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

Our Illustration illustration

Mr Richmond Wee

Professionalism, humility, never taking things for granted, always on hand to provide support and many other attributes is what Eva is. Any organisation would be happy to have her to scale new heights for both personal and company. I am blessed to have her as my advisor and friend.

Client of Eva Tan

Mr Thomas Chew

Psychology

I have known Jian Chee for several years now, and I can confidently say that he is a trusted guide through the complex world of finance. He has an approachable demeanor, which makes discussing personal and financial matters feel effortless and comfortable.

What sets Jian Chee apart from other advisors is his reliability. Whenever his friends or clients need him, he is always ready to show up for them.

Above all, he is also very resourceful. Whether it's finding unique investment opportunities or navigating through economic uncertainties, he is able to provide sound financial advice to his clients.

I wholeheartedly recommend Jian Chee to anyone seeking a financial advisor who not only understands their needs but also goes the extra mile to ensure their financial goals are met. With him by your side, you can rest assured that your financial future is in capable hands.

Client of Lee Jian Chee

Ms Bea

Student

i was introduced to her by one of my relatives and after meeting her for the first time, i felt like my dreams as a student was possible. she did her best in trying to make every single one of her client’s dream possible at a certain age. she is very warm and friendly, which made me open up to her easily and i could vibe with her very well too. She taught me more about financial independence and how i should spend my money while sustaining my happy lifestyle now. I gained knowledge advice from her and i definitely will recommend to my friends if they need a planning to do.

Client of Agnes Lim

Mr Wei Jian

More than a close friend of my wife, Gem never ceases to impress us with her professionalism and passion for her work. More than recommending the most value for money policy for our entire family, she genuinely cares for the well-being of my family when there are claim cases and when it cames to claiming, she advises promptly and accurately. We highly recommend her to all our family and friends! Thank you Gem!!!

Client of Gem Huang

Ms Diana Liu

Secretary at EFL Global

Chalysta is incredibly thoughtful and sweet, making every interaction a delight. Her service is top-notch; she always finds exactly what we need and resolves any issues quickly and professionally. She is also always responsive to my queries.

I particularly appreciate her exceptional service and insightful insurance advice. She has been instrumental in helping us navigate our employee benefit insurance and keyman insurance needs, ensuring that we have the best coverage possible. Her ability to explain complex topics in an understandable way is truly remarkable.

I wholeheartedly recommend her expertise to my friends and family. She truly is a gem in the financial world, and I am grateful for her dedicated support and guidance.

Client of Chalysta Sim