Hana

Ms

Student

Knowing Dina since forever, I appreciate how she engages with me and her other clients with compassion and sincerity. She looks out...

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Dina

Nasrullah Alimin

Mr

Biotechnologist

Nurul is a knowledgeable person when it comes to how to consult your financial planning. Having a tight budget but come out with a plan that will...

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Nurul

Alin Farzana

Ms

Customer Service

Fahmy was an acquaintance back in school and friends from social media. I’ve always seen his stories creating awareness on proper...

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Fahmy

Muhammad Ridzwan

Mr

Container Handling Specialist

At the start of the session, my fiancée and I was still very skeptical about the whole investment scene. We didn’t believe if someone told us that we...

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Fahmy

Nisa Yusoff

Ms

Business Development & Operations

I was introduced to Fahmy by my husband because we felt it was time to start financial planning. I’ve come to learn that financial planning...

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Fahmy

Faris Yunos

Mr

Centre Manager

Fahmy used to be my colleague back then, in the fitness industry. I've always been exposed to investments myself and knew all...

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Fahmy

Samuel

Mr

Navy Officer

I met Eugene through BMT and find that he is rather genuine. When approach by him, I decided to give it a try because I was interested, and I believe he...

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Eugene

Jeremy

Mr

Data Engineer

Adora is really helpful and patient, willing to share what she knows and check back in with the stuff she doesn’t. If you want someone to care...

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Adora

Lim Jia Wei

Mr

IT Support Engineer

I got to know Jessica from a Poly friend's recommendation. He recommended me because he find that his investment was doing well and...

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Jessica T.

Chong Kang Wei

Mr

NSF

Sherman was able to answer my questions and that clarifies the doubts I have in mind. As I know him personally, I believe I can trust him with...

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Sherman

ZiZi

Ms

Hr Associate

Wei Xuan is very friendly and understanding for my concerns and explain very thoroughly. I got to know Wei Xuan from my sister/friend and...

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Wei Xuan

Nurin Nazurah

Ms

Desktop Engineer

The session with Amira was such a great discussion on how I should plan better for the future, and I definitely understood better about investment...

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Amira

Adonica

Ms

Engineer

Samuel has not only been a great friend, but also a great advisor that has been catering to my needs. He makes sure that every single detail has...

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Samuel

Jasebelle

Ms

Barista

It was fun knowing the different things about investing and I learnt a lot.

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Anthea

Raihanah Rahmat

Ms

Specialist

Siti is very approachable and open to opinion and suggestions. She listened attentively to our concerns, and she shared and recommended...

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Siti

Neo Zoey

Ms

Loan Officer

Issac has shown a responsive and proactive attitude. With the quarterly updates and concern about my well-being, I feel safe investing my...

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Issac

Hasya Yazid

Ms

Medical Laboratory Technologist / Student

I got to know Nurul through a recommendation from a relative. I was keen on finding out how I could better manage my finances while studying...

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Nurul

Hannah Farihah

Ms

Student

I went to meet Nurul with no knowledge on investment but after the session with her, I was more knowledgeable on how investment works...

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Nurul

Sabrina Tay

Ms

Retired

Celine is my niece. Recently I casually said I'm interested to know more about her job, and she happily arranged an appointment with me. Prior to our meeting...

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Celine

Amanda Yeo

Ms

Production Coordinator

Eugene is a passionate person who will strive towards his goal till he succeeds in what he wants to achieve. He will always advise those...

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Eugene

Ilyas Afiq

Mr

Engineer

Hadi and I started off as floorball teammates back in 2016. The relationship we had grew outside of court and he became someone I can trust and...

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Hadi

Hari

Mr

Marketing Manager

I came across Jessica's recommendation on an internal work forum. During our call, Jessica meticulously helped me understand...

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Jessica T.

Nuriman Affendi

Mr

Auxilliary Police Officer

Today's session with Amira is what I would call refreshing. Even though I've been doing some investment prior to today she managed...

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Amira

Isma

Ms

Vaccine Screener

Amira is such a nice and outgoing person and as an advisor. I liked how she gave clear explanations on the factors for investing and the advantages of it...

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Amira

Azura

Ms

Desktop Engineer

The session with Amira is good, being able to speak out of my concerns, and the advice she gave me can be useful for me especially for my first job...

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Amira

Chris Chia

Mr

IT Specialist

I personally find the investment discovery session with Amira quite interesting. In the past, I always thought that investment...

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Amira

Shirley Lim

Ms

Regional Channel Marketing Manager

Jayna was referred to me by my good friend Tracy. I came to the meeting with no expectations. Jayna helped me to review my insurance portfolio...

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Jayna

Bryan Tan

Mr

Student

Before meeting Austin, I used to shun away from investment as it was regarded as a taboo in traditional families. There were several...

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Austin

Caleb

Mr

Student

Austin was a close friend since poly, he approached me a couple of months ago to share an opportunity that could help me exit my current situation...

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Austin

Jia Wei

Mr

Technician

I happened to come across Pei Ying on Instagram and she seem passionate with helping people to invest so I decided to give it a try. She’s a very patient...

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Pei Ying

Jason

Mr

Audit

Great explanation! Comprehensive service introduction.

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Desmond L.

Syakur

Mr

Front Desk

Shannon is knowledgeable in the areas he’s sharing and explain terms in a simple way for beginners. He’s very patient. He’s aware that I have zero to little...

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Shannon

Hannah Muir

Ms

Data Analyst

Elden was my internship mentor back in 2020. He is approachable and always willing to give any financial advice that suits the clients profile, etc what...

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Elden

Nicole Yow

Mr

Biotechnician

I found Shannon to be very helpful and super sincere. My session with him was more informative and in depth compared to others. Before I met him...

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Shannon

Kenneth

Mr

Engineer

Rayna was patient and helpful in explaining investment terms to me. She understood what I needed and provided a solution that was...

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Rayna

Rio Ardi

Mr

Manager

My main concern that prevents me from investing is the potential loss of fund while investing. Amir showed me and my spouse and explained that...

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Amir

Jeremy Ng

Mr

Civil Servant

I got to know Geraint through my wife, who was introduced by their mutual friend. Geraint has helped me understand more about my spending...

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Geraint

Alias Bin Sidek

Mr

SMRT DRIVER

Amir has been very professional in his presentation. He also has the empathy to help me think of a solution for my cash flow...

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Amir

Nur Amirul Hafidz

Mr

Nurse

I was very clueless regarding investment, not sure where to start and I have been wanting to know more before meeting Jing Jie...

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Jing Jie

Marcus

Mr

Student

I got to know Celine by a friend of mine who also had gone through a session with her. Her session with me was surprisingly engaging. I felt quite...

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Celine

Hua Le

Mr

Service Provider

I knew Celine through one of my close friends who is part of my clique. Celine is very willing to give people advice on how to invest the right way as...

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Celine

Amadeo

Mr

Warehouse Assistant

I met Eugene during NS. He is a very chill, outgoing, and funny guy. When I told him about my financial situation, he wanted to help out as much as he could...

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Eugene

Hakim

Mr

IT Support

Elizah is a friend of mine from school and knowing her character from young, I feel safe to know that my finances are in capable hands!

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Elizah

Izzat

Mr

Lab Tech

I have been friends with Farez since poly. He has invited for couple of events and educated not only me but people in his socials about investments...

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Farez

Princess Kate Koh Jie Lin

Ms

Student

I got to know Lih Ting from a friend’s Instagram story and that’s how our friendship bloom together when we had our calls and texts about the various...

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Lih Ting

Hakim Syarifuddin

Mr

Social Worker

Aaron was very friendly and approachable. He was very patient in understanding my needs. He also invites me to many of the i'preciate events...

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Aaron

Xingying

Ms

Student

I met Austin through a referral. He was very understanding given that I didn’t have much financial knowledge. Austin took the time and was patient...

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Austin

Cheryl Lam

Ms

Student

I have known Yong Lin since secondary school days, she has been my good friends since then. Yong Lin have help me by giving me a picture of what I...

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Yong Lin

Wan Xuan

Ms

Technical Solutions Engineer

I get to know Ben from my friend. I feel the conversation is very open and helpful. I learnt on the market, economy and services...

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Ben

Harminder Singh

Mr

Manger

Elden has always looked out for my well-being and has put me through the process of understanding exactly what I need and what would be best for me...

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Elden