My family and I were impressed by Jolynn’s patience and sincere approach. She delivered the best possible service in making sure that my son starts on the right footing so to minimise any loss that we might potentially have. My wife and I truly appreciate what she has done for us.

Wen Qian is very sincere and honest. She gave me valuable insights into increasing my wealth and went through a thorough retirement planning with me.

As a retiree, my biggest worries are my retirement and my kids. I’m glad that Qiao Yi was able to utilize my resources effectively to create multi-generational wealth. With her help, I now have a peace of mind knowing my family’s portfolios are in good hands.

A versatile professional, Qiao Yi is insightful and very willing to share her knowledge. Being in this investment journey together, I have full confidence in her and her team’s expertise in navigating through the markets. Coming from a conservative family background, my parents were initially resistant to meet her. So happy that they decided to go ahead with my recommendation and we never looked back since! I’m thankful for her great value add and expertise to my family in terms of my parents’ retirement planning.

I’m always skeptical about agents because of their pushy approach but I’m glad Qiao Yi is none of that. She is patient and communicative, helping me understand financial terminologies easily. Her expertise in comprehensive financial planning has greatly benefitted my partner and I as we transitioned to our next life stage. We entrust her with not only our individual portfolios but also our finances as a couple. It is also very assuring that despite the market conditions, my investment portfolio grew. I have also recommended many of my friends to her to enhance their financial well-being.

Jolynn was very patient and clear with her explanations. The session have allowed me to have a clearer understanding of my financial position and see the importance of planning ahead. I trust her and believe that she and her team has the platform that is capable to help her clients that are best fit for them.

I was referred to Jolynn by my sister. Jolynn gave me plenty of advices on how I could start planning properly for my future. She has helped me to start my planning on the right footing. I would highly recommend her to my colleagues and friends in the future.

Jolynn was patient with my questions, firm with her answers and did not show any hesitation in giving her advices. I like her professionalism while at the same time throw in some fun facts.

Sharon’s coaching has a focus on real action that you can take to lean into your strengths versus working on your weakness. She gave actionable insights for me to work on impression management to be visible to co-workers as I wasn’t doing particularly well when it comes to being visible and showing my strengths

Sharon is able to use the frameworks and concepts to help you develop a better understanding of yourself and why you react to certain matters in certain ways. She will also provide you with actionable steps to leverage on your unique strengths to help you navigate through life more positively and productively.

The session is more in-depth and relatable to reality, guides me on how to improve my life knowing my strengths.

Clarice is one of the most sincere, thoughtful and professional financial consultant, who truly listens to her clients’ needs. Since I began using her services, I was able to free up more cash for holidays and other investments. Which ultimately build towards my retirement plans. I have recommended her to my friends and they are using her services as well.

Clarice has been extremely patient in explaining various key concepts, allowing me to gain clarity over my life and financial goals. Through the various interactions we have had, I can tell that she places her clients’ interest and financial capabilities as the top priorities when it comes to coming up with a personalised plan to protect and grow their finances.

Throughout my engagement with Clarice, she has consistently demonstrated professionalism, meticulousness, relatable-ness and her investment in my interests. Through her help, I have a much clearer idea about how I want to proceed towards my retirement goals. My family and I also have insurance coverage now, providing me with peace of mind I need before going to sleep every night.

Clarice was professional and insightful. I was satisfied with the proposal, along with several insightful tips obtained. Clarified my enquiries and doubts, it game me the assurance that I need to fully trust the proposal reducing my premiums and increasing my coverage.

Clarice provided me with clear and valuable lessons in the areas of wealth and protection portfolio. She is very approachable and patient in addressing my queries. She is very professional and knowledgeable in the products in the market. I have consulted her on existing plans that I have and she has been able to give me recommendations competently.

Clarice is a very patient person who explains the policies clearly and a caring person who is truly concerned about her client’s wellbeing. I feel that I can be assured of my policies under her guidance and care and I do not have to worry about my retirement in the future!

As a fresh graduate, Clarice helped me to kickstart my financial planning. I feel she is very reliable and understanding as both a friend and a financial consultant. I felt the session with her gave me a clearer overview about what financial planning is about. I feel assured because I know my needs are being addressed.

My initial impression of insurance agents is that they are pushy and that they just wanted to earn money for themselves. However, Clarice is the total opposite! She’s genuine and sincere in helping me get the right coverage and protection within my budget.

Clarice is very personable and pays attention to the needs of her clients. Even though I had brief knowledge about insurance and already have some ideas about financial planning, Clarice helped supplement some of the games in my knowledge. I was really glad to have met Clarice and to receive her help because she has saved me a lot of time from doing my own research.

This tool provides me a clear idea of my goals & future potential wealth, the investments picked out so far are good & performing, I really appreciate Klein for recommending these investments, it helps in me knowing what to do with my money, how to grow them effectively.

To me, investment is for long term and preparation for a comfortable retirement. I am grateful to Nina for helping me to manage my investment portfolio because she has the deep knowledge and experience in the field. I also like the tool that she has used to plan my passive income generation because it is automated and allows you to plan for your target future retirement income. Thank you for your professional advice. I look forward to the quarterly review on my investment portfolio.

To me, investment is exciting and empowering. I feel assured and confident having Nina manage my investment portfolio, because she is knowledgeable and responsive, with a strong investment team to boot. I also like the tool that she has used to plan my passive income generation because being a data-driven person, the numbers are clearly logical. It allows me to plan my future with great foresight. Thank you for your professional advice. I look forward to having a continued relationship with Nina!

To me, investment is an important tool for securing my financial future. I am satisfied with Jermaine helping me to manage my investment portfolio because she has demonstrated good knowledge of the different products and how they can be tailored for my lifestyle, and has managed to answer my questions with clarity and patience. I also like the tool that she has used to plan my passive income generation because it is intuitive and allows me to plan for different stages of my life to achieve my financial goals. Thank you for your professional advice. I look forward to receiving more valuable financial advice and seeing my investments grow under your guidance.

Jolynn is a good advisor and a good friend. In my investments that were recommended by her, I was not sure in the beginning if I have excess money to do them, as I always feared the heavy financial commitment needed to support my family, our current houses, as well as to be able to lead a comfortable retirement year in the near future. Through Jolynn’s detailed analysis and several conversations with her, it is surprising that she was able to shed light of my wants and needs, explained in very clear and concise factual studies of my portfolio and helped in generating wealth that I would have never thought I have them.

To me, I feel that investment is hard as I’m unsure on where to start from and what to invest on. Moreover, I’m not interested in investing high amounts as even though the returns I heard is high, but scare that not able to get it back when in need of funds. I am happy and glad that Vanessa help me to manage my investment portfolio because I knew her since university and she’s trustworthy that I can rely on her for my investment plan. I also like the investment plan which she introduce about so that I can start to invest in small amounts and at the same time, helps in planning my monthly budget by leaving a small portion to investments. Thank you to Vanessa for her professional advice and I look forward for the investment plans in the future and also, to continue our friendship together!

Klein is genuine and listens to his clients’ overall financial situation, considering both the current and future circumstances. He is not pushy, unlike some advisers I’ve met who are solely focused on hitting their KPIs, such as sales commissions. Klein takes the time and effort to answer queries, and he not only helps me streamline and manage my various investment portfolios, but his team also offers more than just financial advisory services, including personal growth coaching. I am glad that he is an advisor who takes my various concerns into account and plans accordingly and effectively.