When I first met Geraint, he was open about his life experiences and very approachable. As someone new to investments,…

The whole session was insightful and comfortable. I learnt the importance of investing for the long term, and how I'm…

During the session, Geraint made me feel comfortable and friendly and he is knowledgeable too. I decided to work with…

I met Geraint through Facebook and I thought he was quite reliable through what he posted. The session was really…

Geraint was referred to me by a friend of mine, I managed to get the information that I needed. I…

Geraint was introduced to me by my wife. The whole session felt very comfortable like a chit-chatting session with an…

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

I got to learn more about my financial plans, and I realised that I need to save more and reduce…

Working with Geraint has been a pleasure. His expertise and sound advice not only enabled greater cost savings but also…

Geraint was a good listener when I shared with him about my financial plans and his attention to detail was…

I enjoyed that Geraint took time out of his busy schedule (close to a 2-hour discussion) to help review my insurance…

Thanks for the short meet up today! Geraint helped me look at what I need to focus on and help me get…

I liked that he wasn’t very pushy and made sure I was comfortable with whatever I was investing. Geraint has helped me…

I enjoyed seeing the rough projection of my life expectancy from my expenses in terms of how my current income and assets...

I came to know Geraint through a volunteer program in church. Reached out to seek his expertise in available short-term investment...

Thank you Geraint for helping me sort out my plans, helping me with my transition to adulthood and handling my own insurance...

Thankful for the call earlier! Made my anxiety better for sure! 😂 Jokes aside, it was very refreshing to have a talk with Geraint and also to know...

I’ve enjoyed the conversation very much. Geraint's session was very personalised and customised to my situation...

Clarity is what I enjoy the most from Geraint's session. Geraint knows his stuff and was quick to analyse my plans and come to a great conclusion...

Geraint was one of the rare financial advisors that really understand clients' both abilities and limitations over the various life stages. He does not give...

I met Geraint through a common friend to discuss about a personal health insurance. He was available to adjust his time with my tight schedule...

Geraint seems like a reliable agent!

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

I first got to know Geraint through my spouse. As I do have my agent for insurances, I decided to see what he has to offer for my current...

Geraint was recommended to me by a friend. He helped me to better understand my financial goals and even highlighted some coverage I may...

Geraint was introduced to me by my colleague. Initially, I was super skeptical about investing so I started off just to get an understanding of...

I would like to take this opportunity to thank Geraint for his patience and very informative sharing. Throughout the sharing Geraint...

A friend introduced Geraint to me. He had helped her and her family out and I was keen to see if my financial portfolio is still relevant as I begin...

I was referred to Geraint by one of my close friends. As I have zero to minimal knowledge about finance, I have asked him tons of questions...

I know Geraint from a friend. He is knowledgeable and explains all the details thoroughly. He is one of the trusted financial advisors. I highly...