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

I got to know Yvette through my sister. She was friendly and patient when explaining to us during the meeting. I have gained new knowledge and perspective from what she shared.

It was an interesting and insightful meeting. What sets her apart from other advisers, is that she is not pushy and she takes the time to understand my financial goal and creates a tailored strategy to help me in achieving it.

From retirement planning to investment advice, her professionalism and expertise have given me the confidence and peace of mind I need for the future.

I have had the privilege of having Serene as my financial advisor for more than five years, and I couldn’t be more satisfied with the experience. Serene is not only a true professional but also a genuinely warm, caring, cheerful, and helpful person.

Her extensive knowledge of financial products and her ability to explain complex plans in simple, understandable terms set her apart. Serene always takes the time to share detailed insights into the plans she recommends, patiently addressing every query and concern with clarity.

What truly impresses me is her dedication to follow-up after the procurement process. She ensures we have the necessary access and documents, and for those who are less tech-savvy, she goes the extra mile to help set things up. Her proactive approach and attention to detail are unmatched.

I recall a specific instance when I had concerns about market conditions. Serene responded promptly, addressing all my anxieties and thoroughly explaining the situation to provide reassurance. Her ability to offer timely and thoughtful support is something I deeply appreciate.

I highly recommend reaching out to Serene for any financial advice. She combines expertise with genuine care, making her an exceptional advisor who is truly invested in her clients' well-being and success.

Met Li zhen for the first time today. Wasn't expecting the meeting to last more then half an hour but end up spending a couple of hours listening n learning a few things from her. What an impressive lady. I am so blown away by her knowledge n honesty. She took me thru the entire process of how I should manage my finance n my Will. I hv never met a person as intelligent as her. If u heard of man of all trade n master of non. U can be sure, I found her. She is a walking encyclopedia, Lizhen, you are absolutely amazing.. I wish u the best in you career, your company is very lucky to hv you on their team.

Unfamiliarity of the types of insurance that is offered by insurance companies. Shawn explained in detail the unfamiliarity I was facing and in turn helped me be more informed and gave me the confidence to make any future financial/insurance decisions for me and my family. He answered every questions that I had with transparency and sincerity, he comes off as somebody who wants to listen to your story and understand your situation and future goals and then advise you on how you can achieve them.

Ewald is hardworking, patient and has a good sense of humour. Rest assured any doubts/questions you may have as he will take his time to advise you on what you really need while ensuring that you are comfortable throughout the whole process. Highly recommend!