My passion lies in ensuring my clients' financial well-being and peace of mind
With six years of industry experience, Swendi is a seasoned financial professional specializing in Wealth and Retirement Planning for individuals. Armed with a Bachelor's Degree (Hons), she combines academic rigor with a client-centric approach. Notably, Swendi excels in crafting tailored financial strategies, ensuring clients navigate retirement and wealth management with confidence.
Beyond individual finance, she extends expertise to Holistic Health and Protection Planning for families and individuals. Adept at balancing financial stability and personal well-being, Swendi is a trusted advisor committed to delivering cutting-edge solutions in an ever-evolving financial landscape. Known for professionalism and integrity, she continues to make a positive impact on clients' financial journeys, providing strategic insights for a secure and prosperous future.
Hi, I’m Ma Swendi!
What I’m passionate about
In the insurance industry, my passion lies in ensuring my clients' financial well-being and peace of mind. I specialize in Wealth and Retirement Planning, crafting personalized strategies to secure their financial futures. Beyond traditional policies, I am dedicated to Holistic Health and Protection Planning, recognizing the interconnected nature of wealth and well-being. Through tailored solutions and strategic guidance, I empower clients to navigate life's uncertainties with confidence, fostering lasting relationships built on trust and resilience.
Wealth & Retirement Planning
Holistic Health & Protection Planning
My achievements and accolades
Financial Services Consultant
6 years of experience with VA
Superstar Platinum, Million Dollar Club Gold