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Read our clients' experience with our Associates

Asyraf Ali
Mr
Operation Technician
During the session, Khai would try his best to give simple analogies for us to understand more about investment. This was especially...
Written For
Khairuddin

Terre Koh
Mr
Guest Officer
Rahman was my ex-colleague. I knew him during Covid as a dormitory care officer. I am delighted to provide a heartfelt testimonial...
Written For
Rahman

Idil Hafiez
Mr
Engineer
I had some knowledge regarding investment before meeting Aiman but somehow, I have forgotten as it has been quite some time since...
Written For
Aiman

Irfan Fadhli
Mr
Cabin Crew
Long story short, I set up a meeting with Khai to learn more. It feels good knowing I could ask any silly questions and not get judged on...
Written For
Khairuddin

Tanti Nur Mutiara
Ms
Chef
I have been interested in investing for quite some time and have been researching it on my own before I met Fahmy. I never truly started...
Written For
Fahmy

Saiful Amrin
Mr
Technician
Fahmy is very transparent, detailed and very knowledgeable. He knows what he is doing. He does his research. One thing like about him...
Written For
Fahmy

Mirna Irdiawani
Ms
Designer
I have a great and meaningful session with Khai. He was very clear in explaining and able to answer all the questions and doubts I had...
Written For
Khairuddin

Sarfina Skov
Ms
Cabin Crew
The session was enriching and what I needed. The most valuable thing I learned was the core understanding of active income...
Written For
Khairuddin

Daryl Yeo
Mr
Student
I got to know Yong Lin through a friend, and we had a very engaging conversation throughout, so it made me feel very involved...
Written For
Yong Lin

Danial Ashraf
Mr
NSF
I got to know Akiff from colleagues at work and thought it was a great opportunity to start investing. I didn't know how and where to...
Written For
Akiff

Spencer Tan
Mr
Student
Working with Nurul as my financial advisor at HSBC Life in Singapore has been an absolute pleasure. Her extensive knowledge and expertise in...
Written For
Nurul

Raihan Ithnin
Mr
Building Technician
Syafiqah is a nice person who try to understand your needs and make you understand the importance of having a coverage as well. From achieving...
Written For

Shaikh Nawaz Sarif
Mr
Sales executive
I wanted to take a moment to express my gratitude for Izwan's service and knowledge, they are truly invaluable. He has been an incredible...
Written For
Izwan

Amirul
Mr
NS medic
I know Rahman from my girlfriend's sister. I attended a webinar on health that I had sign up. Rahman made the session comfortable and easy to...
Written For
Rahman

Neo Ren Zhong
Mr
Chief Operating Officer
I was introduced by a friend to Issac. I understood that he was in the financial industry and does holistic planning for his clients. With that in mind...
Written For
Issac

Asri
Mr
Student
I met Saif during our time in NS. We were work colleague back then. During the session, I feel like we just friend exchanging knowledge...
Written For
Saif

Khalid Lee
Mr
Project Manager
I think one of the most valuable things that Hyder taught me was the importance on knowing WHERE to invest in. It’s also best to...
Written For
Heidhar

Farhan Masri
Mr
Digital Marketing
I first came to know my associate, Rafaila, through online channels, and from the very beginning, I was impressed by their professionalism...
Written For
Rafaila

Musa
Mr
Fireman
The most valuable thing that I learned from Heidhar is how important investment is in our lives. We might be thinking that our CPF got it...
Written For
Heidhar

Hasinah
Ms
Senior Assistant Engineer
Angelica is a very sweet and reliable person. She gives the positive vibe to people around her. Very sweet and down to earth person. I am very grateful...
Written For
Angelica

Brendan Yap
Mr
student
Today’s session has allowed me to understand more about how to investing and the importance and impact on starting investing early. Although this...
Written For
Jing Lin

FK
Mr
Baker
I get to know Azmi through Instagram - he approached me with regards to investment plans and I was intrigued by his calm approach...
Written For
Azmi

Ashwin
Mr
Student
The lack of knowledge, being skeptical, and the fear to lose money makes me not able to start or consider investing. However, after meeting this...
Written For
Irfan

Yu Ting
Ms
Sales
Adora is engaging and knowledgeable in her field. She takes time to listen and understand whilst providing guidance. She initiates thought...
Written For
Adora

Ana Amalina
Ms
Legal Executive
I was looking forward to the session since we set the appointment because for the longest time, I had so many questions on investing the...
Written For
Imran

Ahmad Azhari
Mr
Technician
Finally started my investment with Izwan. I have been considering long term investment for the longest time but got my doubts about...
Written For
Izwan

Tricia Ang
Ms
Student
I knew Brenda since I was in Secondary school. She has always been supportive and encouraging of my decisions and needs. As she started her...
Written For
Brenda Tan

Mardiah
Ms
Educator
It took me a long time (almost a year) to be convinced to start investing, but all the time, Faila was never pushy and was patient through all...
Written For
Rafaila

Aslinah
Ms
Delivery Scheduler
I was worried that I will be investing to the wrong investment company which will end up in loss of money. Khairil explained everything thoroughly...
Written For
Khairil

Latipah
Ms
Admin
Diyanah was able to explain to me the risk of investing on a short time frame. She made the information easy to digest with diagrams and ensured that...
Written For
Diyanah

Khalieshah
Ms
Student
Before meeting Khairil, my concern and fear about investing was getting cheated of my money. Khairil has explained and taught me a...
Written For
Khairil

Arina Young
Ms
Operations Supervisor
When I knew Rafaila is in the investment industry, I knew she's someone I could trust. To me, finding someone whom you're able to trust and understand...
Written For
Rafaila

Darren Chan
Mr
Retired
Adora is a church friend of my daughter Rachel. Adora comes across as a very approachable and knowledgeable person. She was really...
Written For
Adora

Lindy
Ms
Student
I met Marcus through a friend about a year ago, and in this short one year, it has been a fruitful journey! Marcus has always been kind and...
Written For
Marcus Ng

Nur
Ms
Student
I appreciate Aryani's clarity in providing explanation for the various policies that the company has to offer. Her warm and welcoming personality...
Written For
Aryani

Melva Lee
Ms
Teacher
I've known Matt personally for over 5 years now. From the moment I met him, it was evident that he was not just a financial consultant, but a true...
Written For
Matthieu

Sarah Alyssa
Ms
Fitness Instructor
We contacted in Facebook, I approach Rahman on wanting to know about investment. The session was very welcoming, and he was knowledgeable...
Written For
Rahman

Clara Tan
Ms
retail
Rahman approach me on social media, He was honest and genuine about what he does. He made the session warmth and insightful. I felt that he really...
Written For
Rahman

Rebecca Ng
Ms
Marine Underwriter
I got to know Adora through my daughter. She is knowledgeable about the products, and we discussed about the financial needs/plans...
Written For
Adora

Shahril Suhari
Mr
Electrical Technician
At first, I have the doubt when comes to investing. It’s not due to disbelief, it's because I dont have the proper guidance and knowledge...
Written For
Khairuddin

Nur Diyanah
Ms
Accounts Assistant
I got to know Khai from my colleague who spoke highly of him and told me a little bit about what he does. During our first zoom meeting, he shared with...
Written For
Khairuddin

Haleema Thasneem
Ms
Administration
I have gotten to know Aryani thru my friend Nadzirah as she referred me to Aryani. I agreed to meet her as I was planning to get an insurance and plan to...
Written For
Aryani

Syazwan Affandi
Mr
Student
I’ve known Irfan for more than a decade now and when he told me he that he is now a financial advisor, I was hesitant to talk to him about work as...
Written For
Irfan

Siti A'isah
Mr
Retired
I’ve always thought savings in the bank is sufficient especially in this retirement age. Instead of letting it sit in the bank and getting close to...
Written For
Irfan

Zafren
Mr
Chef
Firstly, what have prevented me from trying to invest back then was my fear and trust of which market that I could best put my money into...
Written For
Irfan

Afiq
Mr
Payroll Associate
I had a great session with Aiman. He was my football teammate during my teen days. He approached me via Instagram and explained to me about...
Written For
Aiman

Jin
Mr
Engineer
I met Ivan through my friend who recommended me to meet him for an investment sharing session. For me, investing has always been a big question...
Written For
Ivan

Jing Cheng
Mr
Engineer
I got to know Ivan many years ago through working part-time together and I was open to meet him for a career sharing session to find out more...
Written For
Ivan

Joleen Ng
Ms
Marketing Executive
I am happy to have met Isaac through my friend Kiat Seng. As I have zero knowledge in investment, Issac has taken time to guide me...
Written For
Issac

Tan Hong Yiaw
Mr
Delivery Rider
I approached Issac as I understood that he is in the industry, and he has experience with dealing with investments. Prior to working with...
Written For
Issac