I knew Matthew through a friend's recommendation. As someone relatively new to investment, the session is very informative and interesting.…

I met Firdaus when we were in Poly. Firdaus is a cheerful person and made me feel comfortable throughout the…

I first met Syahirah in 2015 through a mummy's group, and I am so grateful for our connection. During our…

I like how the first time I met Emil, the session went really smoothly from talking about personal goals, finance…

The formality of the entire pitch meeting was my favourite aspect of the session. I thought Em did a great…

I love that Em took the time to get to know my aspirations, future goals and financial literacy as we…

As a person with a background in the arts industry, I feel that Emil is able to relate more to…

Firdaus is a close friend of mine, part of the clique where we would always hang out. During the meeting,…

Nice sharing of investment information from Shi Jin and his mentor Bohan. I gain knowledge…

I know Shi Jin from social media. The whole session was fruitful, detail and clear fixe second appointment for proposal…

He meticulously reviewed my current policies, ensuring I understood where my coverage needed adjustments. His approach isn't just about selling…

Overall pleasant. Pretty knowledgeable about the market and trend. Good…

Good keep it up

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

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

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

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

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

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

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

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

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

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

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

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

During the session, I managed to get a better understanding of types of investments and insurances. The session itself was…

I was previously under Jessica Tham. After Jessica stepped down, my portfolio was handed to Stacy. I have been very…

Mizi is very good at listening and understanding my needs and he recommended the best suited policy which makes me…

I knew Sharul through Instagram. He reached out to me formally when he found out I was interested in financial…

Ridzwan takes his time to know your life situation and financial goals with sincere patience, understanding and kindness where he…

I had the pleasure of seeking financial advice from Sharul, recommended by my NS friend Khairy. Sharul's approach is not…

I met Gladys via Zoom after my previous advisor left. Getting advice from her has been an eye-opener for me.…

Well explanation and patient even when I am a bit late for the meet up session.

Meeting with Sharul has been knowledgeable for my financial journey. His honesty, clear communication, and genuine care for my goals…

I have known Sharul since my secondary and primary school days. Seeing him then and now is really different but…

I found out about Sharul from his own Instagram story questions about investing, and that story caught my attention, today…

I've known Sharul from my NS days. I was comfortable and humbled by the process and the things I did…

I know Hadziq through my wife. The appointment with Hadziq made me realise how important investments really is, and where…

Mizi's sharing is simple, clear and easy to understand. I feel that the reason for this is because he takes…

I know Hadziq through my fiancé. Instead of the usual presentation with boring PowerPoint slides/ PDF documents, Hadziq shared great…

Hadziq is very knowledgeable in delivering what the plan has to offer. He is well-versed in explaining the key points…

I knew Sharul from back when we were in poly and he has changed tremendously since becoming an associate. During…

I got to know Sharul through a friend of mine. He went through insurance and investment planning step by step…

I was able to gain a clearer understanding of insurance through Tirmizi. Before this, I was buying insurance with minimal…

Thanks to Mizi, I now understand about the risks that involves me and my loved ones if I am not…

Azura has been very helpful for me. She is very knowledgeable, and her expertise helped me find the perfect insurance…

Got to know Matthew through dance and always could see his passion for his work. I decided that it would…

Thank you Geraint for staying curious and staying open to listen to my philosophy and perspective on how I manage,…

Matthew was very engaging throughout the session. He paced himself well when explaining to me during the session. He ensures…

Shi Jin is a very detailed person who explain clearly to understand my financial planning.