Financial Services Consultant
Renelyn takes delight in advising her clients to create personalized financial plans based on their needs and priorities to achieve their goals. Building long-term client relationships while journeying through life events is crucial to her. Renelyn’s goal is to share her expertise and ensure clients with informed decisions and stability through unforeseen circumstances.
Principles & Values
Renelyn believes that trust is fundamental to a partnership and on all occasions prioritizes the client’s needs first. There is no one size fits all approach but with mutual understanding, guidance, and proper planning, clients are able to achieve their goals with plans best suited for them.
Belief & Interest
Renelyn wants to assist clients to be fully covered so that they can enjoy life to the fullest with their loved ones without much worry. She strongly advocates for making the complicated simple for clients clearing all their doubts while ensuring that they are provided sufficiently to make informed decisions for themselves. She also believes that everyone is capable of having financial freedom with proper planning and knowledge as long as they start as soon as possible.
Wall of Trust
Testimonials & Referral Notes
As a student who just entered the workforce, I am unaware of how to manage my finances and what I can do with my remaining money.
Renelyn helped me widen my horizon on financial matters by providing me with knowledge about insurances and the different ways I can apply to have good finances. She also didn’t force me to buy any plan as well and looked at how she could help me first.
I highly recommend her as a financial consultant as she will understand your needs before implementing any packages for you. She will always be available for you if you have any questions.
Elansayran S/O Mani
I was not exactly clear about how insurance works but Renelyn explained everything clearly. With her offering me a good plan, I no longer have to worry about paying for my medical fees fully and my savings plans. I am able to better decide from the options of tools she suggested after having a clear understanding of what I am entering.
I will highly recommended her and I am impressed by how diligently she follows up with me. She answers to any clarifications through text messaging with quick replies. With that, I do not need to look elsewhere for information.
When Renelyn offered to have a zoom call to discuss my finance/insurance status, I didn’t take it seriously and just went along due to our past friendship. At that time, I didn’t know much about insurance and didn’t think I needed it yet.
However, through her sharings, I gained the realization that getting insured at a young age was important, especially so before one gets diagnosed with any ailments, so that nothing would be excluded when getting the insurance. She provided me with insights and exposure to financial understanding and is very patient!
Despite it being a whim on my end to listen to her financial advices, I am glad I did so, not only for myself but for my family as well! Having a general understanding on how to manage your finances at a young age really brings things to perspective when planning for your future.