Elfie

Mr

Technical Officer

Before I met Zul, I had zero knowledge on investments. He took his time to explain and share his knowledge on how this could benefit me in years to come...

Written For

Zul

Cui Xian

Ms

Accounts

Samuel is very detailed and patient. He explained everything I have doubts in patiently even when I asked him to explain the same thing to me...

Written For

Samuel

Syed Cairel

Mr

Police Officer

I have known Asikin for about 2 weeks now, and I decided to engage her service as a couple of my friends have worked with her and are...

Written For

Asikin

Anne Tan

Ms

Marketer

Celine engaged me through IG as we were friend there. I think I was quite interested in hearing investment since recently a few people have been...

Written For

Celine

Alireza

Mr

Engineer

The most valuable thing that I learned from Heidhar was the whole idea of investments. He managed to explain to me the risks, the stability...

Written For

Heidhar

Saffwan Shah

Mr

Radio Personality

I have thought that S&P 500 is an investment option that is known to be one of the best, but I was proven that there are better choices. There are two...

Written For

Rafaila

Salam

Mr

Data Security Manager

Being a workaholic, my main concern has always been not having the time to manage my funds and portfolio. With Zul’s expertise...

Written For

Zul

Fadaria

Ms

Ops

The most valuable thing I learnt from Heidhar is how we can send our money to work and ultimately having our money be working for us...

Written For

Heidhar

Ain Zainal

Ms

Creative Designer

I have kickstarted my investment journey with Qayyum about two months ago. He was very clear and concise about what I will be signing up...

Written For

Qayyum

Yi Jeh

Mr

Entrepreneur

I have wanted to know more about investment hence, I approached Celine when I saw her stories with multiple testimonials about investment.

Written For

Celine

Xin Rui

Ms

Student

Having known Ann from university, the meeting sessions were extremely engaging and comfortable. Ann is a patient and understanding...

Written For

Ann

Jairus Wong

Mr

Vice President

Merlin is an in-house fin-tech tool developed to aid IAM associates to help clients better understand how ambitious are the dreams they...

Written For

Merlin

Clarence Ng

Mr

Associate

After using Merlin on my first couple of appointments, it turned out to be a big game changer because it gave my clients the confidence...

Written For

Merlin

Desmond Wong

Mr

Asst Vice President

When Merlin was first launched, I had a lot of limiting beliefs about the app and whether it would gel together well with my appointments...

Written For

Merlin

Lum Bin

Mr

Associate Partner

The entire process with my clients became so much easier because it created such an ease to talk about finances and the future - I didn't even...

Written For

Merlin

Ching Lih Ting

Mr

Associate Partner

When I introduced Merlin to my clients, all of them felt it would be a great tool to show their overall finances. Because of the cashflow tab in Merlin...

Written For

Merlin

Chua Wei Xuan

Mr

Snr. Vice President

It’s a blessing to have the highly sought-after software Merlin. I really loved the cash flow analysis, full portfolio review and the dreams tracker...

Written For

Merlin

Joanne Lee

Mr

Asst. Vice President

I got really excited when Merlin first launched and immediately introduced some my clients and prospects to have session with me so...

Written For

Merlin

Elden Seah

Mr

Associate Partner

I have been in the industry for more than a decade. With that, I have seen CRM systems and variety of systems that help boost our business...

Written For

Merlin

Isaac Lee

Mr

Student

I got to know Wei Xuan through a friend of mine who was currently investing. This made me even more curious and decided to take on the...

Written For

Wei Xuan

Simin Goh

Ms

Preschool Teacher

Brenda was introduced to me by a friend, and we developed a close friendship as we spent hours studying and sharing about life...

Written For

Brenda

Ng Jing Yu

Mr

Equipment Engineer

I came to the sharing session with Farez with an open mind as I saw it as an opportunity for us to catch up as well. However, I left the session...

Written For

Farez

Asraf Abdullah

Mr

Operations Manager

I approached Danish because I was inspired by the knowledge that he has shared on social media, particularly with the importance...

Written For

Danish

Zulfadhli Zainal

Mr

Technician

I have known Asikin for only a week through social media. I started investing my money in Crypto and trading few years back till I decided to...

Written For

Asikin

Suziana Ho

Ms

Ops Engineer

Before I met Heidhar, I was really sceptical towards the whole world of investments. I had negative views of investment as I heard too many cases...

Written For

Heidhar

Syafiqah

Mr

Logistics

I have always wanted to invest but I didn't know where should I start and who I can trust with this investment. I have always thought that...

Written For

Sufi

Toh Wei Yang

Mr

Sales person

Wei Xuan was my senior in secondary school. I approached him after seeing numerous mutual friends engage his services and benefited...

Written For

Wei Xuan

Diego Vasanth

Mr

Student

Before I met Marian, I didn’t know where and why to start investing nor did I have proper guidance on how the market works and the trends and...

Written For

Marian

Alvin

Mr

Manager

Nicholas has been a great person to work with. He’s always ready to listen and helped me throughout my claiming process. He also never tried to...

Written For

Nicholas L.

Afiqah Ismail

Ms

Teacher

I knew Ben in secondary school. Him being a friend I knew made it easier to get in touch with him. He was a jovial guy then and still was when we...

Written For

Ben