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

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Ms. S. G. LEE

Pharmacist at HPHL

13 Oct 2025: I cam to know Mr. Elden WONG in April 2024. In the journey with him as my FA for the last 18 months, he has always been prompt, attentive, professional, consistent and sincere in delivering his personalized service. Careful, meticulous and forward looking are his attributes. It is lucky for me to have him help to grow my portfolio.

Client of Elden Wong

Ms Mirani Dyah Claresti

Offer Industrialization Leader at Schneider Electric

I had an excellent experience with Chalysta as my insurance advisor. She is highly communicative, knowledgeable, and professional, providing clear explanations and guidance throughout the process. I truly appreciate her genuine concern for clients’ needs. I would confidently recommend her services to anyone seeking a reliable and competent insurance and financial advisor.

Client of Chalysta Sim

Ms Sandy Yong

Radiographer

Adeline is very professional and she provides very insightfulx information that meets my policy demands. I am very grateful that she is able to arrange meetings for routine updates regarding my policy.

Client of Adeline Low

Ms Wendy

Manager

It is my pleasure to recommend Elden as he is very professional and experienced. It is apparent that he studies the fine prints of insurance policies in depth as he is able to evaluate the pros and cons of the policies available in the market before he provides the recommendations to his clients.

His deep knowledge of financial markets and skillful handling of complex investment strategies have also consistently delivered strong returns.

Impressive!

Client of Elden Wong

Ms Cycilia

Allied Health care professional

Jaricson has been my financial advisor since 2024. He is professional and constantly upgrade himself with the appropriate certification to better serve his clients. Provides me with investment options, advice, details and explanation. He is also sensitive towards clients needs and ensure clients feel a sense of security and comfortable, which is prudent in making a decision of taking up an investment plan/ insurance policy. This gives me a sense of authority in making/ commit to any investment plan. Very meticulous and appreciate his interval excel sheets summary and updates of my investment plans.

Client of Jaricson Chan