Derrick had patiently helped me assess my financial situation and objectives comprehensively and given suggestions to address gaps and drop policies which no longer serve my interests (i.e. save money!). He also follows up actively to revisit my portfolio to look to optimise it. Derrick also advised and helped with my will, LPA and cpf/insurance nominations. I feel much better working toward my retirement objectives with Derrick’s assistance.

If you're looking for a trusted partner to help you plan for the future, look no further than Derrick. His professionalism, expertise, and compassion make him an exceptional choice. Don't wait – secure your legacy and give yourself the gift of peace of mind with Derrick's estate planning services

Her largeness of heart in handling our little, over many years, is testament to what she holds important. My family’s needs beyond assets and numbers and returns.

I decided to embark on my estate planning journey with Ramona and Shan because I see the value in the work that they do. They were not pushy at all, but was respectful of my decision-making process. I perceive the approach taken by Highlife through Ramona and Shan aligned with my values and views on finances. Hence I asked them for help for my estate planning.

Estate planning has helped me better understand what I need when planning for my retirement, rather than just for my death only. I am now approaching retirement with a better frame of mind after taking care of my medical and financial concerns. I’m thankful for Marie: she has meticulously advised me, assured me and encouraged me through the years.

We met several times and went through so many details – I had no idea doing a will was so complex, but now I understand that every piece of information captured ensures that my will is properly executed! I am grateful to Marie for being so meticulous and dedicated when planning my will. I highly recommend her and the agency to any of my interested friends.

Fiona gives great advice that has alleviated all my fears, making it a pleasant and assuring experience. She was extremely patient and caring when explaining the different policies as well, helping me to think ahead. Fiona has helped both my mother and daughter, and we know we are in good, safe hands which is why we highly recommend Fiona – she will take good care of you!

Derrick is a true professional and carries out his role as an estate and financial planner with care and dedication. He helped my wife and I plan for our estate, facilitated the drafting of our wills, and helped review and optimize our insurance portfolio. It also helps that he has a very calming voice. We are very happy with his service!

My concerns before meeting the adviser included looking for a financial adviser that could relate to a foreigner residing in Singapore. Alex is very dedicated, resourceful, and focused in his area of expertise. He understood my requirements, then customized the best financial options in my best interests in a timely and paced out manner. A reliable professional that delivers timeliness. I would highly recommend Alex.

She is very diligent in sourcing for plans that can help us to meet our needs and is very patient in explaining them to us. She helped us with our estate planning and proposed plans to meet our shortfalls…With her dedication to help her clients in every aspect, my husband and I are now assured that we have sufficient coverage to meet our lifestyle and needs.

Cheryl is not just a great adviser & a friend but someone who truly cares for the people she connects with. Besides diving in deep on the various plans with her clients, she leads very transparent conversations & honest feedback on what works/doesn't work for me, giving me a piece of mind when it comes to important decision-making with my finances. I'm truly grateful for her professional advice, definitely a great advisor & will highly recommend her to anyone!

Huishan is sweet, kind, and unassuming. Our complex financial portfolio found meaning and clarity when she reviewed them according to our objectives. With her expertise and assistance, we are now en route to our succession planning. We feel that Huishan has heard and facilitated our intentions and wishes, bringing us to a new level in better looking after ourselves and our loved ones.

Fabian has exceeded my expectations. While providing me with advice, Fabian would put himself in my position to understand the pros and cons of any given situation. His professionalism and sincerity has gained not only my trust, but my family’s as well.

Joanna is client-centric and takes into consideration our preferences and perspectives in her recommendations, not hard-selling any products. She is very meticulous in her research of products and highly administrative. By constantly reading up on current markets, she is also able to provide timely, valuable insights. Hence, we trust Joanna's guidance when transitioning between different life stages.

I was introduced to Catherine Tan and instantly knew she was the one who could help with my planning. Throughout the entire journey, she was caring, patient, helpful and very resourceful. She understood all my needs and provided me with sound and effective alternatives and options. 

My planning was finalised within a reasonably short period and I couldn't have done it without Catherine. What's more important to me is that other than being an advisor to me, Catherine has become a friend! Would certainly recommend people to start planning with Highlife!

It was a very comfortable experience as Qaiser sat through with me to address my concerns and gave me various options to decide what I want. The whole procedure was very thorough and clear. Would recommend people to give it a try! 

Huishan has been very patient and meticulous in her explanation on estate planning as well as my retirement plans. My mind is very much at ease now that I know how much money I will get should I retire. I also know the actual division of my assets amongst my loved ones after I pass on!