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

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AT

Consultant

I have known Serene for a while and we rarely talk work until recently when I asked for investment advise. Through the conversations I realised the investment choices I have done or what I understood wasn't quite accurate. The explanation that Serene gave was very in depth and resonate to my investment appetite. She is not only knowledgeable, expert in this domain yet very patient in explaining various options ensuring I understood each step before making decisions.

I find the recommendations not only strengthened my current portfolio but also new knowledge gained in the process. I truly value her friendship, transparency and commitment in helping me make right decisions. I'm confident with these new choices and certain in achieving the positive results to come.

It's been a pleasure working with Serene who is always dedicated and trustworthy and look forward to continuing this partnership. I just unlock a new personal achievement in having a friend & an adviser combined.

Well done and keep it up SS

Client of Serene Seah

Mr Ang Zehan

Self employed

Serene has been my trusted advisor for many years. Her ability to understand my requirements, aided by her vast market knowledge, helps me construct the most optimal portfolio for my entire family. Based on my interactions with her, Serene is someone who is trustworthy that you can be transparent in your conversations. Her empathetic view allows her to serve her clients to their best interests.

Client of Serene Seah

Mr Kenneth

Student (Undergraduate)

My family is incredibly grateful for Evon, for being our trusted, sincere and friendly advisor for so many years. She never hesistated to help us with our questions for the various policies. She explains them very clearly and succintly, making it very easy to understand. As I am in my final year of University, I'm about to set foot into the working industry very soon. I thought it was time for me start thinking about my finances while I plan for my future. I was quite lost at the start, as I'm not sure which policy or plan to go for, since there are so many. However, thanks to Evon, she helped me gain clarity on what is best for me given my current stage of life, and helped me tailor a plan that is comfortable and beneficial for me. Throughout this process, whenever I had questions, she was always very open and ready to answer them. I am so grateful for her. She is also a great role model to me. Her heart for the people around her makes working with her so pleasant and amazing!

Client of Evon Chen

Mr Md Safrin Saptu

Project Executive

Appreciation for Excellent Service.

Dear Ms Amber Chan and Ms Janessa Ong,

We hope this message finds you both well.

We wanted to extend our heartfelt thanks for the exceptional service you’ve provided throughout our insurance journey. Your professionalism, clear communication, and genuine care made the entire process seamless and reassuring.

Both of you demonstrated deep knowledge of the products, patiently addressed our questions, and ensured we felt confident in our decisions. It’s rare to encounter such a dedicated and collaborative team, and we truly appreciate your support.

Thank you again for your outstanding service. We’ll be happy to recommend you to others seeking reliable and trustworthy insurance guidance.

Sincerely,

Client of Amber Chan

Mr. Meng

Thank you so much to Yvette, the beautiful and generous lady from your company, for helping me find a reliable insurance policy. She explained insurance knowledge to me with her professionalism and patience. She also helped me with my family member’s claims. Thank you very much!

Client of Yvette Yap