Kimberly Tan

Client Adviser

Mr Yip Zi Hao

"As a student with no prior investment experience, I came across Kimberly who introduced me to the idea of having proper financial planning. She has broadened my financial knowledge and set me off planning on my future. She is very approachable and attentive to what I am looking for. I am more than pleased with her service and would recommend to my friends and family."

Mr Darul

"Kimberly is a very patient adviser who comes across as someone genuinely wanting to help. She is willing to listen to my concerns and doubts and it felt like I was having a conversation with an insightful friend compared to an adviser talking to her clients. Her views on financial planning helped me to broaden my perspective and explore avenues I never would have thought of previously. She also never fails to text/call me from time to time to provide updates, which shows how she would go the extra mile for her clients. Becoming a client of hers is a decision I do not regret. Thank you Kimberly!"