Zhiwei has been my trusted financial adviser for over 20 years, starting from his early days with Prudential. Over the years, he has helped me build a strong and well-rounded financial portfolio — including insurance coverage, investments, and retirement planning — all tailored to my personal goals and preferences.
When Zhiwei transitioned to the FA model, partnering with multiple insurers, I saw firsthand how dedicated he is to providing the best value for his clients. Thanks to his advice, I’ve secured better insurance coverage at times with lower premiums — something I wouldn’t have thought possible.
What truly sets Zhiwei apart is his ability to design affordable, low-commitment plans that still align with my long-term goals. This flexibility proved especially valuable during my career transitions, where I never had to worry about compromising my financial stability.
Most recently, I was able to withdraw profits from my investments to help fund a property purchase — a move made possible because I started early with Zhiwei’s guidance. We’ve also restructured my life insurance to shorten the premium term and shifted towards a retirement income model that gives me greater peace of mind.
Zhiwei’s unwavering support, foresight, and customized advice have been instrumental to my financial journey. I’m grateful to have him as my adviser.
