- Home Loans
- Mortgage Re-financing
- Mortgage Top-up & Refix
- Risk Insurance Plan
Jocelyn is a Financial Adviser who is aiming to help her clients to understand money and be good with money. She helps her clients to finance money when they need it, and protect her clients from losing money when unfortunate event happens. Jocelyn enjoys working closely with her clients. She is excellent in providing a customised financial solution based on clients’ current situation and future goals, and giving step-by-step guidance.
Jocelyn is fluent in Mandarin and English. She was an accountant in an insurance company for more than 3 years. With a Master’s degree from Massey University majoring in Finance, Jocelyn could bring practical financial advice and solid academic knowledge to her clients.
A good financial decision can have a positive impact not only on people’s financial situation, but also in all aspects in life. However sometimes people are so busy that they forget to stop for 5 mins to ask themselves “What is important about money to you”. I take it as my responsibility to help my clients to define their goals and values. I believe it is the most rewarding job to keep my clients company on their lifelong financial journey, and come up with solutions that go above and beyond to achieve their goals.
My Three Golden Rules
- Listen and understand client’s deeper needs.
- Be open and honest.
- Be positive.