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Read our clients' experience with our Associates

Amos Poh
Mr
Assistant engineer
I became acquainted with my associates through my trusted friends, who suggested him to assist with my current insurance plan concerns. He's…
Written For
Wei Xuan

Matthias
Mr
National Servicemen
Erlynna reassured me a lot during the meeting session. She makes it comfortable and easy to talk when it comes to money…
Written For
Erlynna

Ashsiqin
Ms
HR Executive
I got to know Erlynna via referral from a friend. She is someone that is very comfortable and easy to talk to…
Written For
Erlynna

Yang Feng Kai
Mr
Student
I got to know Wei Chen through National Service. We were working together, and he was given an opportunity to share his…
Written For
Wei Chen

Berwyn Chia Yi Yan
Mr
Unemployed
Wei Chen was my sergeant during my army days and even during that time he was very passionate about being an FA.…
Written For
Wei Chen

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

M Satheeswaran
Mr
Teacher
I had the pleasure of being introduced to Ann by my colleague. I was looking to get started in investing. Through my…
Written For
Ann

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

Jia Qi
Ms
Assistant Microbiologist
I met Jun Rong through a friend's referral. The session with Jun Rong was insightful. During the session, he provides more insights…
Written For
Jun Rong

Wang Teck Yong, Alfred
Mr
Waiter
I got to know Jing Lin from one of my childhood friends. through the sessions with Jing Lin I’ve learn quite abit…
Written For
Jing Lin

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

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

Rika
Ms
NA
Angelica contacted me through an online form that I've submitted and arrange for a meeting. Her proactiveness and bubbly character convince me…
Written For
Angelica

Zack
Mr
Admin
He was confident with his product knowledge and detailed enough in explaining …
Written For
Tirmizi

Razzin
Mr
Process Technician
Through this session I was able to understand a deeper understanding on investment, I am able to understand the pros and cons…
Written For
Erlynna

Chelsea Tan
Ms
Employee
Matthew is a very friendly guy that I met through dance class and decided to engage his service because I was curious…
Written For
Matthew

Rebecca
Ms
Educator
We got to know through friends and recommendations. He was non-judgemental and was patient in listening to plans, goals, and.…
Written For
Lester

Vijitha
Ms
Che
I get to know Jing Lin through a friend, my friend recommended her since she was able to help him get through…
Written For
Jing Lin

Andrea
Ms
student
I've been a friend of Matthew for over 5 years. I was very comfortable and at ease during the meeting session. I've…
Written For
Matthew

Shan Yuan
Mr
Army Regular
I met her through my girlfriend's sister's boyfriend and he decided to intro me this finance advisor that is very chill and…
Written For
Jing Lin

Wong Li Wen
Ms
Student
I connected with Lester through one of my close friends. I went into my session with very limited knowledge on investments and…
Written For
Lester

Edwin
Mr
SEO Strategist
Sherman was concise in his presentation and was attentive to my needs. He checks if I understand and based on my understanding,…
Written For
Sherman

Muhammad Ridhwaan
Mr
Service Engineer
Investment has always been at the back of my mind however past few years there have been some big-ticket items which I…
Written For
Tirmizi

Muhammad Rafie
Mr
Technician
I get to know Syafiqah through LinkedIn. From there on, we chatted and decided to meet up. She's friendly and easy-going that…
Written For
Syafiqah Sahair

Rushdy
Mr
Security Engineer
Honestly, the session I had with Adahwiya is something else. Firstly, she cleared all the doubts that I've been thinking about when…
Written For
Adahwiya

Goh
Mr
Student
I learnt about Pei En through a friend. Pei En has been very approachable and helpful in answering any queries I had.…
Written For
Pei En

Hidayah
Ms
Retail Associate
I get to know Erlynna through my sister, Idah. She's made me feel comfortable and relax during meeting session and I feel…
Written For
Erlynna

Zhen Zhi
Mr
Grab
The session with Jing Lin was very comfortable and informative. She gave me a head start of investments. I met her through…
Written For
Jing Lin

Afiqah Nadiah
Ms
Customer Service Personnel
I knew my associate roughly 12 years ago. I was having some thoughts of investing prior but do not know how to…
Written For
Amira

Elaine Li
Ms
Designer
Knew Angie from a course that we attended together previously! As someone with no insurance or investment plans, I decided to catch…
Written For
Angie

Anastasia
Ms
Student
I met Pei En with my boyfriend, via his NS friend’s recommendation. Pei En will likely be one of the best financial…
Written For
Pei En

Jesselyn Low
Ms
Administrator
Andy gave quite a concise sharing which helped me understand a little better about my cash flow, an eye-opener to know that…
Written For
Andy Ko

Tong Guanwei
Mr
Statistician
I know Andy from school as we we’re in the same club in school. As always, he is comfortable to spend time…
Written For
Andy Ko

Shernice Sim
Ms
Programmer
Andy explained everything in a clear and concise manner. His demeanour and attitude made me feel comfortable and more optimistic about my…
Written For
Andy Ko

Haziq
Mr
Accountant
Thanks for the short meet up today! Geraint helped me look at what I need to focus on and help me get…
Written For
Geraint

Jay Tay
Mr
Associate Designer
Throughout our session, Faez imparted a wealth of knowledge that I found incredibly valuable. He patiently explained various investment strategies, savings techniques,…
Written For
Faez

Xin Li Ang
Ms
Finance
I met Allysa through LinkedIn during COVID times. She shared with me how she does her business, and we became friend. I…
Written For
Allysa

Irene Fun
Ms
account servicing - media & advertising
As someone who would want to invest in the future, the sharing session provided good insights on what I can do. I…
Written For
Matthew

Clarence Tay
Mr
Student
Matthew was very informative and delivered information in a productive and engaging way. He was able to educate me on financial planning…
Written For
Matthew

Winson Chan
Mr
Searching for job
Matthew was very insightful and allowed us to feel comfortable throughout the session. His advice was sound and catered to our needs.…
Written For
Matthew

Azura Ramlan
Ms
Radiographer
Kendra is able to simplify complex concepts into bite-sized forms by using relevant analogies. Before meeting Kendra, I used to spend a…
Written For
Kendra

Daryl Phua
Mr
Supply Chain Engineer
Wei Xuan has a clear insight about investment and willingly to share his knowledge with me, who knows nothing about investment. He…
Written For
Wei Xuan

Tan Yen Zhuang
Mr
Chef
I met Pei En just few months ago, instantly felt that she's reliable and responsible. She is really passionate about giving…
Written For
Pei En

Keith
Mr
Architect
I got to know her Angelica through a friend. Right off the bat, she is very understanding to my current financial needs…
Written For
Angelica

Jojo Lim
Ms
Fitness Instructor
I know Angie as she used to be a group exercise instructor at where I was teaching at as well! She was…
Written For
Angie

Zaki
Mr
NSF
Desky was introduced to me by my close friend, and the sessions we've had have been very enlightening for me. Desky does…
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Desky

Amelie
Ms
Student
I thought I knew how to save and invest but after meeting up with Aiman and learning how saving and investing is,…
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Aiman

Haiqal
Mr
Paramedic
I have never believed in investment for my 30 years of my life. I always thought that my own saving plans can…
Written For
Aiman

Kevyn Yeo
Mr
NS
The session helped me find out much more about investment and I liked the fact that it was in a way more…
Written For
Jing Lin

Hani
Ms
Tutor
Got to know Sajeeda a few years ago and really like her views on family especially how she talks about her two…
Written For
Sajeeda