Working together to achieve financial freedom

Derrick has been patient and careful in making sure I make the right decision. He exceeds my expectations in a financial advisor, making sure my concerns are addressed and providing the best solutions. I'm confident and very assured to leave my problems to him.

Dennis has been a knowledgeable and honest individual who strives for win-win outcomes and places his client's needs as priority. Feeling safe with and being able to trust your agent has always been crucial in financial planning and my family is able to do so with Dennis. Thank you for your heart in the work you do!

I appreciate Roger's quick response to my enquiries. It is thanks to him that my policy documentation can be ready so fast. Good to have a patient and helpful advisor like Roger.

Keef Lim is a very well dedicated financial advisor. The clarity and enthusiasm he puts in his communication with clients make him very trustful. I have enjoyed talking to him on the phone and face to face. He is very knowledgeable about investments and his advises are very helpful.

I have known Tynn for years. She has been my "insurance-pedia" whenever I have any questions on the different type of insurance products. She is always ready to share her knowledge in insurance even before I became her client. She is capable of telling me the key points of the coverage and explain in layman terms for people to understand the coverage easily.

Probably due to my job nature, the amount spends on insurance coverages have to make sense on company and personal level. I remembered a Worldwide Public Liability coverage that the company had with another Financial Advisor which is a bit complicated. I sought her help and she managed to streamline the coverages. She advised what is needed accordingly so as not to double insured after understanding the other coverages the company have. Her efficiency and follow-up on insurance issues earned praises from my colleagues too!

Keep up the good work Tynn. Hope that more people can benefits from your advice and get the right coverages for their insurance needs.

Jack has been an invaluable guide in my financial journey, standing out for his expertise, genuine care, and unwavering support.

During a challenging time when I faced an unexpected hospitalization, Jack's calm reassurance and proactive assistance ensured my medical bills were fully covered, giving me peace of mind. His dedication, both in moments of crisis and beyond, truly sets him apart.

April was very patient in explaining to me the financial pyramid at the start and helping me understand the importance of financial planning. When I asked her to share all the available plans with various insurers she did up a clear summary for me to do a comparison. She is professional and approachable with clarifying all questions so that you understand and are confident of the plan you are purchasing. Thanks April!

I joined Andrew and his team in 2017 after 6 years in the banking industry. He is a person with great foresight and aptitude for higher success. Under his explemary leadership and dedication to his team, I had learnt alot of industry insights and knowledge that i can apply to my work and personal life through his innovative training and coaching sessions which I can't find in banking. We still remain in close contact and have known each other since our air force days, opportunities will come eventually for him with his unwavering support and strong will to succeed. All the best in the future!

April and I were introduced to each other a few years ago during a critical point in my life. She has since then been someone whom I trust sincerely for financial advice and guidance - she is honest, knowledgeable and passionate about her work. The care she shows to her clients is genuine and honest and she always put her 100% in helping us. I am super thankful to have her not only as an advisor but as a friend as well.

Catherine is a great pillar of support when it comes to financial advisory for me and my family. From advising me on personal needs to ensuring my children are protected, I trust her with her recommendations fully. Having known her for a number of years, she’s not just an adviser to me, but also a friend who extends her warmth and friendliness at all times.

I have known Cheryl for many years and decided to switch my wealth and insurance management to her. She has been constantly keeping me updated, and will analyse the current situation to best fit my needs. Ever since then, I engaged her to manage my husband and baby portfolio too. Our family appreciates her sincerity and efforts, and we highly recommend her.

I’ve always felt in good hands with derrick handling my investments. Never needed to bother deep into details as he will always recommend the best for me. And will alert me if he feels my funds are not performing. Also he’s ever ready to answer any queries I have, even if he doesn’t have the answer in hand, he will make sure he’ll check and get back to me. It’s impeccable service!

Leslie is a very committed & detailed advisor. He goes out of his way to understand my needs & what policies I have before recommending any good solutions and any other policy to get.

Daven have been such a wonderful adviser and is very prompt in his services. He is very approachable and gives the best advice when required. He is very knowledgeable and has guided me through my past admissions especially the recent operation that I had. I’m very grateful to have gotten him as my financial adviser for medical coverage.

Angeline has been my whole family's financial adviser for many years. She is very patient, understanding and quick to respond. She is one who is always ready to go to the extra mile for her clients. It is no doubt she is very highly recommended. Thank you so much Angeline for all that you've done for us, we really appreciate lots!!!!

Alan is able to provide concise information and is able to plan for me in accordance to my needs.

Danny is not only a financial advisor but also a trusted friend. He also has a deep knowledge of financial markets and instruments. I can trust Danny to give me good advise regarding financial decisions. He also listens carefully and makes recommendations that suits my constraints and situation rather than just making a sales pitch. I would highly recommend Danny to my friends!

Derrick is more like a bro than merely an agent to me. I can strongly feel his sincerity towards providing the proper advice and customize the right products to cater my needs and financial capability. He genuinely provided the right advice to me without hard selling of products unlike other agents I have encountered. He is patient and responsive to my enquiries and goes extra mile to remind me of my medical appointment and premium payment etc. With the trust I have built up in him, I have entrusted my mum's and sister's healthcare and medical policies to him as well. In addition, I have also referred my peer to him for medical coverage advice. There are many financial advisers in the market and it is not simple to find one whom you can trust and build rapport with. Keep up the good work Derrick and thanks for your support all this while! Appreciated!

Jack's genuine care and expertise transformed my financial situation during a challenging period as a university student. He restructured my plans, optimized cash flow, and provided peace of mind to focus on my studies.

Always approachable and adaptable, Jack prioritizes my interests and offers consistent support. He’s not just a skilled financial advisor but also a trusted friend I can rely on.

Cheryl is great at establishing and forming relationships with her clients and is careful about her financial planning, really getting to know me and my needs before putting forth her suggestions. She’s also patient and kind and easy to talk to. With her help, I was able to better understand the insurance landscape and ensure gaps are covered before embarking on further investment plans. It helps that she takes the time to understand the freelancer frame of mind as well. Thank you for your help. Looking forward to a long and fruitful client-advisor relationship.