What Our Clients Say About Us
Chris Ang
Nino Wicaksono
Shu Min Cheong
Bucky Hussain
Lifen Tang
Adeline Ng, MBA CPA PMP NLP
Vairavan Ramanathan
Rio Adityo
Yeo Min
I have been a client for a decade with Chris, he is professional at best in recommending financial products that suit my family's needs. The insurance coverage started from both my wife and me, and later it expands to my whole family coverage. Chris is always there and helps in taking care of the insurance matter, with very minimal effort from us. It is a big help. With that, we can focus on our recovery and wellbeing. I highly recommend Chris as your professional advisor. Thanks Chris.
I am sincerely grateful to Chris for his dedication to my case. Due to pre-existing conditions, I have been trying unsuccessfully for 4 years to obtain life insurance and had been through several agents from different companies. Chris analysed my case in detail and pointed out key factors for my consideration, and also proposed a plan which was more in line with my finances and desired level of coverage. I was thus able to secure an insurance policy. Chris also ensured I was updated throughout the process. My family is now looking to consolidate all our policies under Chris. We look forward to working with him as we continue to grow our family!
Chris is the type of financial advisor everyone hopes to have. First, he takes time to listen and ask questions, never pushing his own agenda or products, and really getting to what matters. Next, as a dad himself he knows what the unsaid concerns of any parent might be. Finally, he never recommends any course of action that would not meet your goals, and that would push you too far outside your comfort zone. Highly recommend him to anyone who's keen to get solid financial advice.
Chris is a brilliant financial advisor who advised my family on our insurance coverage. He took the time to get to know our family circumstances before recommending a few appropriate products for our consideration. We are impressed by his thorough knowledge of each insurance product and he answered our many questions patiently and competently. All round - very satisfied!
Chris is dedicated and knowledgeable. He is an independent agent and therefore able to advise and recommend the best and most relevant products for insurance buyer. Highly recommend.
Chris is one of the best financial planners I have worked with. He is very methodical, understands the needs and is very good with the follow up and is pro-active and keeps my needs in mind. I have known him for many years and would strongly recommend his expertise to anyone who is looking at big picture in terms of their insurance and financial needs.
I would recommend Chris as advisor. Very professional and at the same time having personal touch to understand my situation and needs. Chris was recommended to me by a relative and he has helped me ever since, starting years ago then transitioning my plans post marriage and continuing until today. Thanks Chris
Chris is professional and sincere at what he does. He goes over and beyond to provide sound personal financial recommendations. My husband and I are very pleased to have engaged his services to help plan for our children’s future.
Chen Mingli
Yi Yuan Lim
Jivan Tulsiani
Ivy Chiang
Ms Mingli is a very patient person. While I did not understand some of what the policies were mentioning, she took the time to explain them until I got it. Furthermore, she drew up the portfolio of my policies after they were enacted. Very reliable and I would recommend her to other potential clients!
Mingli has been helping me build my portfolio for a while now and I must say that it has been a joy. She adds alot of value and understands my profile as an investor. I really like that she is proactive with her clients, frequently updating us with the advice we need and the latest products in the market. Highly recommended finance planner.
Mingli goes the extra mile to ensure that her clients receive advice according to their best interest. She puts in 101% effort in her advice & servicing. Knowledgeable, reliable and dependable, its been an amazing experience working with her!
Wilson Chan
Sonaal Chopra
Yuxun Lucas Chen
Lester Kok
Rahul Bhandari
Wilson was referred to me by a friend of mine, in capacity of a Financial Advisor. He understood my requirements clearly, recommended the right products, provided accurate information and assisted with a logical approach. I view Wilson as trustworthy, informative and has a great ability to match the requirements with the ideal product. He is very responsible, helpful and straightforward.
Wilson has been following up with my wife and I through our different life stages. His sound analysis and candid sharing of hard truths makes decision-making for our family a walk in the park. Always appreciate his professionalism and patience when guiding us through the myriad of financial products and services.
I first met Wilson during reservist in army, where he shared with me financial advice on how to protect myself and to invest and save for my future needs. Since then, we have been meeting up annually to review my policies and as I go through different stages of my life, he has recommended and advised plans and policies that suited my needs and budget. He’s very professional, knowledgable and experienced as a financial advisor, always has the best interest of his clients at heart, and practices what he advises. Personally, I feel that actions speak more than words and Wilson has shown his expertise and dedication to his clients for more than a decade.
O Kah Yen Kelyn
Richard Teo
Siew Lea Chua
Trixi Chen
Tan Teck Neng
Kelyn has been managing my insurance and investment portfolio for years. She is excellent in her role and very reliable and trustworthy in providing practical advises and consultations. She is also very responsive, courteous and professional in keeping me informed with the policies and investments latest trends . She understands my requirement and would always go beyond extra miles to render support to me whenever there is a need.
Few years back I signed up insurance plans with aviva. Due to entity changes my policies were eventually assigned to Kelyn O who has followed up with me diligently, even walking me through for clarity my plans signed with a predecessor. Recently I was administered a stent during an Angioplasty procedure for my blocked artery. Kelyn offered me her advice and assisted me in processing a living claim based on my medical condition and my claim was successful. Kelyn has given me the believe that signing up an insurance plan is not all about just paying premiums but where applicable insurance claims can be made as in my case, which is also main reason why anyone takes up any insurance plan. Some agents I know will only contact clients to propose new ins plans. I would like to thank Kelyn for her dedication, helpfulness and offering of her value add services as my insurance advisor and would highly recommend her to potential clients.
Kelyn has been managing my insurance and investment portfolio since 2004. Currently, she is also managing my children's insurance portfolios. Keyln is dedicated in her role and constantly kept me updated with latest trends for my review so that my family and myself are adequately protected constantly. She understands my needs and gave practical recommendations. She would also go the extra miles to ensure your entitlements are processed promptly as well as renders advise for insurance matters outside her managed portfolio. I must recognize Kelyn is a role model for the profession. Thank you, Kelyn.
Tan Teck Neng
Alex Ng
Daniel Tan, ACII, CPA (Aust.)
Edwin Chew
I have known Teck Neng for many years and he is someone with strong values, good leadership qualities and always willing to help. People working with him will definitely learn a lot and benefit greatly.
Teck Neng has demonstrated an exceptional level of professionalism and integrity which unfortunately many in the financial planning industry lack. Very honest advice and is someone I know who walks the walk and talks the talk. On a more personal level he is a very sincere and great person to hang out with too.Cheers!
Teck Neng has been a great help when it comes to simplifying complex financial and insurance products. He is able to summarize the salient points and allow layman like me to understand and make an informed decision. His professionalism never fail to amaze me when it comes to the personal touch involved while making claims. I will highly recommend him to anyone who wants a second opinion on their financial portfolios or looking to join this financial advisory career under a great leader!
Pamela Chong
Eva. W
Nagarajan SO Sethuraman
Pamela has been my insurance advisor since I was in my early 20s when I just started having a job. It has been more than 10 years now. While she is my insurance advisor, she is more like a friend to me. I wasn't earning much at the beginning and she was understanding about it. She didn't pressure me to take up any insurance that was not relevant for me at that time, just the ones I needed. She always advises me on what is the best for me and how to save so that I have enough money to also put food on the table. She genuinely cares about me like a big sister too, as she doesnt just care about my insurance-related aspects but my life in general. She always tries her best to avail herself to have a call or a meetup. She also patiently helps me with any questions that I have regarding my insurance, takes care of it efficiently, and helps me to process my claims fast. She always never fail to make me laugh and I really enjoy the meetups with her. All in all, she is a reliable insurance advisor and a good friend to have. I have introduced my friends to her and will continue to do so, as that's how good she is in my opinion.
Cindy Chan
Iris Neo
Pamela has been my insurance advisor since I was in my early 20s when I just started having a job. It has been more than 10 years now. While she is my insurance advisor, she is more like a friend to me. I wasn't earning much at the beginning and she was understanding about it. She didn't pressure me to take up any insurance that was not relevant for me at that time, just the ones I needed. She always advises me on what is the best for me and how to save so that I have enough money to also put food on the table. She genuinely cares about me like a big sister too, as she doesnt just care about my insurance-related aspects but my life in general. She always tries her best to avail herself to have a call or a meetup. She also patiently helps me with any questions that I have regarding my insurance, takes care of it efficiently, and helps me to process my claims fast. She always never fail to make me laugh and I really enjoy the meetups with her. All in all, she is a reliable insurance advisor and a good friend to have. I have introduced my friends to her and will continue to do so, as that's how good she is in my opinion.