What My Clients Say
Those who have taken the initiatie in working towards their own financial freedom.
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.
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.
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.
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Take control of your finance now, and live a life in your own terms in the future.