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

After meeting a few agents in the past, only Leslie took the time to thoroughly explain every step of the process and not just my needs and also make sure my family is well protected in every area. He managed to tailor a solution that suited the needs and ensured I understood everything which worked differently from others I met. He is always patient and willing to address any enquiries. His dedication to clear communication made all the difference, and I felt truly valued as a client. I highly recommend Leslie to anyone looking for a financial adviser/planner who genuinely cares.

I had a great experience working with Mr Leslie. He took the time to thoroughly explain all the options and made sure I understood everything before making any decisions. I really appreciated that he wasn’t pushy or aggressive about the plans, but rather focused on finding the right fit for my needs. His professionalism and clear communication made the whole process smooth and stress-free.

I had a investment and insurance portfolio which was built in a haphazard way over the last couple of decades. I wanted to have a objective evaluation and streamline it at the same time. He went through my entire portfolio of insurance and compare across companies as well, matching those with my profile and jointly help develop the right solutions for me and my family. Shawn provides very objective and comprehensive solutions ensuring client's overall needs.

As a technology risk manager in a financial institution, I’m deeply familiar with assessing and managing risks daily. However, when it comes to my own financial planning and insurance, I trust Shawn’s expertise completely. His professional insight, meticulous attention to detail, and integrity make him my go-to advisor. I highly recommend Shawn for his outstanding character and dedication to providing sound financial guidance.

I am grateful to have met Jia Min in the midst of period to do a Careshield life upgrade. She had a follow up with me to understand my goals and align my insurance policies. It has been a few years now and we are in the process of building a sustainable plan for retirement. Jia Min is hardworking and has a knack for simplifying complex concepts, making it easy for me to make informed decisions. I would recommend Jia Min to anyone seeking a knowledgeable and dedicated financial advisor :)