Happy clients who have enjoyed the excellent service from our professional financial advisers.

Amber and Koon Ting are very transparent and honest advisors and doesn’t sugar coat anything and go straight to the point. They were very thorough and meticulous while going through the my financial gaps. If I need any help, their response is very prompt and even if it is non-insurance, they also try their best to help me. I would definitely recommend my friends or anyone to approach them to do their financial planning for them.

Amber and Koon Ting are very transparent and honest advisors and doesn’t sugar coat anything and go straight to the point. They were very thorough and meticulous while going through the my financial gaps. If I need any help, their response is very prompt and even if it is non-insurance, they also try their best to help me. I would definitely recommend my friends or anyone to approach them to do their financial planning for them.

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.

Pauline Lau has been my agent for many years. When I was admitted to hospital for day surgery, she always tried her best to answer my enquiries clearly and promptly. She also provided kind assistance to me on submission and appeals for my case. Pauline is a great agent who not only know my needs but also an agent to count on.

Good Knowledge with her policy….