Fadzli. IT Manager Serene has been my Financial Adviser for the last 5 years, and during that time, there was never a moment where I felt I was being taken for a ride.
I have had my fair share of less-than-desirable experiences with financial advisers. Serene does not fall under that category at all. First and foremost, I make it a point to always meet the person who will handle my insurance matters, so imagine my utmost delight when she reached out to me after years of adviser replacements.
Initial impressions are of a person who knows her stuff. She explained clearly to me all that was required for me to make an informed decision about the financial tools available to me. I was definitely impressed by the way she analysed my needs at that point of time, and shared advice relevant to my financial standing as well. This was another plus point in my book. She took the time to look into my current finances and ensured that I was not spending beyond my means in looking for financial protection.
She was also present every step of the way when I had to make claims for a sport-related injury I suffered, requiring surgery and about 6 months of recovery. She explained to me what I had to do, the documents to provide, and what to expect at each step. That is dedicated service.
Serene’s pleasant demeanour, affable personality and familiarity with the financial tools available to her made it a no-brainer for me to get my wife and now my daughter onboard to Prudential under her. Serene is definitely my top adviser of choice from Prudential! |