Ben

I wanted to take a moment to express my gratitude to my close friend for recommending Zhi Lin to me. She has been an exceptional financial planner, and I am incredibly satisfied with her services. Her friendly demeanour and deep understanding of my financial needs have made a significant impact on my financial well-being. From our very first meeting, Zhi Lin displayed a genuine interest in understanding my goals, aspirations, and concerns. She took the time to listen attentively, asking insightful questions that helped her gain a comprehensive understanding of my financial situation. This personalized approach made me feel valued as a client and instilled a sense of trust from the start. One of the most impressive qualities about Zhi Lin is her ability to plan with a very cost-efficient approach which certainly helped me in making informed decisions of my existing policies. I highly recommend Zhi Lin to anyone seeking financial planning services!

Zhen Lu

I first met Zhi Lin around 15 years ago. My impression of her has remained unchanged over the years. She is warm, kind and always there for her friends and clients. Despite being new to this industry, Zhi Lin’s enthusiasm can be felt through her detailed analysis of my financial planning needs. Zhi Lin doesn’t shy away from difficult questions and will always get back to me asap with an answer. I like how she comes up with several recommendation options for me to compare and make an informed decision. As someone who has not been hospitalised before, It is refreshing to hear from her own experiences of being hospitalised and the importance of having adequate protection plans. I would highly recommend her to others who are looking for a dedicated and trustworthy financial planner to service their needs!

Alex

We first met Zhi Lin back in 2019, before she has joined True North Financial. She was a very warm and cheerful individual and that did not change after all these years. Upon meeting, she shared about her work processes and True North’s Total Wealth Management. I am open to hearing from her and felt assured after. Although work delayed/ rescheduled our subsequent meetings, she has been very patient and thoughtful of my situation. Her dedication to the craft can be seen during each sharing. Meticulous reviews and considerations were brought up to assure holistic coverage based on my needs. I am sure Zhi Lin will continue to strive in the field and continue to support her clients to the best of her abilities!

Hiu Min

As friends for many years, I’m glad that Zhi Lin has been doing well at TrueNorth Financial. I am also thankful that she has been very thoughtful about my financial situation and reached out to me to offer insights and assistance in financial planning. Her presentation on wealth protection, accumulation and preservation was clear and informative. I truly appreciate her warm and understanding advice and insights, as well as her supportive words. I wish her all the best and hope that she will be able to help many people with her expertise and support.

Junie

I knew Zhi Lin from work. While I don’t get to work very closely with her when we were colleagues, I can see that she is a very dedicated person and passionate about the work she does. This vibe/energy continues as she now moves on to this new career. She has been very patient to try to understand my current portfolio while working to see how she can help me build a better one! :)

Lynette

Zhi Lin has been a wonderful friend to me, and as she approached me to share with me about her career, I'm glad to be her customer. She has gone through with me thoroughly about my current status and my needs. She analyses carefully and takes my priorities and future into consideration. She recommends policies which I need, and that will help my family and me. She will also explain in detail whenever I require some clarity. I am glad that she's my agent!