Khairil Sapuan

Mr

Delivery Rider

Aishah very clear and concise with her presentation. Her understanding of the product made it easier for me to...

Written For

Aishah

Nur Azri

Ms

Student

Before meeting Amir, I had no prior understanding of investing and was curious about it. As a first timer in investing, he clarified and lay it out...

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Amir

Malcolm Low

Mr

Barista

I was referred to Anthea by a mutual friend and I decided to meet her and have a talk because I'm becoming an adult and I was pretty lost...

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Anthea

Haikal Beck

Mr

Production Testor

Azmi and I used to be colleagues at work. He made me feel at ease and comfortable throughout the whole session. I’ve learned that investing...

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Azmi

Sim Zi Quan

Mr

Student

I have been noticing his service through social media and it sparked my curiosity to know more about financial planning...

Written For

Chris

Eileen Tan

Ms

Media Executive

I personally feel that Cynthia is very reliable, patient, and honest. I can feel her sincere honesty in sharing her investment knowledge...

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Cynthia

Kirstie Lai

Ms

Operations Executive

Knowing Cynthia personally, she is really sincere and knowledgeable, very genuine in helping others from our interaction and endless...

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Cynthia

Amos Sng

Mr

Social Service

I would like to take this opportunity to thank Geraint for his patience and very informative sharing. Throughout the sharing Geraint...

Written For

Geraint

Chenxi Lim

Ms

Teacher

I know Jayna through a secondary school friend. She made me feel very heard, understood and was patient. The theories of the company's...

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Jayna

Zhong Jie

Mr

Logistic Admin

Jeromy is a friend from the same hometown. During our session, he is comfortable to talk with. He understands my needs based on the analysis...

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Jeromy

Samuel Koh Jun Tian

Mr

Picker and packer

Jerry (Jeremiah) has helped us to better our understandings in the investment world and the insurance. He did not try to upswell or...

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Jeremiah

Fahmy

Mr

Associate

Jessica is an asset to the company. Being very selfless, she is always giving and sharing her knowledge to everyone. I am thankful for leader...

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Jessica T.

Sherman

Mr

Financial Adviser

I attended one of Jessica's trainings and I must say I was very impressed by her sharing. It was not just educational but also engaging...

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Jessica T.

Cheryl Toh

Ms

NA

Gladys is dedicated financial advisor with a strong work ethic; she takes time to understand my needs and concerns, identify...

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Gladys

Jasreen Kaur

Ms

Brand & Project Management

For over 2 years, I was contemplating about getting CI plans but just could not find the right person that was willing to patiently...

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Mae

Fatini Adlina

Ms

Teacher

It was eye opening to see how much money I can actually grow if I continue to save and invest.

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Fitria

Noryatimah Yunos

Ms

Retired Teacher

Fitria comes across as being very knowledgeable and approachable. We feel comfortable working with her.

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Fitria

Deana

Ms

QC Officer

It took me six months to reconsider her options, but she still warmly welcomes me, which is nice. She’s not pushy while trying to sell and is...

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Fitria

Farhana Aziz

Ms

Executive

No pressure tactics, casual chat. Good discussions.

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Fitria

Jae Fitri

Ms

Marketing Executive

I enjoy how she provides advice based on my current financial habits and even encourage alternatives instead of “cutting down on expenses”...

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Fitria

Siti Aisyah

Ms

Teacher

It was a pleasant one. She was very approachable and friendly and on top of that is knowledgeable and detailed in her explanations. She gave me...

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Fitria

Dian Nasuha

Ms

Executive

It wasn't awkward, I find her friendly and easy to communicate with. At the end of the session, I understand and knew what I needed...

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Fitria

Sheha

Ms

Manager

Good. I happily signed up for one of her recommendation.

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Fitria

Siti Nor Aisah

Ms

Manager

Fitria has a friendly and approachable persona. Meeting up is seamless and glad she is willing to come over to a nearby place of my preference.

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Fitria

Afiqah

Ms

Executive

Fitria helped me open up my eyes to see the bigger picture and I love how she’s detailed about sharing.

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Fitria

Siti Nur Aryani

Ms

Associate

Attentive, spontaneous, giving. These are 3 things that I love about Fitria. Everyone can listen but not everyone can listen attentively...

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Fitria

Hairris Susandi

Mr

Corporate Engineer

Nurul is someone who puts in the effort to make the complex terms and conditions of the different insurance policies out there into simple...

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Nurul

Wira Johari

Mr

Senior Technical Officer

Nurul and I met in LinkedIn. After she accepted my invitation to be in her network, I inquired her on investments portfolios which...

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Nurul

Wen Hui

Mr

Engineer

Pei Han was very easy to talk to and all our meetings went well. He was genuine in trying to understand and improve my financial situation...

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Pei Han

Wee Keat

Mr

Consultant

Rafaila was super detailed and through during her sharing with me, she managed to answer all of my questions regarding investing...

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Rafaila

Marcus

Mr

Teacher

I want to express my gratitude to Ryan for conducting the sharing with me. Unlike other financial consultants, Ryan truly spent...

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Ryan

Janelle

Ms

radiographer

Ryan is not like a typical pushy financial advisor that I have heard or come across. He gives people space to think about what they want to do...

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Ryan

Wong Swee Boon

Mr

Supervisor

Samuel provides very professional information and service, very helpful and sincerely want to help people. He has been patient with all...

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Samuel

Irfan

Mr

Student

Services provided by Sarah were very good, she knows what to say and tries to answer my questions promptly.

Written For

Sarah

Jason Lim

Mr

Sales associate

I knew Sarah from poly, and she called me up. She is very patient in sharing her insights and very diligent in making everything as accurate...

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Sarah

Liko Lu

Mr

Real Estate

My biggest concern was not knowing how much to invest for the future. I wasn't sure how much would be "enough". Shannon was 100%...

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Shannon

Sean Seah

Mr

Student

I had a fear of investing from past experiences in Crypto. Shannon helped me to see that it's possible to start investing as early as possible...

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Shannon

Ser Yin

Ms

Business Development Manager

I am usually skeptical of such sharing sessions as they usually tend to sound a bit pushy. However, my experience with Shelby was...

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Shelby

Nathan

Mr

Associate

Xavier is my ex-colleague who kept in touch even after he left. He reached out about his new role and offered to look at my financial...

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Xavier

Iris Tan

Ms

Student

I got to know Yong Lin through CCA in university and she approached me as I was interested in learning how to plan my finances for the future...

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Yong Lin

Joanna

Ms

Interior Designer

Jeremiah is a thoughtful and friendly financial advisor, willing to share what is best for his clients and is knowledgeable in his career!

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Jeremiah

Caleb Chia

Mr

Analyst

I was looking for medical insurance. Gladys took the time to walk through the different coverage plans and took time to explain the difference...

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Gladys

Chan Jia Jin

Mr

Student

Before meeting Amir, I had doubts about investing in the market, not because I did not know how to invest but rather, because I feared my...

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Amir

Rizqin

Mr

Paramedic

Sarah helped me understand for my financial future planning. Session was very insightful.

Written For

Sarah

Celine

Ms

Student

I've known Yong Lin since my secondary school days, and she has always been a trustworthy friend. Before the session with her, I had zero...

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Yong Lin

Chen Joo Heng

Mr

Student

Sarah was very helpful and descriptive when explaining to me how MERLIN works. Through the session, I've learnt more about my financial...

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Sarah

Tan Huishi

Ms

Marketing

Jayna is my primary school friend and we recently reconnected as I wanted to know more about what she does. I definitely enjoyed the sharing...

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Jayna

Victoria

Ms

Officer

Xavier is transparent and clear about the product recommendations; he highlights the feature as well as the pros and cons...

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Xavier

Mok Pei Han

Mr

Associate

Jessica is certainly very passionate about coaching as she does her best by providing maximum value to the attendees by being efficient...

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Jessica T.

Hairil

Mr

Executive

From the many months of communicating and checking up on me up till our first appointment, I know that Nurul is committed...

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Nurul