.
From the beginning, Pinky impressed me with her deep knowledge and exceptional education backgroup in finance (expecially from legislation perspective). What truly stood out was her ability to translate complex finanical concepts into simple and understandable terms. She can also explain different ideas by using various tools and visualize resources such as charts, groups or mind-maps.
She's not only educated me about the intricacies of financial planning but also made me feel confident in my understanding. She took time to listen, ask questions and dig deep into my financial situation. The personalised approach made me feel like I was more than just a client; I am a valued partner in the financial planning process.
I am very grateful and will highly recommend Pinky to anyone seeking financial stability and a worry-free retirement.

Jannie

Pinky Lam came highly recommended by a friend and after being clients for the past year we can see why. With both of us being retired we needed someone that could provide and implement strategies that benefited our lifestyle and wants going forward.

Pinky has provided all of this and then some. Her ability to provide one on one sound financial advice, guide us and then listen to questions and queries no matter how trivial with her friendly outgoing manner makes it even better.

We can live our lives without any worries knowing our finances are in good hands.

Freeman

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What My Clients Say

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Those who have taken the initiatie in working towards their own financial freedom.

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