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is our Priority
Read our clients' experience with our Associates

Syahmi Gazali
Mr
Bus Captain
I have been looking for ways to grow my money at the same time think about the long-term future for my family. I often ask myself what will happen...
Written For
Fahmy

Abdul Syafi Afham
Mr
Student
Before meeting Fahmy, I have completely zero knowledge about investment, and I was honestly a bit sceptical about it...
Written For
Fahmy

Muhammad Danial Hakim
Mr
NSF
Meeting Fahmy opened my eyes about investment. Before this, “investment” was never fully explained to me, in terms of how it works...
Written For
Fahmy

Givan
Ms
Religious goods crafter
I know him through my brother, Gary, who is also his client-friend. Wei Xuan is the most reliable, responsible agent I’ve ever known...
Written For
Wei Xuan

Shaheen
Mr
Medical Technologist
It was a pleasant experience meeting up with Jasim! He is very welcoming, friendly and articulated his sharing in a clear, friendly and professional manner...
Written For
Jasim

Jay
Mr
Operations executive
Got to know Wei Xuan through a friend. He has put in a lot of effort to explain and straighten out my doubts on investing. Glad to have met him!!
Written For
Wei Xuan

Weijian
Mr
Business Analyst
I got to know Angelica through a friend, and I decided to engage just to find out more about financial planning in general...
Written For
Angelica

Farihin
Mr
Facilities Officer
I'm Farihin, and here's my testimonial for Aryani. Me and my friend was curious about all this investments thing going on, and we had zero ideas on it...
Written For
Aryani

Wei Xian
Ms
Student
Wei Xuan is very friendly and patient. He is also very approachable. He understands the clients’ needs and challenges.
Written For
Wei Xuan

Cassandra
Ms
Fashion Assistant
I got to know Wei Xuan through my boyfriend who shared with me that he is a reliable FA. And I learned a lot from the sharing by Wei Xuan, it has given me...
Written For
Wei Xuan

Thamizhanban
Mr
Graduate student
I got to know Jean from my very good friend who is her client and had benefited greatly from her. She had a very bubbly personality and was very excited...
Written For
Jean

Britney Chia
Ms
Student
I met Carissa at SMU through our CCA - Track & Field. Besides being a great friend, Carissa has always been a highly dependable teammate...
Written For
Carissa

Samuel Woo
Mr
Designer
I got to know Ben through a mutual friend who is also a client of his. Ben is passionate and engaging and was great when sharing knowledge with...
Written For
Ben

Dana
Ms
Chemist
I was introduced to Jean through my brother, and I’ve never been more assured when it comes to my insurance and investments...
Written For
Jean

Ivan
Mr
Chef
I got to know Jing Lin through a mutual friend of ours. Throughout the whole session, Jing Lin made me feel very comfortable by explaining...
Written For
Jing Lin

Elnathan
Mr
NSF
Uwais is definitely one of the most passionate people I have met. I was initially skeptical when I heard about this investment plans but all of my...
Written For
Uwais

Syafi
Mr
Lift Technician
"WASSAP GUYS!" Honestly just straight to it ah this guy (Uwais) here is very simple and straightforward. Explanation solid. Questions? Answered...
Written For
Uwais

Zoe
Ms
Designer
Uwais has explained and helped me sort out my financial plans and goals. He answered all my questions clearly in ways that I can understand...
Written For
Uwais

Sabrina Kamis
Ms
Admin
I've always been very skeptical and fearful about investments due to the negative experiences that my friends encountered...
Written For
Uwais

Nabil Jasmani
Mr
Educator
The meeting was very casual and friendly. Unlike meeting financial advisors at roadshows where we will be caught off-guard which may lead to...
Written For
Uwais

Nabyl Mazlan
Mr
NSF
Uwais is not your regular advisor. He is very honest, friendly, super cheerful and sincere. One thing I realised when talking to Uwais is that he doesn’t portray...
Written For
Uwais

Nabila Mansor
Ms
Accounts
If you have zero to point one knowledge in investments, but you know you do want to explore and check out what all these investments is about...
Written For
Uwais

Nafisah
Ms
Oil Rescue Response
When Uwais first approached me he reassured me that his intentions were to only spread knowledge about it, he wasn’t pushy...
Written For
Uwais

Irya Nadyra
Ms
Preschool teacher
Uwais helped me with starting out my investment portfolio and as someone who doesn’t know much about investing, he gave me a lot of...
Written For
Uwais

Nurin
Ms
Landscape Executive
Investing was never on my mind before Uwais introduced it to me. I had zero knowledge about it at first, but Uwais is very knowledgeable...
Written For
Uwais

Afiq
Mr
Coach
I have always wanted to invest in some way but have always been skeptical of the whole thing. until I met Uwais. He came in at the right time for me...
Written For
Uwais

Deanna Syafeqah
Ms
Staff Nurse
It’s a lie if I say I'm not skeptical about how investments can be slightly complicated. But thanks to Uwais for he has introduced a simple way...
Written For
Uwais

Danish
Mr
Aerospace Engineer
Planning for my future financially was rather daunting, but Uwais managed to make it easily understandable and reassuring...
Written For
Uwais

Jessica
Ms
Operation Exe
Insightful information from Jing Lin. She knows her stuffs and won't hold back in sharing it. She plans out the path so that it is easy to understand...
Written For
Jing Lin

Chopin
Mr
IT Specialist
Wei Xuan was introduced by a friend who believed I would benefit from knowing and befriending him. Wei Xuan is very knowledgeable of the field and...
Written For
Wei Xuan

Amsyar Kamal
Mr
Fitness Trainer
Amir has been a long-time friend of mine. My interest began to grow after seeing many of his clients on his IG stories. Being very sceptical, I started to...
Written For
Amir

Hamidi Mahat
Mr
IT Engineer
First of all, thank you for the investment review. Imran was patient with my questions and doubts and clarified them well to me 🫡 I got to know...
Written For
Imran

Elis Lim
Ms
Talent Acquisition
I got to know Ivan by doing his Merlin Personality Quiz and it came out with very interesting insights! When I met Ivan, I find that he is a sincere person...
Written For
Ivan

Shane
Mr
Ops Coordinator
I got to know Ivan through referral as he was recommend to me by a friend of mine. I find that Ivan is a very easy going person and...
Written For
Ivan

Charlene
Ms
IT Analyst
Wei Xuan is very patient and addressed all my concerns and needs. I appreciate his honest feedback and guidance!
Written For
Wei Xuan

Jovan Chua
Mr
Clerk
Pei En is very bubbly, and the meeting was more informal and I really like that as does not really feel confrontational. I learnt I should diversify...
Written For
C. Pei En

Rachel
Ms
Public relations professional
I was referred to Ben by a friend. At our first meeting he asked about my background and needs and gave a very detailed explanation of...
Written For
Ben

Xuan Yun Tan
Ms
Nurse
I got to know Angelica since year 1 in university. The consultation with her was clear and succinct. Angelica understood my needs very well and was...
Written For
Angelica

Zulhilmi
Mr
NSF
Back then when I was in poly, I'm afraid of being financially unstable and decided to learn about investing and doing crypto. Self-learn and...
Written For
Naryssa

Qin Wen Ho
Ms
Executive
Jemima is a very friendly and sincere Financial Advisor, who really tries her best for all her clients. When I’m in meetings with her, I feel well taken care of...
Written For
Jemima

Hidayah
Ms
Coordinator
I really like the session, as Jie Min did not pressure me to buy anything and the whole session had a chill vibe. Jie Min explains concepts...
Written For
T. Jie Min

D'oliveiro Melanie Francessca
Ms
Executive
The session was informative and helpful. I felt like I was in good hands and can rest easy with Kendra supporting. She is very professional...
Written For
Kendra

Nurissabella Ismail
Ms
Accountant
I got to know Azra from my friend. Azra explained everything that I needed to know about investments and insurance. The most valuable thing...
Written For
Azra

Li Kim
Ms
Engineer
Allysa has delivered truly professional financial planning services and put the client’s interests first – I’d happily recommend her to anyone...
Written For
Allysa

Che Syukran
Mr
ROV Pilot/ Technician
I had no proper knowledge and was unable to find someone who I can trust to do any proper Investments. Amir was so clear in his explanation...
Written For
Amir

James
Mr
SWA
Wei Xuan was my school friend and has come a long way. He is passionate and always tries to better himself.
Written For
Wei Xuan

Xavier Lim
Mr
Designer
Wei Xuan is actively helping me with my finances and have been guiding me along since many months ago before signing with him. The dedication for his...
Written For
Wei Xuan

Jingyu
Mr
IT Executive
I got to know Wei Xuan through a friend of my wife. Wei Xuan has put in a lot of effort with our portfolios and ensuring our needs and wants are met...
Written For
Wei Xuan

Jiamin
Ms
Legal and Compliance
I got to know Wei Xuan under rather unconventional circumstances. Wei Xuan was extremely clear in explaining everything to me which allowed...
Written For
Wei Xuan

Samuel Kew
Mr
Information Security Analyst
I’m pleased to have met Wei Xuan through a friend’s recommendation. Wei Xuan is the most hardworking, knowledgeable, and passionate...
Written For
Wei Xuan