I started my first retirement planning journey with Ivy, and it was one of the best decisions I’ve made. As someone who never really thought much about financial planning at a younger age, Ivy helped me realise the importance of starting early — not just for building wealth, but for gaining peace of mind. She took the time to understand my goals, explained everything clearly, and guided me patiently throughout the process. What really stood out was her responsibility and dedication — I never felt rushed or overwhelmed. I would highly recommend Ivy to anyone looking for someone trustworthy, knowledgeable, and genuinely caring in their financial journey. — Robert, age 37, Institutional Banker

Ivy has been a great help in guiding me through my retirement and legacy planning, even though I only started in my 60s. She was very patient in explaining the options available, and never made me feel that it was too late to begin. I truly appreciate her dedication and sincerity in helping me make informed decisions that suit my needs and priorities. With her guidance, I now feel more confident and assured about my future and the legacy I will leave behind. I would highly recommend Ivy to anyone looking for a responsible, knowledgeable, and caring advisor.— Yoke Fong, age 62, Retiree

Before meeting Ivy, I honestly had no idea how to manage my retirement planning. There were so many things I wasn’t aware of — from how much I would need, to what options were available to secure a steady income in the future.

After our conversations, things became much clearer. Ivy took the time to explain everything in a way that made sense, and I never felt rushed or pressured. She helped me understand what’s required to build a proper retirement plan and what steps I should take moving forward. I really appreciate her patience and sincerity, and I now feel much more confident about my financial future. — Jo , age 48, Head of Treasury