Lynn Say made financial planning easy to understand by guiding me on budgeting, improving my investments, and save for emergencies. Her advice gave me a clear plan, making me feel more confident and less stressed about my finances. She communicates in a way that is both professional and friendly, always listening carefully, asking thoughtful questions, and explaining concepts in a simple manner without overwhelming jargon. Whether discussing retirement or market changes, she addresses my concerns with practical insights, I always feel listened to and informed after our talks, never rushed or ignored. What truly sets Lynn Say apart is that she truly care about helping her clients succeed. She doesn’t just focus on numbers—she understands what truly matters to people and helps them align their finances with their life goals. Her comprehensive approach, clear communication, and ability to simplify complex topics make her financial planning services invaluable. I highly recommend her to anyone looking for expert guidance with a personal touch

Given Keypath Education was new to Malaysia in terms of business setup, it was crucial that we obtained comprehensive advice and guidance regarding employee insurance/benefits. And that’s exactly what we got from Lynn Say. From the initial consultation to the signing off of insurance documentation, Lynn Say’s guidance, diligence and professional advice made this process so much easier. For some background, Keypath Education is a global company with key stakeholders/decision-makers in Australia and the US. Lynn Say was able to navigate through various conversations and provide all the relevant explanations and information required for us to fully understand the insurance plan that was right for our company. Although we are a global company, Keypath only just established itself in Malaysia in early 2022 and we needed a lot of handholding in terms of choosing the right insurance plan for our employees. Lynn Say was able to identify our requirements very quickly and propose a few good options for us to consider. The ability to explain all this to various stakeholders in different regions with timely follow-ups really made the difference and I believe that’s what makes her services unique. Another point is that Lynn Say was able to engage us early on in the process and that gave us ample time to review, consider our options, prepare the relevant documentation, and sign them accordingly. This is our second year with Lynn Say and FA Advisory and they helped us reduce our insurance bill by 50% while adding new benefits for our growing staff base as well. Overall, we are really pleased with her work and we look forward to continuing our partnership with her and FA Advisory.

From conducting the preliminary market research to negotiating with insurers to secure us the lowest prices, Lynn Say took care of everything. It saved us a great deal of trouble and time. However, I was most impressed by the continuous help we got. They go above and beyond to support our employees with their claims, and they also offer optional personal financial health assessment to our employees. Overall, group insurance management was a breeze because to Lynn Say’s assistance. My team was able to save up a significant amount of time by having her handle all the quotation shopping and direct communication with the insurers. We can now concentrate on our strengths, and our staff members are well-cared for.

The level of attention to detail and expertise exhibited by Lynn Say and her team at FA Advisory was impressive. They considered the requirements of our company and recommended the right group insurance package for us. They assisted us in tracking down claims and locating pre-employment screening choices. The cashless option and user-friendly online portal for monitoring claim utilisation were my favourite aspects of the plan. The largest benefit was how simple everything was made by the team. For this reason, I have no qualms about recommending Lynn Say’s group insurance services to other companies.

When I first spoke to Lynn, I had mostly good intentions to get my personal finances up to speed, but not much of an idea of how to do it. She brilliantly assessed my situation and helped me strategize and set up a brokerage account. She continues to support me in portfolio development, which she also helped to establish in the first place. Now I’m confidently growing my investment portfolio and knowledge with regard to personal finance management. Lynn is always there to answer questions and revise my status. Her holistic approach to personal finance management and continuous support at affordable rates is very unique and excellent for anyone trying to get a head start, and also anyone already further down the road. I would totally recommend her services.

Excellent, Prompt and Reliable

Lynn Say has been proactively engaged with me on my investment portfolio since I started with her from Kenanga. In fact, it was a blessing in disguise when I was looking out to replace my previous investment advisors that have not been performing. Today, her understanding and knowledge of the economic, geopolitical, investment trends, and the risk exposures gave prudence guidance in management my expectations. The mid to long-term investment strategy that she has worked out is beginning to show results. She is also accommodating based on clients’ requirements such as risk appetite, and investment targets. I appreciated her insights, and the monthly seminars from FA Advisory to keep me informed of the market fundamentals instead of speculation. With that, I have been recommending her to those contacts who are looking out to manage their investment portfolio. Good work, Lynn Say.

The personalised financial plan was very helpful for me to access where I stood with my finances and how I can plan forward with the different scenarios that I was facing. Lynn was very patient and took the time to ensure I understood the situation well and advised on practical steps I could take to help myself with the improvements I could do. I would (and have) recommend(ed) Lynn’s services to anyone I know who is looking into their finances.

I like Lynn Say’s approach of advising without financial jargon, just plain English, something I can relate to and most importantly, from a very neutral perspective. Lynn Say also possesses a high level of empathy that made me feel understood – my needs, wants, objectives, and situation. The personalized consulting approach really worked well for me and I felt like I’m talking to a friend. I’d recommend her for independent advisory if you want your expectations to be exceeded.

Lynn Say has been very diligent in monitoring my investments and providing timely advice and recommendations on investments. She has taken the effort to understand my investment needs and interests to tailor her recommendations. During our sessions we have always had fruitful discussions on the state of the investment portfolio, the latest market movements and trends, as well as where next to allocate investments. I have full confidence in Lynn Say’s ability to plan and manage my investments and would wholeheartedly recommend her to my network.