top of page

Testimonials for Associate

During the session, Khai would try his best to give simple analogies for us to understand more about investment. This was especially helpful for someone like me who is not familiar with some terms I have looked up on Google when doing my own research. In particular, Khai used “nasi sambal goreng” in one of his explanations — that caught my attention. 

He has a big heart — always put others before himself. He is sincere in helping people within the community and educating them about the importance of investing correctly and effectively.

Your own research from the Internet alone is not sufficient. It would be good to speak to someone with experience in the financial industry who can better introduce and explain to you about investment in simple terms.

Khairuddin Omar

During the session, Khai would try his best to give simple analogies for us to understand more about investment. This was especially...

Rahman was my ex-colleague. I knew him during Covid as a dormitory care officer. I am delighted to provide a heartfelt testimonial for Rahman, a remarkable individual who exemplifies the qualities of hard work, knowledge, preparedness, and a genuine care for others.

What sets Rahman apart is their extensive knowledge in their field. He possesses a deep understanding of their area of expertise, constantly staying updated with the latest advancements and industry trends. This knowledge, combined with their exceptional problem-solving skills, enables them to tackle even the most complex challenges with ease and confidence. It is truly impressive to witness their ability to navigate through various situations, offering innovative solutions and delivering exceptional outcomes.

His willingness to go the extra mile and his thoughtful nature create an inclusive and supportive environment for everyone fortunate enough to work alongside them.

In summary, Rahman is an extraordinary individual who embodies the qualities of hard work, knowledge, preparedness, and a sincere care for others. Their dedication to excellence, coupled with their vast expertise, makes them an invaluable asset in any setting. I wholeheartedly recommend Rahman to anyone seeking a driven, knowledgeable, and compassionate professional.

Rahman Jasmen

Rahman was my ex-colleague. I knew him during Covid as a dormitory care officer. I am delighted to provide a heartfelt testimonial...

I had some knowledge regarding investment before meeting Aiman but somehow, I have forgotten as it has been quite some time since the last time I met my previous Financial Advisor years ago. After meeting Aiman, he explained it to me on the pros and cons of investing and rather than saving in the bank. To simplify it in a way rather than beating around the bush, he showed me what are the risk factors and what’s the best option for me to invest in. His character shows that he has the drive in him to make the choice which is best for me. He is not just a financial advisor but a trustworthy advisor!

Aiman Zainul

I had some knowledge regarding investment before meeting Aiman but somehow, I have forgotten as it has been quite some time since...

First and foremost, I asked myself the same questions for years, 
“Do I like spending money?”
“Yes!”
“Do I feel the pinch when I spend on something and see my bank balance drop each time?”
“Yes, I do”
So why don’t I start buying my future?

Long story short, I set up a meeting with Khai to learn more. It feels good knowing I could ask any silly questions and not get judged on my knowledge of investing. Fun Fact, Khai and me were rugby teammates since Secondary School as we shared many great memories together. He was also my advisor in my career switch. 

With Khai, you will be well informed. He is definitely patient and will suggest what’s best for you. Give yourself a shot at understanding investments made simple. Secure a session and you will not leave empty. 

The best part is Khai started as a client and now he is my advisor. This goes to show us that we are walking in the same direction together.

Khairuddin Omar

Long story short, I set up a meeting with Khai to learn more. It feels good knowing I could ask any silly questions and not get judged on...

I have been interested in investing for quite some time and have been researching it on my own before I met Fahmy. I never truly started on it yet because I was too scared that it will eventually lead me to more loses if I invested in the wrong company, and I surely needed a guidance from a proper Financial Advisor to start. Meeting Fahmy for this session was indeed a great push for me to start on my long-term financial journey and to achieve financial freedom. 

Fahmy’s delivery was very clear and transparent! It was like talking to a friend and I never felt forced into signing with him. Fahmy explained the financial planning in layman terms for me to better understand and illustrated a few diagrams to show how my investments could grow in a few years’ time, which got me intrigued.

Definitely I would recommend Fahmy to anyone who’s unsure about investing and intend to start somewhere. Fahmy is the person to go to! 💯

Fahmy Fareed

I have been interested in investing for quite some time and have been researching it on my own before I met Fahmy. I never truly started...

Fahmy is very transparent, detailed and very knowledgeable. He knows what he is doing. He does his research. One thing like about him is that he approaches it more on a friendly way instead of you just being his customer. He emphasises on being in a well knitted community to being wealthy and healthy. Thank you for helping me and answering all my questions throughout!

Fahmy Fareed

Fahmy is very transparent, detailed and very knowledgeable. He knows what he is doing. He does his research. One thing like about him...

I have a great and meaningful session with Khai. He was very clear in explaining and able to answer all the questions and doubts I had in mind. He is able to break down complex concepts by using simple analogies to make things more digestible and simpler for people who are new to the world of investing and the stock market.

He was transparent with not just the benefits but also on the *risks* of investments. giving me the information without overloading me with it — constantly asked if I have any questions which gave me the assurance that he wanted me to make sure that we are on the same page. 

What I’ve learned through this session is to stop being too sceptical with the old mindset of just saving money in the bank as your money you saved 5 years ago will be the same amount now but not in value and trust the process by making the money grow from time to time. 

Also, to those who are new and really keen on investing but clueless on how to start, Khai would be the ideal one to get you motivated to start on!

Khairuddin Omar

I have a great and meaningful session with Khai. He was very clear in explaining and able to answer all the questions and doubts I had...

The session was enriching and what I needed. The most valuable thing I learned was the core understanding of active income and passive income. I have heard about passive income for a while but too afraid to talk about it because I didn’t have many avenues to go to and probably the bad experience I’ve had in the past with trusting people with the knowledge of passive income (only thinking about their own gain). 

Knowing you since our SQ training days… always joking around and seeing the presentation you made me smile. Seeing your growth and the passion in what you do. Your vision and mission melted my heart. Sharing your goals for our community. Mashaallah I wish we had more genuine ppl like you!

You made me feel very comfortable to talk about… MONEY! Hahaha I’ve always been reserved to talk about money and to be honest, you barely said the word… money. You taught me that there’s a lot of things I can do/ take charge of my finance! 

One of a Khai is truly one of a kind. I can’t wait to go on this journey with you. Knowing you really just want to spread the knowledge and understanding of the world of finance. It would be a shame if people were to turn you down.

Khairuddin Omar

The session was enriching and what I needed. The most valuable thing I learned was the core understanding of active income...

I got to know Yong Lin through a friend, and we had a very engaging conversation throughout, so it made me feel very involved. I also learnt more about Merlin which was very insightful overall to know about how much money and what I can do with it! Also, how long my money can last me throughout the years and when I will be able to retire with it.

Ng Yong Lin

I got to know Yong Lin through a friend, and we had a very engaging conversation throughout, so it made me feel very involved...

I got to know Akiff from colleagues at work and thought it was a great opportunity to start investing. I didn't know how and where to start but after meeting with Akiff, I had a better idea on what investment is all about.

He answered all my burning questions and made sure that I knew what I was getting myself into. For someone who had little to no prior knowledge, I can say that I know more about investing after meeting him. Thank you!

Akiff Asyraf

I got to know Akiff from colleagues at work and thought it was a great opportunity to start investing. I didn't know how and where to...

Working with Nurul as my financial advisor at HSBC Life in Singapore has been an absolute pleasure. Her extensive knowledge and expertise in the financial market have been instrumental in helping me plan for my future.

Nurul's deep understanding of the current market trends and financial landscape has provided me with invaluable insights and guidance. Her ability to stay up to date with the ever-changing market conditions has given me confidence in making informed financial decisions.

Nurul's dedication to her clients is commendable. She took the time to understand my individual financial goals and tailored her recommendations to suit my specific needs. Her professionalism and attention to detail have made me feel truly valued as a client.

Throughout our interactions, Nurul has consistently demonstrated her commitment to providing exceptional service. She patiently answered all my questions and explained complex financial concepts in a clear and understandable manner. Her ability to simplify intricate financial matters helped me grasp important concepts and make informed choices regarding my financial future.

I have no hesitation in recommending Nurul as a financial advisor. Her wealth of knowledge, personalized approach, and genuine care for her clients make her an outstanding professional. I am grateful for her assistance in my financial journey and confident in her ability to assist others in achieving their financial goals.

Thank you, Nurul, for your expertise and dedication. Your guidance has been invaluable, and I look forward to continuing to work with you in the future.

Nurul Ashiqin

Working with Nurul as my financial advisor at HSBC Life in Singapore has been an absolute pleasure. Her extensive knowledge and expertise in...

Syafiqah is a nice person who try to understand your needs and make you understand the importance of having a coverage as well. From achieving your dreams or goal to retirement as well, she's willing to help you.

Syafiqah is a nice person who try to understand your needs and make you understand the importance of having a coverage as well. From achieving...

bottom of page