Displaying 9 random testimonials
"Yasmin is a dedicated advisor with a heart that cares for her clients. She takes the time to patiently listen and understand your financial needs and plans before recommending what will be best suited for you and/or your loved ones. I’m grateful to be able to rely on her especially when my husband had to undergo a knee surgery. She was there and made the claim process seamless and easy for us. We knew then that we made the right choice and that we will be well taken care of. If you’re looking for a financial advisor who is reliable, sincere, thoughtful and professional, I’d strongly recommend Yasmin."
Ms Mr Ng Hui Yan & Goh Han Yong
Housewife & Navy Officer
"Overall, our experience with Amber and her colleague, Jayden is good. They are really friendly and patient when explaining all of the policies. They explained each category thoroughly so that we do not miss out on anything. We feel reassured that we are in good hands. Thank you!"
Mr David Koh K W
"It was great that I have spoken to Yi Jun advising on my existing policies that I am holding currently. She is quick in scanning data that I have presented to her and understood what I have in mind for the issue that I am concern about for she was a good listener. She was able to throw in some tips of how I can optimise my current situation. Fruits for thought for me after our discussion. There are new angles to relook into my portfolio to optimise my investment and protection. However, I need some time to think it through. Many thanks to Yi Jun for that chat session. ^_^"
Ms Hm Tan
"Reliable, knowledgeable, great personality and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Zhen Quan had this and more. You take care of my financial affairs fully since 2018 – thank you!"
Mr Spencer Wan
"Jason is a very detailed and professional worker who is able to explain insurance details in a concise manner that is easy for me to understand. Through him, I was able to clarify my doubts on my personal financial matters. Furthermore, his attitude and working methodology of building rapport and trust meant that it was very easy to talk about my financial matters. I believe that this high level of assurance led to an easier time for me to identify the ideal coverage plan for me."
Mr Jace Ong
"I have known Jia Min for over a decade as a friend, and I have no qualms about engaging her as my advisor! Unlike other agents I've met, Jia Min is very well versed in financial products, even those that her company does not carry. I am really appreciative of her hardwork and diligence in providing advice to me (even entertaining my queries on a Sunday morning) Her analysis is not only comprehensive, but also customised to my personal context and needs. I was also pleasantly surprised when she even went beyond her scope and purview to advise on my company's insurance offerings. I love how she treats it not as pushing her financial products and sales but rather more about finding the best solution for me. Knowing that, I feel really assured and secure in planning for my financial and insurance goals with her. Amazing and honest advisor! Saves you the trouble of pouring through the lengthy TnCs. Highly recommend!"
Mr Clarence Liao
Wealth Planning Manager
DBS (Ex Andrew Lee Unit)
"It has been a great pleasure working with Andrew as he is very different from the past "bosses" that i have worked with in my previous insurance companies. Under his guidance i have learn a lot more about myself in terms of my strength and weaknesses. Also, Andrew understand that there is no one size fit all approach when it comes to building up our business hence if anyone is looking for a good leader to follow Andrew is the guy to look for"
Mr Poon Yee Sheng
"A good and friendly consultant who gives a very transparent analysis of suitable policies before recommending to me. Definitely will look to engage in the long term for other policies as well in the future."