Specializes in estate planning by which a comprehensive and well coordinated plan is designed for the creation, conservation and disposition of assets to minimize confusion, conflict and costs for your loved ones.
Christopher and Richelle
“Initially, Amy was helping us with our Will and now she’s our trusted financial advisor. It is a privilege having her as our financial advisor especially in these unprecedented times where navigating the complex world of finance can be daunting but she’s able to clarify the doubts that we have. We feel that our finances are now better cared for and we have her to thank.”
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Published by Amy Lin
Amy Lin is currently a Senior Relationship Manager with one of the leading independent financial advisory. She specialises in estate planning involving reviewing of client’s insurance portfolio and assisting them with Will and Lasting Power of attorney with special arrangements with lawyers. Her firm partners with various insurance companies therefore ensuring that the most suitable insurance plan is being issued to clients.
In order to ensure all her clients to have the best experience during hospitalisation, she works with medical concierge to handhold clients with the documentation in times of need.
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