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

Evon has been instrumental in my financial management journey for more than 20 years.

Evon and I met when I just started working and with her professional guidance she helped me grow my knowledge and confidence in financial management. Knowing that I did not have much financial experience, Evon took a lot of time and effort to educate me. First she ensured that I have my foundation covered. Once done, she helped me start retirement planning, as early as from my early 30s. Fifteen years later, I am now on track to reach my retirement goal. Her sound advice has borne fruit.

As years went on, Evon has become more than an advisor, she has become a trusted friend. She always has her clients' best interest at heart: she does not hesitate to offer objective advice, delivered in kindness and never pushy. During hardships such as health issues or life changes, Evon provides comforting presence. She helped me navigate the changes, look into ways on how I could restructure my finances to achieve my new goals.

I am grateful for Evon's help and friendship throughout these years. Would highly recommend Evon to those looking for financial advisor who is genuine and knowledgeable.

Thank you Evon !

Elden is a very experienced Financial Planner. He will give you the best possible advice based on your personal need. He will not hardsell and will understand your risk profile before making any recommendation. His financial and product knowledge is impressive. Importantly he has his client's best interest on a long term basis and is committed to monitoring and advising his clients.

Some ppl come in and out of your lives at different stages. Serene was introduced via a mutual friend and the rest is history. She is someone I trust even though I have only known her for a few years. She’s a friend first to me as I actually accidentally found out she’s a financial adviser after. And in this capacity I am actually lucky to have her as my adviser and she knows what I need and my pain points - flexibility and long term goals interchange at times and she’s able to provide a solution each time. Even in some past investment decisions I made she managed to get them changed to maximize gains in the same duration. So yes, she comes highly recommended- not just as an agent but the fact she actually enjoys being a good friend Thank you for all you have done so far and most importantly your patience of gold ;)

I’m so grateful for the support and guidance I’ve received from my financial adviser. From the very beginning, she took the time to truly understand my needs and goals. Her friendly and approachable nature made it easy to talk openly, and I always felt listened to and understood.

What really stood out was how helpful and proactive she was in assisting me with my dividend payouts. She ensured the process was smooth and even helped expedite everything without any stress on my end. Her sincerity and genuine care for her clients shine through in every interaction.

Thanks to her, I not only feel more confident in my financial journey but am also very happy with the results. I couldn’t have asked for a better adviser!

My first experience with Elden was when my previous advisor had to take an absence due to health reasons.For a start due to the absence and my portfolio was not being actively managed and resulted in huge losses.it took me quite some time to see what Elden can do and had a very different approach and gave me hope he can revive what was in my portfolio by taking a capital appreciation approach.Finally made the decision to go ahead with his recommendations after various lengthy exchanges.Just a few months later and some tiny fruits began to bear.Light is beginning to shine brighter at the end of the dark tunnel.Highly recommended Elden, the adviser to go to if you wanna see results not just talk and without the clients situational understanding.