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

David has been my trusted financial advisor for over ten years, while I resided in Singapore and now, Spain. When I first started working with David in 2015, my financial situation was less than ideal and I was clueless about how best to start working towards being financially secure. I had consulted two other Singapore-based financial advisors who were condescending and offered boilerplate advice and investment products with very high fees. David's approach is refreshingly different. He is genuinely attentive his clients’ needs and aspirations, providing personalised advice and financially sound recommendations. I have greatly appreciated his ability to break down my journey to financial security into a ‘one-step-at-a-time’ approach to avoid me being overwhelmed and he has been a calming and positive influence at times when I have been anxious about my financial situation. With David’s ongoing guidance and support, I am now on a solid path towards being financial secure and retiring someday with peace of mind, for which I am extremely grateful.

I have known Serene for 20 years, and I've come to greatly appreciate her professional and compassionate approach since she became my financial advisor from 2020. Over time, I've come to rely on her expertise and guidance in managing my insurance and financial planning needs.

One of Serene's great strengths is her ability to understand my needs, circumstances and provide personalised meaningful advice. She takes the time to explain complex concepts in simple terms, and her attention to detail is impressive.

I am also very appreciative of Serene's advice and support during difficult times, particularly last year when my family was undergoing a challenging patch. Serene provides wise cousel, looks out for her friends and clients, and is a trusted confidant who offers calm and objective perspective. She brings attentive-ness, comprehensive thinking, and dedication, and I am very glad to have her help me plan for my retirement goals and needs ahead!

Having known Serene Seah as a friend for over 10 years before she became my financial adviser, I've witnessed firsthand how her warmth, integrity, and genuine care for others translate beautifully into her professional work. Our friendship has given me unique insights into her character, and I can say with certainty that her dedication to helping others isn't just a professional stance – it's deeply rooted in who she is.

In her role as my financial adviser, Serene brings an exceptional blend of professional expertise and personal understanding to the table. She has this remarkable ability to break down complex financial concepts into practical, actionable steps, always ensuring that her recommendations align perfectly with my family's needs and aspirations.

What touches me most is Serene's commitment to providing personalised service. Despite her busy schedule and family commitments, she makes the effort to visit my home in the evenings for portfolio reviews. Her thoughtfulness extends beyond just financial matters – she never fails to remember birthdays and special occasions, adding that personal touch that makes working with her so special.

Her approach to financial advisory is refreshingly holistic. Rather than pushing standard solutions, Serene takes the time to understand each client's unique circumstances. She listens intently to concerns, considers various life factors, and then crafts strategies that truly fit individual situations. When challenges arise, she's always there with sound advice and valuable insights, drawing from her wealth of experience to guide clients through different circumstances.

For anyone seeking professional financial guidance, I wholeheartedly recommend Serene. She embodies the perfect balance of professional expertise and genuine care, consistently delivering results while building relationships founded on trust and understanding. Having experienced both her friendship and professional guidance, I can assure you that with Serene, you're not just getting a financial adviser – you're getting someone who will be genuinely invested in your financial well-being and success, while making you feel valued and cared for every step of the way.

Sincere and extremely helpful, goes out of her way often

We have engaged Pauline for more than a decade now and are always moved by her passion to help others, her down-to-earth and personable approach, and willingness to go out of her way to help. Whenever we have any questions relating claims, we can always count on her to help us to process these in a quick and hassle-free manner. She does not hesitate to share her experience, knowledge and expertise to help us make better decisions. Thank you Pauline!

Reliable and data-driven recommendations

We have engaged Dennis for more than a decade now and have found him to be extremely reliable, passionate and sincere in helping us to review our financial position and protection. He is also proactive in making recommendations where he sees gaps based on calculations, and very transparent and helpful in helping us to compare alternatives. Thank you Dennis for your help!