Our Business Excellence Journey
Our Business Excellence Journey
Our Business Excellence Journey
Our Client Advisers are our greatest asset. Our advisers work with us on a trusted partnership helping to enhance knowledge and practices, and client experiences.
We recruit and retain the best in the field and make a commitment towards developing their potential even further, as an employer of choice.
Our advisers are professional in that they behave with integrity, trust, and competency providing personalized advice successfully.
We keep our advisers on their toes, with high standards of performance expected of them.
We have achieved progress and sustainable growth over the past years due to our engaged leaders, teams, and advisers.
Progress and growth are the foundation of a future where the company is kept moving in a positive and productive direction. The more we grow, the better we serve our clients.
Mr Tan Meng Shen
Regular
Singapore Armed Forces
"Very thankful to have Rachel as my financial advisor. Putting all my trust on her to manage my portfolio without any worries! When it comes to explaining how the complex policies works, she’s patient, detailed, and clear, which helps in clearing my doubts. Very accomadating to my busy schedules too! 👍🏻"
Ms Tan Siew Li
Accounts & Admin Executive
Zao Inc. Pte. Ltd.
"Thanks Ervina for grouping all my insurance neatly and explain to me what i bought and it is useful as i had lots of insurance, i really don't know is it required. And also help me on the will writing and it took a few months to complete as my information are insufficient. She is very patient and kind to help me on collecting the data."
Mr Cedric Chow
Semi-retired
N.A
"I got to know Alex in one of the financial planning talks many years ago. Back then, I wasn’t really into insurance but did have a vague idea that I might need some coverage along the way. As Alex is not that pushy kind of adviser, I felt at ease sharing with him my concerns & issues. He was able to help me consolidate all my insurance policies to inform me what were the loopholes. I started off with him helping me with managing my existing policies and adding new policies along the way with him. Over time, I see that Alex is not only a conscientious adviser but a caring one. I am especially more confident that he can help me plan my financial future better, from an independent financial advisory company this allows him to recommend me the most suitable policy without being biased towards any single company. He has been instrumental in helping me achieve financial stability especially for my retirement period. I am glad to have his expertise in guiding me financially."
Ms Yeeling
Quality Control Executive
"Before I started on my financial planning with Grace, I have insufficient knowledge in financial planning resulting in the procrastination towards working my financial goals and building wealth. Instead of pushing random products to me, Grace make sure she look at my previous portfolios to firstly understands my situation and my needs before introducing the appropriate policies to me. She gave me a thorough analysis of different products in the market which allows me to make sound decisions. Grace is patient in explaining financial terms to make sure I understood clearly the products that were recommended to me and is always prompt in her responses and follow up. She is all-rounded in her financial knowledge and provides valuable advices in all situations ranging from insurance to investments. Grace is very knowledgeable and is able to provide proper advice when it comes to managing finances, insurance and investments. She is definitely very well-versed in product expertise, and is committed to helping me make the best decision without obligations. Furthermore, the financial team organises regular finance webinars and are able to make dry topics interesting, easier to digest and promptly attending to any queries. Overall, a great financial advisor that I would recommend to my family and peers!"
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229 Mountbatten Road
#03-30 Mountbatten Square
Singapore 398007
Main Line: +65 6654 1888
Fax: +65 6654 1887
