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 …
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 …
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. KuanRetired Business Owner, Family of 6
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 …
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 …
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 …
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. …
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 …
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 …
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 …