Biography

Mr Kenneth

Student (Undergraduate)

My family is incredibly grateful for Evon, for being our trusted, sincere and friendly advisor for so many years. She never hesistated to help us with our questions for the various policies. She explains them very clearly and succintly, making it very easy to understand. As I am in my final year of University, I'm about to set foot into the working industry very soon. I thought it was time for me start thinking about my finances while I plan for my future. I was quite lost at the start, as I'm not sure which policy or plan to go for, since there are so many. However, thanks to Evon, she helped me gain clarity on what is best for me given my current stage of life, and helped me tailor a plan that is comfortable and beneficial for me. Throughout this process, whenever I had questions, she was always very open and ready to answer them. I am so grateful for her. She is also a great role model to me. Her heart for the people around her makes working with her so pleasant and amazing!

Ms Chris Teo

Director at HR Consultancy Firm

I am not incentivized to share this but I feel it's important I share our experience with Evon. I started with her years ago with a tiny portfolio that has since grew, just like my friendship with her over the years. Her taking time and effort (though initially I found it rather irritating, to be honest) to build relationship, her persistence on wanting to meet grew over time. Her genuine desire for her clients and friends to do well, have enough for their retirement, health etc touched me completely and I made the decision to stick with her and her good recommendations.

While we are humans and at times make mistakes (I have made many mistakes) and when we give her the most honest feedback, she would make good what was not right etc. This made me and my husband more and more confident of her not just as a friend but one we trust with our portfolio and investments.

If you want one who is dedicated, committed, take your wealth and retirement seriously, you should get in touch with Evon Chen... She delivers and precisely this, we have been referring her to many people. I am sure all her clients will agree with me how wonderful she is. Beyond a FA, she is a trusted friend, one who journeys with you when you are lost. Let me quote you a recently example: 8 October, she left for her holiday, my husband met with a car accident. Though she did not need to call to check on us, she constantly texted, called to ensure we are doing well, made arrangement to meet us upon her return to help us with our claims.

My husband and my desire is to see her to continue to do well and be the blessing she has been. Gambetei Evon Chen.

Ms Cynthia I. A

Director at Australian Bank

Evon has been instrumental in my financial management journey for more than 20 years.

Evon and I met when I just started working and with her professional guidance she helped me grow my knowledge and confidence in financial management. Knowing that I did not have much financial experience, Evon took a lot of time and effort to educate me. First she ensured that I have my foundation covered. Once done, she helped me start retirement planning, as early as from my early 30s. Fifteen years later, I am now on track to reach my retirement goal. Her sound advice has borne fruit.

As years went on, Evon has become more than an advisor, she has become a trusted friend. She always has her clients' best interest at heart: she does not hesitate to offer objective advice, delivered in kindness and never pushy. During hardships such as health issues or life changes, Evon provides comforting presence. She helped me navigate the changes, look into ways on how I could restructure my finances to achieve my new goals.

I am grateful for Evon's help and friendship throughout these years. Would highly recommend Evon to those looking for financial advisor who is genuine and knowledgeable.

Thank you Evon !