Displaying 9 random testimonials
Mrs Yvonne Lim
"Met a few agents that didn’t bother servicing us after we purchased our policies. Simple enquiries were left unreplied as well. Ever since our family was served by Rachel we have been following her for a couple of years. She is dedicated with her work, services, and also efficient."
Ms Carol Lim
"Thank you Darius for helping so Me, Weilong and my 2 kids on our financial planning over this years. His motto is 'Placing and planning based on our needs and budget'. He is not pushy which we like. Darius has make a critical decision for me years ago after reviewing our port filo which makes me port over to him and stay with him as our FA ever since and now with 2 kids which he will be continuing doing so. He is now not only our FA but our friend as well. Trusting him is a good choice and the best decision i have ever made. I feel that he possesses the ability to listen and empathise with us on what we really need. When comes to insurance policies and planning, i highly recommend him. Thank you for your help all this years and if your are looking for a insurance agent, he is the one."
"Dexter patiently explain on the whole process and clearly state the benefits. Answer any question I have with confident. So far a smooth experience, would recommend him to my peers."
Fish & Co
"Sean has a pleasant personality. He is very approachable. He is able to answer my query with honesty. Sean follow ups was commendable. Cos I'm always busy and reply very late to his messages. But yet he was very patience."
Mr Simon Eey
"Chaur Fon went above and beyond to help us recently with finding coverage for my family. He was outstanding and spent countless hours with us at our home explaining the coverage and what would be most beneficial to our medical and life coverage needs. He sat with us and explained the different plans so that we could understand their coverage. He took the time to repeat himself over and over again explaining to myself and family, never lost his patience, or mind repeating himself and trying to explain terms and the coverage in words that we could understand. I would highly recommend him to anyone looking for an adviser!"
Mr Kor Chun Wei
"Nick is very friendly and approachable. The initial meeting with him gave me a feeling of security and trust in his professionalism. I am very fond of his approach on financial planning, his advices not only take my present needs and circumstances into consideration but my future needs as well, building up my financial portfolio since the start. You can clearly see that he place his client's wellbeing and needs at priority. I highly recommend his service!"
"Tynn is a a detail oriented and friendly professional in the financial advisory industries. She believe and commit in her work with lots of passion. She is a meticulous lady. She keep her clients up to date whenever there is a amendment in the policy, especially during this global pandemic. She is extremely helpful in answering all the queries and one outstanding advantage about about Tynn. She is never pushy about selling her products. Most importantly, a good advisor is able to identify on which products fits for each individual. Good Job Tynn. Keep up great momentum"
Mr Sean Tan
NUS Social Work Undergraduate
"Danny is a client centered insurance practitioner who has a wealth of experience under his belt! My wife and I have personally benefitted from his advice and guidance with regards to our finances! Thank you Danny!"
Mr Ting Wei Yuan
"Have known Kok Lun for about 3 years now. He had been very clear in explaining the policies to me prior to any policy sign ups. He would also always send articles/news in regards to plans on a regular basis to keep me updated on the current trends. When asked about my existing plans, he would always patiently explain to me."