Johanna is a one of a kind Financial Advisor, an FA who have a passion and genuine care for her clients. She deep dives on client needs, educates and presents prize of being financially independent beyond the monetary values that resulted in a goal driven and tailored fit policies for our Family.
She monitors us from time to time, recommends to tweak our policies as necessary and lastly, she is really approachable for questions. These are the many reasons why we keep recommending Johanna to our colleagues and friends.
I have known Johanna and have worked with her since 2009. She is highly responsive, always professional, efficient, kind and patient. We have worked through many issues that have come up and our communication was always fluid and clear. Johanna always made things very easy for me.
She guided me through the various products available and presented the best option for me – one that suited my financing and investment needs. Even when I was reluctant, she would always find the right words to calm my fears and help me make that important decision.
I’ve always believed that passion, knowledge and a genuine interest in achieving the best for clients is what truly makes a professional Financial Adviser. Johanna has this and more. It is very heartwarming to work with an adviser who is truly interested in their clients’ needs, circumstances and preference. What impresses me most is her taking the time to understand my situation and feeling of where I was at…how far I could go. I’ve always felt like she knew the whole picture and if anything happened to me now, I know my family would be looked after. Thank you Johanna for being a friend, a confidant and my Financial Adviser!
I met Ate Johanna in 2015 and that time I was disappointed with a relative of mine who mishandled my insurance policy. I never thought that I would trust another financial advisor ever again but God is good that I was able entrust my first ever insurance policy with Ate Johanna under Sunlife.
She was able to introduce me to the world of investment via mutual funds because inflation is inevitable, the value of setting aside emergency funds of at least 6-12 months, securing a memorial plan, the power of generating other sources of income and the importance of discernment. At this date, I already have 3 insurance policies, 1 VUL, 1 Term insurance, 1 Health insurance plus a memorial plan and HMO for added protection.
As someone who knew her for a long time, I have so much confidence to tell everyone that she is not a fly by night financial advisor who would only promote products for her personal gain but instead values her clients, treats them as if they are also her family hence works smart and hard far beyond what is expected.
Bottomline is, she deserves the blessings that she has right now. If you are looking for a respectable financial advisor to entrust your financial journey, then choose none other than her. Thank you for your lifelong commitment and support! God Bless you always
Johanna has been my financial advisor for 25 years now and she would still be in touch whenever its my due date or just to say hello. She was always reliable, never late, a guiding hand in all things financial. She has taken care of my insurance, my memorial plan, home insurance, travel insurance and health insurance. I have no hesitation letting her take care of us because I know she will be there, just a call away. What’s more, my experience with her makes me very confident referring her to family and friends.