Our Testimonials
KUAH RUI HAN
Senior Deputy Director / Team Lead
MDRT Qualifier, Associate Estate Planning Practitioner (AEPPⓇ), Certified Wealth Management Advisor (CWMAⓇ)
Thorough, thoughtful and trustworthy, Rui Han has taught me much about the finance industry. Being new to wealth management, I thoroughly appreciate his sharing and evaluations of insurance schemes and investment tools. Rui Han always journeys the extra mile by listening, querying and tailoring service solutions to fit my needs to the T. His open-mindedness, readiness to address my concerns and candour makes him my go-to advisor.
Ms Chong
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.
Ms Lee
Account Manager
Rui Han is unlike any Financial Advisers i have encountered. Instead of pushing random products to me, he firstly understands my situation and my needs before introducing the policies to me. He gave me a thorough analysis of different products in the market which allows me to make sound decisions. Honestly, he broke the stereotype i had for financial advisers. Would recommend him to people who needs financial planning!
Mr Wan
Audit Assistant
TEO JIA MIN
Associate Director
MDRT Qualifier,
Associate Estate Planning Practitioner (AEPPⓇ),
Associate Financial Planner (AFPⓇ)
Met JM through a mutual friend and was super happy to have gotten my first insurance plans from her! Being fresh out of university, I met a few other financial advisors prior but was unable to settle on a particular plan as there was a lot to take in with so much information to dissect! She was able to slowly explain to me and ensured that I understood what my concerns were before signing up for any plans. Something admirable about her is that she is very real and which is something hard to find with some financial advisors these days! JM was clear and provided me with the necessary information that suited my needs! She is extremely professional and approachable to her clients and I would definitely recommend her if you need help with purchasing insurance or any sort of financial advise!
Mr Song
Commercial Coordinator
Jia Min is very transparent and goes straight to the point by highlighting the pros and cons of each insurer which allow me to choose the most suitable policy. She's very detailed in her work and time to time during the meeting she will ensure that I understand before going onto the next point as I'm new to insurance. From the first time we met, I felt very comfortable and was able to express the concerns of why I want to buy insurance. With this I'm able to fully trust her with my insurance planning. As I did not have any insurance knowledge before-hand, she created a presentation to breakdown those complex information among all the insurers and compared it into much more simplified terms. I used to have a stereotype when it comes to insurance but after meeting her, I realized that she is very sincere and will even go the extra mile to send me relevant information through text which shows the effort she puts in for her clients. I'm grateful to have her as my advisor and would definitely recommend Jia Min to my friends! Keep up the good work and thank you so much Jia Min! 🙂
Ms Ng
F&B Admin Officer
Jia Min is a great person with great character. She is very trustworthy and provides excellent service. I gained so much clarity after speaking with her! She was able to show me a clear overview across insurers and even shared with me some blind spots that most agents fail to point out to me. I believe that a good advisor is someone who also services well post-purchase. Jia Min is very prompt and responsive over text. She will send me relevant updates that I ought to be informed about from time to time. I would recommend Jia Min to anyone without hesitation or reservation. I have full trust in her work. Keep it up Jia Min!
Ms Chin
Quantity Surveryor
GRACE WONG
Associate Director
MDRT Qualifier,
Associate Estate Planning Practitioner (AEPPⓇ),
Associate Financial Planner (AFPⓇ)
Before working with Grace, I was not able to understand the financial/insurance concept/plan and all the various different plans/products are overwhelming for a layperson like me and my family. As such, my existing portfolio was not cost efficient. My portfolio is well managed now, with the help from Grace as a one stop shop solution provider for my financial needs. I’m now able to have a more efficient and cost-effective portfolio. Grace is patient and willing to spend time to explain things that I don't understand. She is responsible, always within reach, diligent, able to respond well, does not take long time to respond. My best takeaway from working with Grace is being able to find a one-stop place to meet the needs of the financial planning/analysis and able to carry out the plan step by step.
Mr Chih
IT Adminstrator
I was looking for a Term Life with Early Critical Illness insurance product to cover my mortgage repayment in the event of my death or contracting a critical illness. Grace was recommended to me by a friend who is also a client of hers. My entire financial planning process was done smoothly online as Singapore was still in COVID-19 lockdown stage, thus face to face meetings were prohibited. Grace is a people person who is warm and helpful, always willing to go the extra mile for her clients. She was very patient, knowledgeable and professional in helping me search for the insurance product I was looking for. I like the fact that she presented me with a few relevant insurance products to consider, rather than pushed me to buy one which would give her the highest advisor commission. This integrity what I expect from an independent advisor, who acts in her client's best interest. I bought my Term Life policy with Grace's help, the underwriting process was a tedious and drawn-out process, but Grace was very patient in helping me to follow-up until closure. She is now a trusted friend and advisor to me.
Ms Keh
Group Head of Insurance & Value-Added Services
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!
Ms Rosalind
Digital Marketing Manager
Alfred has been my financial planner since 2019. Financial planning is important to me because I want to grow my money through the right investments. My goal is to maintain my current standard of living when I retire. Without financial planning, this would be difficult to achieve. Alfred has a calm demeanour and is professional and clear in his communication. I can always trust him to recommend the most suitable financial or insurance product to me based on my needs and risk appetite. He is always well prepared and well informed for our meetings and approaches our review very systematically without prejudice / bias and what I appreciate most about him is: he does not pressure me into making decisions. So far, the decisions made have been good.
Ms Yap
Alfred has been very helpful with suggesting to me the health insurance suitable also helped with the right investment plan to help manage my funds. Alfred also has gone one step ahead and helped me with my surgery claims by following up constantly with the hospital and insurer. We trust him with him our funds and his personalised service!
Ms Vadevu
Engineer Manager
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.
Mr Tay
Assistant Manager
TEO JIA MIN
Associate Director
MDRT Qualifier,
Associate Estate Planning Practitioner (AEPPⓇ),
Associate Financial Planner (AFPⓇ)
Met JM through a mutual friend and was super happy to have gotten my first insurance plans from her! Being fresh out of university, I met a few other financial advisors prior but was unable to settle on a particular plan as there was a lot to take in with so much information to dissect! She was able to slowly explain to me and ensured that I understood what my concerns were before signing up for any plans. Something admirable about her is that she is very real and which is something hard to find with some financial advisors these days! JM was clear and provided me with the necessary information that suited my needs! She is extremely professional and approachable to her clients and I would definitely recommend her if you need help with purchasing insurance or any sort of financial advise!
Mr Song
Commercial Coordinator
Jia Min is very transparent and goes straight to the point by highlighting the pros and cons of each insurer which allow me to choose the most suitable policy. She's very detailed in her work and time to time during the meeting she will ensure that I understand before going onto the next point as I'm new to insurance. From the first time we met, I felt very comfortable and was able to express the concerns of why I want to buy insurance. With this I'm able to fully trust her with my insurance planning. As I did not have any insurance knowledge before-hand, she created a presentation to breakdown those complex information among all the insurers and compared it into much more simplified terms. I used to have a stereotype when it comes to insurance but after meeting her, I realized that she is very sincere and will even go the extra mile to send me relevant information through text which shows the effort she puts in for her clients. I'm grateful to have her as my advisor and would definitely recommend Jia Min to my friends! Keep up the good work and thank you so much Jia Min! 🙂
Ms Ng
F&B Admin Officer
Jia Min is a great person with great character. She is very trustworthy and provides excellent service. I gained so much clarity after speaking with her! She was able to show me a clear overview across insurers and even shared with me some blind spots that most agents fail to point out to me. I believe that a good advisor is someone who also services well post-purchase. Jia Min is very prompt and responsive over text. She will send me relevant updates that I ought to be informed about from time to time. I would recommend Jia Min to anyone without hesitation or reservation. I have full trust in her work. Keep it up Jia Min!
Ms Chin
Quantity Surveryor
TAN YI JUN
Associate Director
Certified Financial Planner CFPⓇ,
COT Qualifier, Associate Estate Planning Practitioner (AEPPⓇ)
Had a portfolio review with Yijun through a investing community's recommendation and she was so detailed and helpful! In particular, during the review session, she made me understood my current situation, review my current portfolio and propose ways to maximise my wealth so that I can able to hit my retirement goals confidently! Kudos to Yijun and I am sure you will benefit from her one-to-one consultation! Keep up the good work!
Mr Tan
Civil Servant
I met Yi Jun 5 years ago, she did up an investment plan for me and analysed for me how I should manage my finances. Yi Jun is a very friendly, helpful and engaging person. She is willing to help me to analyse whenever I have inquiries. She gives good advice and explains things well. The way we communicate makes me feel comfortable. She has built trust and I trust her advice with my financial planning.
Mr CH
Engineer
Needed my insurance framework reviewed and was recommended by someone to see Rui Han and Yi Jun to get an opinion. Having met many other insurance advisors previously, I found that they are not only very knowledgeable but they applied their knowledge with client's interest in mind. It was a very pleasant and efficient journey reviewing and rationalising all my insurance plans with their advice and help. I would recommend them to any of my friends as the go to person for insurance advice.
Dr Lenard
Doctor
SHAWN KOH
Associate Director
MDRT Qualifier,
Associate Estate Planning Practitioner (AEPPⓇ),
Associate Financial Planner (AFPⓇ)
I had a investment and insurance portfolio which was built in a haphazard way over the last couple of decades. I wanted to have a objective evaluation and streamline it at the same time. He went through my entire portfolio of insurance and compare across companies as well, matching those with my profile and jointly help develop the right solutions for me and my family. Shawn provides very objective and comprehensive solutions ensuring client's overall needs.
Mr Anantha
Director
Currently residing in Australia for career reasons. Had accumulated spare cash when I was working overseas. Knew that Shawn is professionally advising on investments in Singapore, and hence sought his advice on how I may grow my spare cash sustainably. It was like pro bono service as he knew that it was difficult for my circumstance to invest in Singapore. Nonetheless, he still provided me ideas and recommendation that I may DIY, and most importantly, hassle free. His investment narrative is not frequently heard elsewhere, which was a rather refreshing perspective. Do look for Shawn if you want to consider better alternatives for your investment journey.
Mr Ng
Architect
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.
Mr Lim
Engineer
AARON CHUA
Associate Director
MDRT Qualifier,
Associate Financial Planner (AFPⓇ)
Aaron is a hard-to-come-by meticulous independent financial advisor who has his clients' best interests at heart. I sought Aaron's advice for investment opportunities to accumulate my wealth, safeguard my financial future, and pave the way towards my retirement now that I'm in my 20's. Aaron took time out to fully understand my needs and financial situation prior to advising me on suitable products that best fit my needs and lifestyle from the extensive range he offers. I'm grateful to have the opportunity to work with Aaron on securing my financial future, and I would definitely recommend Aaron to anyone for their investment, insurance, estate planning and mortgage refinancing needs.
Mr Justin
Self-employed
Aaron was very patient in explaining each and every aspect of the products to me. He went extra mile to compare different options with their pros and cons for me to decide accordingly. Something that i like is that, his product choices was really catered to my needs and situation rather than throwing in some off-shelve products. He had statical reference and case study to aid our decisions which i will help a lot in everyone decision making. Lastly, a special kudos to his friendly approach.
Mr Vaidesh
Events Experience Manager
Aaron has been very transparent and was informative throughout our discussions, helping my wife and I on must-have policies at our current stage of life. One thing that we really appreciate is his timeliness on following up and ensuring that his service level is not compromised. Aaron also took the time to interview us to see if we were people that he could work with and mentioned that working out an insurance policy was a partnership between him and us. He was sincere in sharing that he could not help us unless we understood clearly what we were buying into. Thanks Aaron, looking forward to a long lasting partnership.
Mr Calvin
HR
DARREN SPRUYT
Senior Relationship Manager
Certified Financial Planner CFPⓇ, Chartered Financial Consultant ChFCⓇ, Certified Wealth Management Advisor (CWMAⓇ)
Ms Kerstin
National Athlete and Student
Mr Jorg Dietzel
Consultant
Mr Jason
Social Media Consultant
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.
Mr Jay
NSF
Rayers is very detailed and patient. He will take the time to go through details slowly which is helpful. He will also take the time to go through things step by step with you so you don’t get confused. He’s knowledgeable and willing to answer the questions you may have. He is also very reachable throughout the week which makes thing easy.
Ms Jennifer
Architect Designer
Having known Rayers for many years, I can confidently say that Rayers is a very trustworthy and a patient person. He is very knowledgeable and able to provide proper advice when it comes to managing finances, insurance and investments. Furthermore, He is an engaging person that is able to make dry topics interesting, easier to digest and promptly attending to any queries that I have. Overall, a great financial advisor that I would recommend to my family and peers.
Mr Yeo
Software Engineer
I feel completely comfortable with Jarius since he is not aggressive and does not encourage you into purchasing things you do not require. I believe he is genuinely concerned about the clients' well-being. Usually, I don't have much time to analyse insurance and investments, but Jarius has always taken the time to guide me and tell me of my alternatives so that I can make an informed judgement. I also appreciate that he went the extra mile to provide value-added service and great after-sales service.
Mr Alvin
Customer Service
Jarius 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.
Mr Isaac
Engineer
I frequently worked with Jarius. He does a fantastic job and is exceptionally timely. He responds quickly to any queries or worries I have about my insurance plans, and together we are able to find solutions to any issues that may have occurred. To anybody looking for a professional who takes their job seriously, I would definitely suggest him and his organization.
Mr Nicholas
Logistic Executive
Dear Darius I would like to take this opportunity to thank you for assisting my family and friends in our financial planning over the years. Thank you for having a deep understanding of the markets, analytical skills and have a passion for finance. With your help and advice, my beloved ones are well covered and taken care of. You have been promptly assisting me with me new business applications, premium payments and even claims (which most of the agents stop at the first stage). Having you as my financial advisor gives me peace of mind and allows me to understand my coverage well. You will always be the one whom I will introduce to my friends and family who requires financial advice. Once again, thank you for the professional service rendered as well as being a great friend!
Ms Qiu Yun
Assistant Manager
The level of service and professionalism I’ve received from Darius is exceptional. Admittedly, I don’t know much about insurance but Darius has always taken the time to educate me and inform me about my various options. He is very prompt answering my questions and concerns and possess excellent knowledge. With my recent hospitalization, Darius has given me great advice on what is covered under the policy I have bought and my options available even on the weekend. He goes above and beyond to help check on the process and documents required to get reimbursement from my company group insurance. Darius isn’t just trying to sell you something, he legitimately cares about his clients and their well-being.
Ms Chew
Personal Assistant
Darius is an exceptional financial consultant that places his clients’ needs first. Our family decided to purchase all our insurance coverage from Darius because we really trust him as a person, due to his sincerity, strong work ethics and meticulousness. We are fortunate to have found him as our financial consultant. He is really detailed in the analysis and recommendation of plans, which we appreciate. He is also fast in answering our questions, and has been so for a good number of years for us. This shows Darius is a dependable individual and is in it with us in our journey. Thanks Darius, for being such a good friend and financial consultant, we place complete trust in you for our insurance policies. We strongly recommend Darius to manage your insurance coverage. It’s hard to describe in words, but when you meet him, you will understand. Sincerely, Bryan, Tina and Kaylon
Mr Ong
Zhen Quan is very professional in his line of work and had provided very valuable advises for me. He is always ready to help and go the extra mile to fully understand my financial situation before providing me with the best solution. Each meetings we have are made comfortable and casual due to his friendly and humorous nature. This has made it very easy to discuss financial plans with him. He offers good advice, but never does pressure you to buy something you are not sure of. Zhen Quan is a dedicated, professional agent whom I would highly recommend.
Mr Lim
Zhen quan's expertise & knowledge in his field of work provides his clients with assurance in his services. He has always provided genuine advice & is willing to go the extra mile to help his clients. I have trusted him with my financials for 7 years and never regretted with this decision made.
Ms Xue Bing
Never have I ever met an insurance agent like Mr Siah. Unlike most insurance agents, he has extreme patience in making sure you understand what you are buying into. It also brings me great assurance to know he is just a phone call or text message away. On a more personal front, he has a remarkable personality as well. His frank and forthright nature makes him suited for his current role as a financial advisor. His humorous personality makes every meeting joyous and pleasant.
Ms Junko
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