Displaying 9 random testimonials
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 Tan Kian Yong
"Highly responsive and reliable, knows the subject matter well and is happy to discuss with you at length."
Senior Graphic Designer
"When I first met Fiona, it was about 10 years ago. I was a fresh graduate with a monthly income of $1600. With her step to step guidance, I am achieving my dreams and getting my own house next year! This is really encouraging and exciting. She is genuinely happy for me and even gone the extra mile in helping me on my housing issue! She has never felt that I am a just small account. She is always trying her best to help me in planning my finances. I am very impressed by her professionalism. She gives her advice based on what is good for me, and not to just earn the commission from me. This is very different from other agents. In addition, Fiona is very responsive and fast whenever I need help or any clarifications. I want to thank Fiona for her excellent help and service that she has provided me. If you looking for an advisor, I am highly recommended Fiona, with zero doubt! Best, Jacob"
Mr Jeremiah Teo
"As a knowledgeable and data-savvy Financial Planner with more than 15 years of experience in the industry, Harris has proven to possess remarkable financial foresight and commendable investment acumen in providing sound advices whenever we meet for follow-up sessions. In addition, he never fails to take time required to explain and help me comprehend rather complex rationales behind investment principles and common oversights faced. I would highly recommend Harris if you are looking for a responsible and proactive Financial Planner with strong investment and risk management insights."
Ms Charu Harish
"Chandrika is a great financial advisor with an eye for Long term goals and returns. She patiently helps people evaluate their requirements and helps them get to a mix of right product portfolio. More than an advisor she’s a Friend and takes personal interest which is very heartening."
Mdm Ng Lin Yen
FIS Derivatives Utility
"Eeks is very different from the other agents I have met. She listens attentively to me and is very straightforward in her practice. She would provide relevant and sustainable solutions to fit my needs. I don't feel any pressure working with her, she isn't pushy and she treats me like a close friend. Its a great joy working with her!"
Mr Tan Meng Shen
Singapore Armed Forces
"Very thankful to have Rachel as my financial advisor. Putting all my trust on her to manage my portfolio without any worries! When it comes to explaining how the complex policies works, she’s patient, detailed, and clear, which helps in clearing my doubts. Very accomadating to my busy schedules too! 👍🏻"
Ms Rosy Tan
The Northern Trust Company
"Amy is a nice & outspoken lady. She carries herself well, knowledgeable in her field of expertise. Approachable, friendly & pleasant to be with"
Mr Hamilton Toh
Leadtech Precision Engineering
""I was introduced to George by my younger Brother. He has been a great help and resource to my family's financial planning, especially with my younger Sis pass on last year. A trusted friend who has indeed made a difference in our lives and Financial Portfolios. Highly recommended!""
229 Mountbatten Road
#03-30 Mountbatten Square
Main Line: +65 6654 1888
Fax: +65 6654 1887