I write to thank and to share the fact that I have been very blessed to have Liu Ting Kin as my financial advisor and portfolio salvager.
Liu is compassionate, attentive, has the client’s best interest at heart. He is always there to listen, find solutions and deliver great results. He is trustworthy, assuring and accomplishes what he sets out to do to help his client.
More than 10 years ago, I walked through personal life crisis which left me vulnerable, in search of financial safety net and the need to create some passive retirement income. It was during that time I was approached by a banker who had suggested Equity Loan, ie reverse mortgage. The banker after clocking in his sales did not see my portfolio through, ie he left the bank. I was passed on to another relationship manager who had inadequate experience, did not take care of my portfolio and the advisor, analysts etc teams behind him made a huge mess leaving me in the red with bleak outlook. My other private financial officer was also missing in action and uncontactable.
That was when Liu Ting Kin, whom I had met years ago prior to my portfolio crisis appeared in my life again at the right time. Liu listened patiently, understood my dire situation, assured that he would and could help and started the journey of salvage. I heeded his advice and bravely ported my entire portfolio out of the bank to Synergy to be under the care Liu Ting Kin.
In this journey, Liu kept to his promise to watch over my portfolio carefully and conscientiously, updated me monthly of the performance of my investment in his care, which the bank did not do.
Today, my portfolio has not only been salvaged from the red, it has also become nicely profitable, and I can finally get out of the dark trap of Equity Loan.
Liu Ting Kin is a financial advisor I highly recommend.
