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

Our Illustration illustration

Ms Jean Ong

Client

I had the privilege of collaborating with Yvette Yap and was thoroughly impressed by their outstanding service and professionalism. Right from the start, they took the time to thoroughly understand my requirements and delivered advice that was not only insightful but also highly practical. Their meticulous attention to detail and effective communication ensured a seamless and hassle-free experience. I deeply valued their timely responses and steadfast support throughout the process. Yvette yap is a true authority in their field, and I wholeheartedly recommend them to anyone in need of reliable and expert guidance.

Client of Yvette Yap

Mrs Nur Liyana

Senior Staff Nurse at Singapore General Hospital

I got to know Gem from my husband whom she has been working with for years. My experience with her has been nothing but smooth and pleasant. She is very open and transparent with no hard selling. She is also very attentive to my needs and addresses all my concerns appropriately. She took the time to lay out plans that are suited to my current situation. I am definitely grateful to know her and being able work with her for my financial needs. Looking forward to establishing the relationship I have with her further.

Client of Gem Huang

Ms Joan Liew

I first got to hear of Jennifer through two friends who mentioned her name around the dinner table. That immediately piqued my interest and Jennifer did not disappoint. Her personable and no hard selling approach bodes well with me and I genuinely appreciate how she has my best interests at heart.

As my life priorities evolve, Jennifer was able to provide nimble solutions to help manage my wealth and income. She is responsive and makes time to meet/speak/text no matter where I am physically. Having had a nightmarish FA in the past who went MIA, Jennifer's dedication is a breath of fresh air. Naturally, that gave me confidence to refer her to some friends who have also shared very positive feedback on Jennifer's level of professionalism.

Client of Jennifer Kee

Ms Shine

Marketing Executive

Annabel has been my financial advisor for years and she has been immensely helpful and has also help me through my difficult case and always going the extra mile to serve her clients. Thank you so much for helping me!

Client of Annabel Ang

Mr Lawrence Yip

CMO / Senior VP

Pei Chi has been my personal financial advisor for many years. She is very knowledgeable, engaging and professional. She takes care of my investment and insurance policies and most of them have given favourable returns and a good peace of mind. Regularly, she updates on key trends and how my funds are performing giving sound advice. In recent years, my family members have also taken policies through her.

Client of Soon Pei Chi