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Testimonials for Associate

During the past few sessions, it has been a joy to work with Jing Lin. She has been very clear and concise in her presentations. The information she shared enabled me to clearly understand the different types of investments and guided me in the direction I should take to achieve my goals. I would recommend her to my friends and family as she provides a realistic approach to investing and instils confidence in her work.

Poh Jing Lin

During the past few sessions, it has been a joy to work with Jing Lin. She has been very clear…

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Shi Jin help me to understand clearer future needs for myself and my child and to go through a retirement proposal for my next appointment.

Lim Shi Jin

Shi Jin help me to understand clearer future needs for myself and my child and to go through a retirement…

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Shi Jin was patient to figures out a solution for me based on my situation. Today appointment is insightful as I learnt different wealth accumulation 😀.

Lim Shi Jin

Shi Jin was patient to figures out a solution for me based on my situation. Today appointment is insightful as…

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Angie, who used to be my dance teacher but now advises me, stands out for her knack for genuine conversation. Unlike the usual sales folks, she's all about genuine chats, not just pushing for sales. She helps me set financial goals that fit my stage of life, tackling my worries along the way. Look for advisors like Angie who care about solving your problems and saving you money, not just boosting their own earnings. Make sure your chats with your advisor feel real, even when talking with friends. Keep asking questions until you're sure their advice matches your vibe and needs.

Angie Chua

Angie, who used to be my dance teacher but now advises me, stands out for her knack for genuine conversation.…

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I got to know Sharul from working with him during his flying days. He made me feel comfortable during the meet-up. He isn't pushy which is great and it's easier to talk to him as he is not a stranger to me. I chose to engage with him because I feel like I can trust someone I know with my finance background, at least he can relate to me knowing that I was from his previous company. Sharul clarified so many of my doubts which made me feel at ease if I wanted to invest. I appreciate the fact that he has conversations with me about other things first before carrying on with the investment topic, it makes me feel like if I were to invest with him, it would be smooth sailing.

Sharul Shazrin

I got to know Sharul from working with him during his flying days. He made me feel comfortable during the…

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I was introduced to Qush during my time at my previous workplace, where he served as an exceptional senior. He consistently demonstrated qualities of a remarkable role model and mentor throughout my journey as a nurse. His approach stood out significantly from my previous encounters with others. He displayed genuine attentiveness and listened attentively to my circumstances, making me feel truly heard and understood. The most significant lesson I gained from our interactions is understanding the importance of prioritizing aspects of my life in the present moment. While there may be numerous "what ifs" to consider, not all of them will manifest in the near future. He has imparted invaluable insights on how to safeguard and prepare myself for unforeseen challenges that life may present. I opted to engage with him over other agents primarily because his proposals were decisive and tailored specifically to my concerns and potential needs. This was a refreshing departure from the generic and over-generalized recommendations I had encountered previously. For those contemplating Qush's services, I would advise that individuals, particularly those in my age bracket, acknowledge the inadequacy of relying solely on savings to navigate future financial demands. Considering factors like inflation and evolving economic landscapes, early investment becomes crucial. The value of our savings today may not necessarily suffice in securing our financial stability during retirement, as exemplified by the disparity between our generation's ability to own property compared to that of our parents.

Qushairy Misran

I was introduced to Qush during my time at my previous workplace, where he served as an exceptional senior. He…

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Mr. Qush is a direct and unequivocal during our meeting. He did his homework despite knowing that I have sufficient experience in investment. He did his best to explain the product he wishes to sell without being too intimidating, which makes the entire exchange very relax and pleasant. He was also open to share the experiences he had with investment and offer valid and on point views before laying out his proposed plan should I intend to invest.

Qushairy Misran

Mr. Qush is a direct and unequivocal during our meeting. He did his homework despite knowing that I have sufficient…

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Sherman provides information on what should my first step be. He's also not that pushy and overall had a great experience with his lesson.

Sherman Tan

Sherman provides information on what should my first step be. He's also not that pushy and overall had a great…

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Can't say enough good things about Angie! She's amazing at making you feel comfortable during meetings. My risk appetite is pretty high, and Angie nailed it with suggestions on how to tweak my portfolio accordingly. One thing I really appreciated was that Angie wasn't pushy or solely focused on closing the deal. Initially, I considered investing a larger sum, but after a thorough discussion with Angie and examining my cash flow through Merlin, she crafted a plan that was better aligned with my budget and goals. Wouldn't hesitate to recommend her to my friends!

Angie Chua

Can't say enough good things about Angie! She's amazing at making you feel comfortable during meetings. My risk appetite is…

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The session was beneficial because Mizi was able to look into my existing policies and recommend how I could better cover myself at about the same cost. I appreciate his transparency and in depth explanation.

Tirmizi Khamsani

The session was beneficial because Mizi was able to look into my existing policies and recommend how I could better…

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Today’s session with Jing Lin was very insightful and I learned many things that was previously unknown to me. The benefits of each plan were explained well, and it made me realise investing isn’t as scary as one might think. Unlike other FA, she didn’t push me into getting a plan and explain the different policies clearly and gave me the time to consider which policy and plan would suit me best! I would highly recommend a session with her to discover more about savings and future financial goals. The session was very beneficial and informative!

Poh Jing Lin

Today’s session with Jing Lin was very insightful and I learned many things that was previously unknown to me. The…

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My cousin recommended Hana to me regarding managing my finance and investments. During our meeting Hana exhibit her knowledge and also explain to me in details on managing my finance and advise me on investments. Considering my age, Hana came out with a good plan for me to invest. She knows her job very well and most importantly no grey area. Hana is full of energy and willing to go extra miles. Thank You very much Hana! Appreciate what you have done for me on the investment.

Hana Dafina

My cousin recommended Hana to me regarding managing my finance and investments. During our meeting Hana exhibit her knowledge and…

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