Displaying 9 random testimonials
Mr Winston Tan
"Gem was my ex-colleague whom I was chatting up one day and approached her to resolve my financial situation. Not only did she assisted me with patience (lots of it) and kindness, she follows up even during her pregnancy. I can't thank her enough for the invaluable advice and will gladly recommend anyone out there looking for a meticulous and approachable financial adviser!"
Ms Lily Kamsani
"I will like to thank Jim for helping me to sort out my finances and my portfolio, I greatly appreciate of what he is doing for me. He is not like any adviser that I had met. He will take time to understand my entire situation, give me independent advice and provide me with insight & information that is useful. I'm glad to have an adviser like him. Thanks Jim!"
Tan Tock Seng Hospital
"Thorough, thoughtful and trustworthy, Rui Han has taught me much about the finance industry. Being new to wealth management, I thoroughly appreciate his sharing and evaluations of insurance schemes and investment tools. Rui Han always journeys the extra mile by listening, querying and tailoring service solutions to fit my needs to the T. His open-mindedness, readiness to address my concerns and candour makes him my go-to advisor."
Mr Cliff Chan
Senior Associate Engineer
"Please meet my buddy Cheryl Huang. We have known each other for almost 2 decades and she has been a very good friend to me and my family. I must say she plans very well for me and my family, besides raising my protection coverage she has also helped me to save money on my insurance premiums. She is also there whenever advise is needed, I will definitely recommend her."
Mr Melvin Y
CEO and Technologist
"Harris is someone I trust. He is truly a trusted advisor and friend. As an insurance advisor, he is thorough in planning and assisting my family and I with claims and maintenance of our policies. And as a financial planner, he is very knowledgable about wealth creation and management. I’ve benefited very much from his wisdom and generosity in sharing what he knows."
Mr Chen Yanfeng
"David Tang has been giving sincere and excellent advice for my family insurance and financial portfolio since 2002. Highly recommend his services to all!!"
Mr Brijesh Kumar Shukla
JPMorgan Chase Bank
"“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Chandrika Shukla had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” – Brijesh shukla– 2019"
Mr Derrick Er
"It is very important to have someone like Derrick to manage your investments and always act at your best interest. Knowing him for 18 years, Derrick has maintained his consistency in terms of service and knowledge. I never have to worry about my policies as I know I'm in good hands. This industry need someone like him whom you can trust and rely on. I am very grateful to have Derrick as my advisor."
229 Mountbatten Road
#03-30 Mountbatten Square
Main Line: +65 6654 1888
Fax: +65 6654 1887