top of page

Testimonials for Associate

I became acquainted with my associates through my trusted friends, who suggested him to assist with my current insurance plan concerns. He's helping me devise a more sustainable plan that simultaneously enhances my wealth and savings.

Chua Wei Xuan

I became acquainted with my associates through my trusted friends, who suggested him to assist with my current insurance plan concerns. He's…

Read More
Erlynna reassured me a lot during the meeting session. She makes it comfortable and easy to talk when it comes to money related issues. The most valuable thing I have learnt from Erlynna is how exactly investments works through simple illustrations and how much potentially my money can grow if I were to start investing now and in the next 10 years. In addition, Erlynna also reassured me that I could start investing despite my current circumstances through a proper financial planning. I appreciate that she can also communicate to my mum and reassure her that she is going to go through this investment process step by step with us. For anyone that is considering her service, I would say come with an open mind and understand the importance of the difference between cash and value! Highly recommended!

Nur Erlynna

Erlynna reassured me a lot during the meeting session. She makes it comfortable and easy to talk when it comes to money…

Read More
I got to know Erlynna via referral from a friend. She is someone that is very comfortable and easy to talk to or ask questions to. Erlynna managed to make me understand and get basic coverage for insurance that is needed for everyone. I chose to engage with Erlynna for my insurance plans because she is very easy to speak to. In addition, she managed to decipher the types of insurance that is available and what would be best for me so easily within an hour. I appreciate the time taken to clarify my doubts and address my concerns regarding insurance. If you are new to insurance and want to get insurance coverage that is suitable for you/your lifestyle, Erlynna will be able to do that for you!

Nur Erlynna

I got to know Erlynna via referral from a friend. She is someone that is very comfortable and easy to talk to…

Read More
I got to know Wei Chen through National Service. We were working together, and he was given an opportunity to share his knowledge on financial literacy with us which made me curious and thus I approached him to learn more about investments. He is patient when we have our meeting sessions and will take time to go through the matter so that I understand the situation better. He always takes my interests into consideration, takes initiative to update me on changes and tries to make my investment journey smoother. He also asks for feedback after every session in order to find areas for improvement which I respect and appreciate.

Ng Wei Chen

I got to know Wei Chen through National Service. We were working together, and he was given an opportunity to share his…

Read More
Wei Chen was my sergeant during my army days and even during that time he was very passionate about being an FA. Throughout the 9 months I knew him in NS, Wei Chen has shown that he has done his research thus showing he is very passionate about being an FA. He has also assured me and taught me a lot about methods of investing and what to look out for in investment schemes put forward by companies. He does not beat around the bush and goes straight to the point with little to nothing to hide and he does not sugarcoat things which assures me he knows what he is doing and is confident in doing so. It is thanks to him that I was able to have the trust in myself to start investing with his help. In the future I am also assured my money and its growth is safe in his hands. Wei Chen has proven to be very competent and very knowledgeable at his work thus far hence till today I have no regrets entrusting Wei Chen with the growth and management of my monetary resources.

Ng Wei Chen

Wei Chen was my sergeant during my army days and even during that time he was very passionate about being an FA.…

Read More
Wei Chen is a friend from BMT, we were catching up after we ORD-ed and he offered to help me look through my finances for the upcoming phases of life. While I knew how to save, I did not have a system tracking my expenses or a plan for future purchases. Wei Chen introduced me to the MERLIN app and meticulously guided me through it. His services allowed me to get a good grasp of my financial situation. While using the Dream Manager, he showed me how I could plan for the potential bigger needs. More than saving, I have been curious about ways I could invest but did not know where to start. Wei Chen had resources and examples on hand that gave me the confidence to try it out. One thing I really liked about my conversations with Wei Chen was how down to earth and genuine he was! He took the time to ask me different questions about the pathways I have been planning and was always thinking of the best possible solutions. Having Wei Chen walk me through my finances relieves me of the worry of having to plan it all myself! I think people who are not sure where to start can gain something from what Wei Chen has to offer!

Ng Wei Chen

Wei Chen is a friend from BMT, we were catching up after we ORD-ed and he offered to help me look through…

Read More
I had the pleasure of being introduced to Ann by my colleague. I was looking to get started in investing. Through my interaction, I was particularly impressed with Ann’s knowledge in being able to respond to my queries. It was also reassuring to know that she was focused on finding more about my needs and goals before sharing with me the various plans available. Throughout our meeting, Ann was informative and checking in to see if the plan would fit me rather than being focused on closing the deal. This to me is genuine and an important trait. I would recommend others who are looking to get started in investing to consider getting to know Ann.

Ann Lee

I had the pleasure of being introduced to Ann by my colleague. I was looking to get started in investing. Through my…

Read More
During the meeting with Angie, I felt comfortable enough to share my expenses and goals freely. She also connected well with me and explained how I can achieve my goals without compromising too much on my current lifestyle. I appreciate that the session was more on sharing instead of telling me how I should be spending or that I was making bad spending decisions, this helped to make me feel a lot more comfortable with being honest with my expenses. Using Merlin, the breakdown of my expenses was simpler and detailed, not missing out on anything. It also helped to visualise how I will be achieving my goals and other alternatives that are available.

Angie Chua

During the meeting with Angie, I felt comfortable enough to share my expenses and goals freely. She also connected well with me…

Read More
I met Jun Rong through a friend's referral. The session with Jun Rong was insightful. During the session, he provides more insights on what kind of investments are out there and what are some of the strategies used. He also takes the extra mile to get to know what his clients’ needs and wants. From there, he will cater according to they need.

Choo Jun Rong

I met Jun Rong through a friend's referral. The session with Jun Rong was insightful. During the session, he provides more insights…

Read More
I got to know Jing Lin from one of my childhood friends. through the sessions with Jing Lin I’ve learn quite abit on managing my finance and a bit more about on how investing works. She helped me to understand what will be challenges that I will face and she's patient, very knowledgeable and open with the goals that I have in mind and helped me to planned them out. After this meeting, I realised that investing is a actually a good start for my long-term goals because there’s no way I could get more money and income for the future just by working. I would definitely recommend to my friends and family who are interested investing and want to grow their money.

Poh Jing Lin

I got to know Jing Lin from one of my childhood friends. through the sessions with Jing Lin I’ve learn quite abit…

Read More
I got to know Erlynna from Pizza Hut when she came in as a customer. Erlynna made me very comfortable as if we have known each other for years when this is only the second encounter, I had with her. The most valuable thing I have learnt is the different types of investments and the beauty of it. I'm glad I sat in the session with her because I get to learn about the risks and also how investments can grow my money. Erlynna helped me to figure out how to start investing with the minimum amount on different platforms. To add on, she also did a cashflow breakdown which gives me more clarity in knowing where my money is going to every month. I appreciate that Erlynna is outgoing and has a friendly vibe during the session. She gives the most relatable examples, and I could totally resonate with her. I would definitely recommend Erlynna service cause Start Early with Erly! If not, don't regret in the future!

Nur Erlynna

I got to know Erlynna from Pizza Hut when she came in as a customer. Erlynna made me very comfortable as if…

Read More
I get to know Erlynna through my friend, Qat. The session was very informative and good for me. The most valuable thing I have learnt is how investments works and what it is all about. Erlynna is very patient and understanding, she helps to reassure me the fear of investments. To add on, she helps me solved my problem in the lack of knowledge I had about investments. I appreciate the knowledge that she shared with me during the session. I would say that she has a good and patient service to her clients. I would highly recommend Erlynna's service!

Nur Erlynna

I get to know Erlynna through my friend, Qat. The session was very informative and good for me. The most valuable thing…

Read More
bottom of page