Loretta

MDRT

Company :

AIA

Year Established :

1999

Type of Insurance :

Life Insurance, Medical Insurance, Vehicle Insurance, Industry Insurance

Contact Number :

016-887 9586

Hours of Operation :

8.00am – 6.00pm Monday to Saturday

Prior to joining WEGroup, Loretta had a career in Human Resources for many years.

As a self-described introvert, it never crossed her mind that she would be a financial services consultant one day. Then, a few years ago by chance, she met someone who convinced her to pursue this career. With the saying “God chose the weak things to confound the mighty” echoing in her mind, Loretta decided to take a leap of faith to embrace this journey. Since then, her life has never been the same. She found deeper meaning in empowering as many families as possible to take full control over their finances so that they could live the lives they truly desire.  

Over the years, Loretta has helped many professionals and business owners to lower cost redundancies and maximize their portfolio returns. She specializes in portfolio restructuring using a simple yet proven strategy. Her sincerity & attention to detail has helped her to build long term relationships with her clients.

Most of her clients comment that she is expert in stretching their dollar to the most effective use. She is well-known to get them the most “VALUE FOR MONEY”.

Clients are quick to note that Loretta is laser-focused on finding the best insurance products to match a client’s highly personal and unique needs. She is also regarded as trustworthy, reliable, and knowledgeable and gets the job done to clients’ complete satisfaction. Unlike some other agents in the industry, she is not focused on hard sales and instead puts the client first in every interaction. This approach has been key to her success in establishing herself as a trusted financial services consultant.

Wall of Trust

Testimonials & Referral Notes

Desmond Poon, Business Owner

Mavis Mc Allister, Business Owner

As an insurance agent, Loretta excels at helping me find the right kind of insurance for my personal needs. She is a comfortable person to work with, and she has the skill set, background and advice you on the best insurance plans for your situation coupe with her in-depth financial knowledge for her clients. Compared to other agents, she is not pushy and I like the way that she gave cleared explanation which include the worst & best case scenario. I would definitely recommend her to anyone who looks for reliable partner in financial planning.

Mr Yong Siew Wai, Chief Executive Officer

Loretta possess all the qualities of a capable financial planner: Clear communication, fully understand my needs, and providing the most personalized and appropriate financial solution. I was impressed with the fact that she was able to provide me a clear idea of my existing coverage, as well as advice to improve my financial portfolio. Definitely, Loretta is someone who provides valuable insights to whomever she meets, so I highly recommend her services.

Peter Lee, Business Owner

I decided to go with Loretta because throughout my meet ups with her, I felt that she was very friendly and genuine. It was easy to talk to her like a friend, and she explained the various policy options well. She was very patient too, despite our many questions. She was never pushy, which made us feel comfortable.

Sylvia Fong, Manager

Met Loretta when I was enquiring for maternity insurance back when I was pregnant. She gave me a pleasant experience with her explanation of the insurance plan. Due to a good experience with her on the maternity insurance, my family and I have bought other plans with her. Her personal touch on dropping us greetings during special days warm our hearts. Great advisor!

Lynn Ang, Teacher

Over the years, I have lost count of the insurance policies that I have bought from many agents and companies. My policies were messy, and Loretta was able to consolidate, analyze and summarize the policies – I finally knew how much I was covered in total for each area.

Loretta was really quick to pick up on my financial requirements and expectations, and also addressed issues which were important to me. What I like most was that Loretta listens clearly, identifies her clients’ needs, and then delivers accordingly. Rather than selling a standard product, she went out of her way to tailor and personalize it to my current situation. Not only that, she makes me feel comfortable to share my honest thoughts because she was not pushy in selling and I’m really grateful to have known Loretta. As a satisfied client, I would definitely recommend her service to anyone looking for financial planning!

Tay Yeng Hwee, Business Owner

What I like most about Loretta is her close follow up. She has been constantly updating me on the status of my policies such as my application of policies, GIRO arrangement, premium payment, nominations as well as submission of claims. I do not lose touch with my many policies under her care. Other than that, Loretta is very responsive, very patient and detailed when explaining to me. She is also extremely prompt and swiftly managed the claims process. She is a very genuine and knowledgeable advisor that I can count on for my family financial planning.

Mr Lim Choon Poh, Deputy Director

What I like about Loretta is her honesty & sincerity towards her clients. She took time to consolidate and analyze my existing portfolio, and never rush to close a deal. She truly cares about my situation and recommended solutions which are relevant and cater to my needs. I was very satisfied with her professionalism and clarity, and she follows up promptly. Will highly recommend her service to anyone looking for financial planning.

Kelvin Wee, Business Owner

Prior to meeting Loretta, I had no idea what I have invested in a various number of financial plans, and I was never really 100% sure of what kind of coverage I had. However after meeting with Loretta, I now have a full understanding of how my finances are protected! Unlike other agents, she took time to listen and thoroughly went through my existing portfolio before making appropriate recommendations to improve my portfolio. On top of that, she is consistently responsive and follows up promptly. I would definitely recommend her to my friends and family members!

Mr Sia, Project Manager

Loretta is meticulous in her work and is well-equipped in her field of financial planning. She also put effort in understanding what I needed before making the appropriate recommendations to cater my needs. Her service is excellent and she is always on the ball in making sure my questions are always answered satisfactorily. This gives me a sense of security and peace of mind in times of need. So I will definitely recommend her to anyone who wants a reliable partner in financial planning!

Esther Chung, Teacher