
Your Satisfaction
is our Priority
Read our clients' experience with our Associates

Ryan Doong Yuan Hong
Mr
Sailor
A sweet and understanding friend which help me cover my needs for the future.
He patiently addressed all my inquiries.
Written For
Denzel

Joshua
Mr
Others
My friend referred me to her, and she was not pushy at all. She made me feel comfortable listening to…
Written For
Rafaila

Moh Chak Kwang
Mr
Technician
The agent provided excellent advice on growing my retirement savings, as well as valuable insights on protecting my investments and…
Written For
Rafaila

Iffah Zaman
Ms
Teacher
Having been on this journey for 6 months, I’ve come across numerous opportunities. Umar has been there every step of…
Written For
Umar

Leon
Mr
Chemists
She provided clear explanation.
Written For
Jo-lyn

Haziq
Mr
National Servicemen
I met Rifdee through dance, and we've been close friends ever since. Our meeting session significantly expanded my understanding and…
Written For
Rifdee

Muhammad Khairul Bin Rosli
Mr
Engineer
The session was enlightening and insightful, and all questions were thoroughly discussed.
Written For
Fitria

Shi Ming Jie
Mr
Accountant
I met Denzel during NS, and as I entered the next phase of my life, I decided to take control…
Written For
Denzel

Wee Chian Ng
Mr
Analyst
I had the pleasure of meeting Nicholas Li during a GEX Academy seminar. Throughout our interactions, he consistently demonstrated professionalism…
Written For
Nicholas Li

Bonnibelle Hoo
Ms
Engineer
Rafaila was recommended by a friend, and the session was highly informative. She suggested the most suitable plan for my…
Written For
Rafaila

Jyots
Mrs
Housewife
I found the session quite intriguing. Jo-lyn introduced me to several things I wasn't aware of before. ""Knowledge sharing"" truly…
Written For
Jo-lyn

Tan Zhen Han
Mr
Others
I got to know Wei Xuan through my good friend. Wei Xuan is very patient, caring and knowledgeable about how…
Written For
Wei Xuan

Chen Feng Goh
Mr
Student
I discovered this advisor on Instagram and found her to be highly professional and knowledgeable. She shared insights about certain…
Written For
Jo-lyn

Arden Loh
Mr
Student
I got to know Denzel through a mutual friend who recommended him as a trustworthy advisor. Denzel was patient and…
Written For
Denzel

Kuganeshwaran
Mr
Student
I recently had the pleasure of attending a meeting with Nimalan, which provided an excellent opportunity to gain a deeper…
Written For
Nimalan

Aufal Samsul
Mr
Engineer
It was an enlightening session where Qayyum introduced me to various financial and insurance opportunities. We began by building an…
Written For
Qayyum

Jing Yuan
Ms
Marketing Designer
I first met Hajar in my second year of Polytechnic through a friend. Hajar's sharing sessions made me feel confident…
Written For
Hajar

Anju Raj
Ms
Engineer
I met SJ through social networks, and it was a valuable experience spending time with him discussing retirement and healthcare…
Written For
Shi Jin

Syaza
Ms
Preschool Teacher
I recently had an introductory session Zah and it was an inspiring one. She was able to explain complex investment…
Written For
Zahirah

Chiitrra
Ms
Preschool Teacher
I first met Zah when she was a preschool teacher at the same company where I worked. Zah was consistently…
Written For
Zahirah

Aisha
Ms
Teacher
Zah and I met during our years in studying diploma in Early Childhood Education and Teaching. The session with Zah…
Written For
Zahirah

Jessica
Ms
Preschool Teacher
I met Zah while studying for our diploma. Our session gave me insights into how my expenses were allocated and…
Written For
Zahirah

Derrick
Mr
Engineer
Zah's session was a game-changer for me. Her expertise in finances and retirement planning made understanding these topics much easier.…
Written For
Zahirah

Nick
Mr
Delivery Rider
My appointment with Zah was nothing short of amazing. She provided insightful guidance that opened my eyes to aspects of…
Written For
Zahirah

Yi Liang
Mr
Graphic Designer
JingLin was very knowledgeable in her field of expertise. Her explanations about finance and investment were clear and concise, making…
Written For
Jing Lin

Quek Yenping
Ms
Retail Executives
Shi Jin impressed me with his sincerity, approachability, and attentiveness…
Written For
Shi Jin

Nurul Hidayah Johana
Ms
Designer
Amira and I were classmates in primary school, and I learned about her through her Instagram posts. The session was…
Written For
Amira

Namirah
Ms
Admin
Aiman, thank you for meeting with us without any pressure to sign up. We were already aware of investment and…
Written For
Aiman

Ragani Semaj Ervin
Mr
Medical Technologist
I got to know Hazim through a senior and longtime friend from Polytechnic. During our sessions together, Hazim consistently made…
Written For
Hazim

Naresh
Mr
NS
I was introduced to Amira through my girlfriend, who had a session with her. Before meeting Amira, I had attempted…
Written For
Amira

Hazwani
Ms
Student
I appreciate how Erlynna can answer all my budgeting questions, helping me understand more and motivating me to start saving.…
Written For
Erlynna

Muhammad Ashraff
Mr
Finance Associate
The session was productive and fruitful, helping me discover my investment strategy to achieve my financial goals. Her genuine approach…
Written For
Erlynna

Jarren
Mr
Gov Worker
I met Hazim a few years ago at Republic Polytechnic through the Capoeira CCA. During one of our rehearsals, Hazim…
Written For
Hazim

Nabilah Huda
Ms
Housewife
I got to know Hajar through a mutual friend. She managed to answer all my questions about my financial health…
Written For
Hajar

Arulmangai
Ms
Student
Amira was extremely friendly and outgoing. She clearly explained the key points and process of investing. She also provided helpful…
Written For
Amira

Saha
Mr
Freelancer
Idayu is a friend of mine. When I met her, she made me feel comfortable and wasn't pushy about selling…
Written For
Idayu

Aisyah
Ms
Childcare Teacher
I have known Idayu as a close friend. Despite our friendship, she maintained a high level of professionalism and thoroughly…
Written For
Idayu

Pitt
Mr
Student
Marcus did a great job explaining the basics of financial planning to me, considering I had no prior knowledge. I…
Written For
Marcus Tan

Rabia
Ms
Customer Service Assistant
I had been struggling to find financial advice, and Hana, being a close friend, offered me guidance and clear explanations…
Written For
Hana

Ain
Ms
Technician
Zakk is very understanding and helpful. He took his time to patiently explain and answer my questions. He provided clear…
Written For
Muzakkii

Ainah Binte Ma'Amin
Mr
Teacher
I was introduced to Sharul by my son who’s a client of his. The first time we met, he didn't…
Written For
Sharul

ashfar
Mr
Port Labour
I've been reading about investing, but I don't know how or where to start. Then Syahid came along! He guided…
Written For
Syahid

Gabriel Chan
Mr
NSF
Before today's session, I did not have much knowledge on financial matters like investment and insurance, but after going through…
Written For
Jing Lin

Fauziah
Ms
Cash Refund Officer
I am delighted to share my heartfelt experience with Zakk. He has been an incredible guide throughout this journey. From…
Written For
Muzakkii

Geetha
Ms
Teacher
Jasim is truly an exceptional financial advisor! He goes above and beyond to ensure his clients receive the best service.…
Written For
Jasim

Grace
Ms
Accounts
The session was informative and highlighted important areas that will need to be looked into further in the future.
Written For
Jolyn

Yiqiu
Ms
Manager
I had an excellent experience with Marcus. He listened attentively to my needs, provided great service, and were patient throughout…
Written For
Marcus T.

Mikelle
Ms
Event Producer
I think what made me enjoy the session the most was how easy and light our conversation flowed. Sherman demonstrated…
Written For
Sherman

Haziq
Mr
IT Officer
The session with Ridzwan was very detailed and informative. I have learnt a great deal about managing my finance and…
Written For
Ridzwan

Eileen
Ms
Ward Supervisor
Shi Jie is very patient in attending to my questions and he is very clear in his explanation.
He is friendly…
Written For
Shi Jin