Novella Wealth – Enriching Your Financial Goals

WHAT OUR CLIENTS SAY

Novella Wealth

5.0

Based on 124 reviews

Yardley Yu

00:58 06 Jun 22

Kinson helped me with insurance and investment planning. He is thoughtful and patient. I highly recommended Kinson to... you if you have any financial planning needread more

Brendan Li

04:55 06 Mar 22

What an amazing financial planner! Very professional. Sylvia helped me understand and achieve financial goals that's... above and beyond what I need. She explains everything crystal clear to me so I am able to learn and fully understand the strategies and plans. Thank you Sylvia for everything. I am very happy with her service and look forward to achieve more goals with her. I would highly recommend Sylvia as your financial planner!read more

DaDa Cheng

20:00 23 Feb 22

Kinson has been providing amazing financial advice and support. He explains everything in details. The financial... services he introduced to me are well planned, considering medium term and long term of growth. Most importantly, he is very genuine and trustworthy. The way he provides feedbacks/ advice make me feel secure while having rooms to explore and build my financial self-efficacy.read more

Jenice Chau

05:10 23 Feb 22

Sylvia is extremely well educated and honest when it comes to my financial planning. As a student, I needed guidance in... terms of my finances and she has definitely helped steer me into the right direction to plan for a successful future! She explains everything in a clear and concise format for me to understand as a student which I think is really helpful and important 🙂read more

Joanne Chow

05:24 11 Feb 22

Herman has been a pleasure to work with so far. He is very professional and spells out every option in detail. He... ensures that I leave every meeting with all my questions answered. He makes me feel like there are no dumb questions and encourages me to bring concerns to the table at every meeting so that we can discuss and resolve together. He is very timely, responsive, and flexible. He is very passionate about his work - you can tell that he loves his job! This is very important for clients to see, and I highly recommend Herman if you're new to financial planning.read more

Jisoo Lee

21:16 02 Feb 22

I’ve had the chance to have Herman as my advisor. He really listens to every aspect of your needs and future goals, and... is always available to answer any questions. He’s very passionate about helping other people, and his professionalism shows.read more

Li M Tang

07:41 23 Jan 22

Edmond and Regina were referred by our friends, and we were very thankful for it.Edmond was super helpful and patience... in our search for the right product. He ensures that we fully understood the process and clears up any doubts that we had. He is very knowledgeable about the insurance products in market.We are really satisfied with their help and services, highly recommended.read more

arun kumar

18:28 24 Nov 21

Absolutely amazing service from Kinson. He is very helpful and knowledgeable financial advisor. He went above and... beyond to help us. He made the whole process simple, friendly, and easy.I would highly recommend him and Novella team for anyone who is looking for financial advice.read more

Justin Yap

17:25 20 Nov 21

Sally is exceptional and has your best interests in mind. She explains everything very clearly and is patient with you... if you don’t understand the policies. I will continue to refer others to her for their investment and insurance plans.read more

taylor richards

02:54 19 Nov 21

Sally assisted me with all my investing needs and helped create a plan for my future. I appreciate the ease of... accessibility and the readiness to help me make changes when I require it. Sally is friendly, professional and is easy to talk with. When I had lots of questions or needed extra explanations, she was very patient and helpful.read more

Eunice

04:01 18 Nov 21

I had a great experience with Herman! He was very patient with me as I am new to investing, incredibly knowledgeable,... and easy to talk to. He was always happy to answer any questions I had. Overall, a very great experience and I highly recommend him!read more

Ed Lee

01:34 16 Nov 21

Thomas and his team are very professional and honest. They put in much time to analyze and compare the best permanent... life insurance type and insurance vendor for our special needs. We know that our portfolio is being monitored closely, giving us a great level of confidence in our investments. We would highly recommend Thomas Chan and his teamread more

Dylan Reimer

05:16 02 Nov 21

I recently got life insurance with Novella Wealth and was personally assited by Raj Sewak. Raj was very helpful in... explaining the life insurance benefits and helped set up my account for me. This is my first time getting life insurance and Raj made is very easy to understand. Overall I would say the experience was very smooth and that I would recommend my friends and family to Raj.read more

Turnill Greene

13:14 29 Sep 21

Having no knowledge with financials, Kinson helping me set up different accounts for managing my money. He is really... friendly and making it easy to understand. Since then he checks up on me and advices strategies about my portfolio to keep building savings for rainy days and financial goals. I'm sure he will be happy to help!read more

LIN LUO

14:19 14 Jul 21

I trust this team because Sylvia can provide professional consult for my financial management. She periodically reviews... my investment and makes some necessary changes to insure my investment getting gains. She also provides new insurance information to me so that I can make decisions. I feel happy and satisfied with her suggestions.read more

Freeman Lam

23:27 03 Jul 21

I was very happy to be able to smoothly set up a meeting time with my advisor Cynthia To. Cynthia is informative,... patient, and passionate about her work. This is evident in our interactions and her assessment of my current financial needs and investing goals. I look forward to continue partnering with Cynthia, and most of all to keep learning about how I can better manage my finances!read more

Naila Nizar

19:38 01 Jun 21

Paul Yao has been my financial advisor for over 10 years. His approach is holistic and client-centered. Prior to... creating a financial plan, he gets to know your entire situation from health and family, to current and future financial priorities. His manner is calm and patient. He works within your comfort level, and respects your boundaries regarding finance. His approach is step by step; as your comfort and confidence increase, accordingly, he presents options that optimize your goals. His communication and explanations are clear, simple, and jargon-free. In addition to monthly debriefing meetings, he is easy to reach and available for consultation. Paul is sincere and genuine in his desire to help you find calmness and peace of mind. He is a true professional who works with integrity and dedication. I highly recommend him as a financial advisor.read more

Emily Cheng

23:23 29 May 21

Highly recommended! I have been with Novella for many years. I had no idea about financial planning. Edmond is... considerate and forward thinking. He helped me plan for my needs at different life stages. Since then he checks up on me and advices strategies about my portfolio to keep building savings for rainy days and financial goals. Amazing work! Thank you for giving me piece of mind!read more

Joyce Wong

07:23 22 Apr 21

I've been with Novella for 7 years now and they have really helped me reach my financial goals. Cynthia is very... knowledgeable and professional, always putting her clients first. She truly listens to your needs and concerns, explaining all the different options, working with you to create a realistic plan and achievable goals. I always felt comfortable going to Cynthia for advice, even if the situation wasn't looking good, you know you can trust her to find a solution. Aside from the excellent client service, Cynthia is a fun, approachable, and friendly person!read more

Nicole Chan

16:53 21 Apr 21

Read this review knowing that I am a finance/accounting professional, who manages millions of budget and operations for... multi-national corporations.Zoe Lee is my go-to-person when I have to make important decisions that would impact my wealth management. Not only is she cares deeply about your present and future well being, she is also knowledgeable. She keeps me informed with my portfolio proactively, and provides meaningful suggestions. She is keen on building substantial and trustful long term relationships.read more

Tommy Li

16:11 18 Apr 21

Having really no knowledge with financials, Cynthia did a great job helping me set up different accounts for managing... my money. She is really friendly and takes her time when explaining different concepts, making it easy to understand. She also checks up on you and makes sure you are updated if there are any changes happening. Contact Cynthia if you have any questions regarding your financials as I'm sure she will be happy to help!read more

Jenny Wu

05:32 14 Apr 21

I’ve always wanted to know and learn how to manage my finances, and thankfully I met Cynthia! She was able to help me... create my own financial plan with my goals and anticipated plans in mind. She is someone who provides honest and realistic advice whenever needed, and made the entire process very comfortable and at ease. She was able to clarify all the different options and terms to me in a way that was easy to understand, and would always be available to answer any questions I had at any time. She has always been professional and knowledgeable, and someone who truly listens to your needs. Would definitely recommend Cynthia to anyone looking to achieve their financial goals!read more

Angel Yao

05:21 14 Apr 21

I met my Advisor - Zoe Lee couple years ago from a Virtual Seminar. During the seminar, I realized “Estate Planning”... is really important. I sent an email to Zoe and set up a one on one appointment. During the appointment, she gave me some good advises on how to make more money on investment and lower my tax ( No Joke, I made more money but I paid less tax!!). 2 years later, she help me to increase 25% of my investment. Thank you Zoe for your professional service.read more

Brandon Lee

10:16 08 Apr 21

I’ve been with Novella, and in particular Edmond, now for nearly a decade and it’s been going wonderfully. Edmond... always find a way of explaining the market in terms that I am able to understand and working out adjustments that suit my needs. He’s very friendly and approachable. Highly recommended.With Novella, I’ve been able to watch my finances grow over the years. I bet that sounds like a cliche ad, but it’s so true. I’m glad I began working with him all those years ago.read more

Helena Huen

19:34 03 Apr 21

My husband and I switched our portfolios over to Edmond from the bank advisor over 6 years ago and have never looked... back. We always feel well taken care of. He is knowledgeable, detail oriented, and kind. When coming up with comprehensive plans for us, he always makes sure to first understand what our goals are before presenting options to us. He definitely has our interests at heart.We are very happy with the growth in our different portfolios with him.Thank you so much, Edmond! We hope to continue this relationship and friendship for many years to come.read more

Barry Lai

04:17 24 Mar 21

I have worked with Paul at Novella Wealth for a few years now. Under his professional guidance, I have been able to... grow my wealth consistently. He is knowledgeable and always quick to respond to any of my questions. Even though I tell Paul I am a high risk investor, he knows I have a low tolerance for risk. He is able to build a portfolio for me that suits my needs and I'm comfortable with. I've been making money every year, I think that is the best compliment I can give any financial advisor. Ask for Paul at Novella Wealth.read more

Next Reviews