Before meeting Derrick, What were your concerns? What did it feel like?

While I have had a financial planner since my earlier twenties (being a firm believer in saving), I have been mostly passive in managing and optimising my finances. I had also never really sought to do up a will though hearing much about the benefits.

How did you get to know Derrick? Why did you decide to engage in his service?

I knew Derrick through my partner, who has been Derrick’s client for quite some time. My partner had been singing praises about Derrick and how he has helped make the estate planning experience relatively fuss-free, so it did pique my interest.

How has Derrick helped you with your concerns? How do you feel now after taking this Journey?

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.