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

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….

Dennis and Pauline has been extremely helpful in explaining the concepts and rationale of financial planning to an (admittedly) blur young working professional. They are warm, personable and definitely NOT pushing in their products sales. Would definitely recommend them to any other person in a similar phase of life.

Patient, Compassionate, Genuine, Loyal, Perceptive, Trustworthy…. She’s all these & so much more. Always ready with examples in explaining complex issues, Pauline is very meticulous. She takes the time to understand our difficult situations & help us to see the light at the end of the tunnel, often providing very sound professional advice, not just in our financial planning but also life in general. In these 20 years of managing my financial plans, I’ve full confidence that she always does her best & I’m very glad she is also supporting the next generation in my family. Pauline is not just our financial advisor, more so, she is a great friend!