Our Testimonials

Rui Han is a brilliant advisor like no other. He remains steadfast in providing highly accurate and objective view points in all our discussions and prioritises his clients needs. He always ensures I make the most informed choices and facilitates my decision making process by furnishing me with solid explanations even down to the technicalities. Not only is he trustworthy, he is generous with his time and is always prompt in his responses and follow ups, providing valuable advices in all situations ranging from insurance to investments. Without a doubt, I would highly recommend Rui Han to my friends and family.

Jia Min is a responsive and dependable advisor. There were a few claims I needed help with recently, and she has assisted me promptly, ensuring that the claims process is smooth and paid out asap. Much appreciated! As she sends me important updates from time to time, we’ve kept in touch and I’ve reach out for a policy review recently. In our recent session, she is able to put herself into our shoes to optimise my family’s coverage and cater to my needs. She is also able recommend the best value insurer accordingly, taking care of any pros and cons of each insurer I should be aware of.

Rayers has been a very well-informed and insightful advisor. Providing us with timely updates and proper reasoning between switching of certain funds and simplified updates on the current global financial situation. His decisions are made on the basis of having customers’ needs coming first, ensuring that every individual needs are met and that the benefits are most optimised. As dry as certain topics may be, he tries his best to cover each topic in a comprehensive but simple to understand way. His dedication in ensuring every single one of his clients is knowledgeable in the field is a very honorable action.

I’ve known Grace for close to two decades and despite our friendship, I have never been pressured to consult her simply because of our relationship. We started having conversations around financial planning when I decided that it was time to review my overall financial health and take my first steps into investing. In my requests for financial planning, amongst other types of insurance, she has been extremely reliable, trustworthy and client-oriented. She deeply cares about her clients and ensures that my interests and needs are heard. She would go to great lengths to conduct comprehensive portfolio assessments and provide in-depth recommendations best suited to my needs. I’m confident that she has my best interests at heart and would absolutely recommend her to anyone who needs guidance or advice in financial planning!

What I appreciate Shawn is his professional work ethics when I am engaging him for his services. His no-nonsense approach makes it easy for consumers like me in arriving at a decision when I am planning for my finances. Thanks to Shawn, I am assured that all my queries are answered with clarity and I am given the best possible options after he made the necessary comparison. Also, what I greatly appreciate is that he is well versed in his product knowledge as well as the way he logically explain what is the best approach when planning for coverage and wealth accumulation. Highly recommend to everyone who values comparison and a straightforward way in acquiring your needs.

It was great that I have spoken to Yi Jun advising on my existing policies that I am holding currently. She is quick in scanning data that I have presented to her and understood what I have in mind for the issue that I am concern about for she was a good listener. She was able to throw in some tips of how I can optimise my current situation. Fruits for thought for me after our discussion. There are new angles to relook into my portfolio to optimise my investment and protection. However, I need some time to think it through. Many thanks to Yi Jun for that chat session. ^_^

I have known Alfred as a friend for 15 years. He is honest, upright and meticulous to details. Due to these important qualities, I chose him to be my only financial adviser. He is professional and did not promote any redundant insurance plans which I do not require currently. More importantly, he spelled out every detail which I need to pay attention to before I proceed with signing the hospitalisation plan. He is also knowledgeable and was able to explain the different types of hospitalisation plans he has to offer in comparison with other plans in the market. I am confident that he will be able to provide professional advice and manage my financial portfolio/ life insurance beyond my expectations. I will definitely approach him again if I require any financial advice in the future.

I consulted the expertise of Aaron when I was seeking an opinion on an insurance policy. Aaron took the time to understand my needs before making recommendations from the wide selection of plans available. It was evident from the speed of his follow up that his client’s interests are his top priority. Will recommend that you speak to Aaron if you need an opinion on any insurance/financial matters.

After working with an IFA, I realised that it’s useful to get a comparison of the various financial products on the market. Concurrently, an IFA can provide you additional advice depending on your objectives. I had a pleasant experience working with Clive. Prior to recommending products, he took the effort to review my existing policies and understand my financial needs first. Whenever I had queries, he was also responsive and patient. He is a dedicated IFA and would update me regularly on the progress and follow-ups required. I am very grateful that he went the extra mile to help me settle my various policies. Would definitely recommend Clive if you need help with financial planning.

Jairus has helped me comprehend my financial status and work toward my financial objectives by utilizing his knowledge and experience. In order to achieve my objective of financial independence, he advised me to implement wealth accumulation plans. He also suggested the ideal insurance options for me. When he explains terms and concepts to me, he is always very patient and prompt in responding to my inquiries. He is affable and kind, and he even offers me pointers and counsel unrelated to his line of work. He is also not aggressive when it comes to marketing investment or insurance plans. He and I have a great working connection, and I would absolutely tell my friends about him.