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!
Mr Andy Tan
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.
Suzanne Ong
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.
Mr and Mrs Khoo
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!
Jocelyn Yeo
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.
Eddy & Agnes
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.
Mohammed Ibrahim
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