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Is My Priority
Hear from the people that I have served

Jovin Cheng
Mr
Student
Jie Min is very knowledgeable in her work and responsible for giving suggestions. I got to learn from her more about my own spending...
Written For
Toh Jie Min

Annabel Chua
Ms
Designer
Jie Min is really knowledgeable about financial planning. She's super bubbly, takes initiative and is really helpful when it comes...
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Toh Jie Min

Michael Thiruman
Mr
Others
Jie Min is very helpful and to the point. She makes me think deeper in order to conduct proper planning. She uses Merlin during the discussion...
Written For
Toh Jie Min

Fiona Li
Ms
Others
Merlin has a simple yet user-friendly interface. Merlin also provides me with comprehensive information and functions for me to simulate...
Written For
Toh Jie Min

Benjamin Badrulhisham
Mr
National Servicemen
Jie Min is very knowledgeable and explains things clearly and made me realize what I was investing in by going through with me the investments...
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Toh Jie Min

Harpreet Kaur
Ms
Others
Merlin's multi-features such as the dream manager and the investment simulation are very useful for my own financial planning. The needs...
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Toh Jie Min

Rasyidah Binti Abdul
Ms
Others
Merlin is user-friendly and has a simple and clean interface. The financial ratios were insightful, and Jie Min made it easier to understand...
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Toh Jie Min

Nolan Ng
Mr
Others
Merlin is very comprehensive and is able to simulate different scenarios and actions that were to be taken. Interface is simple and...
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Toh Jie Min

Nadrah Ramat
Ms
Administrator
Merlin covers widely from cash flow to insurance, it's very comprehensive and easy to understand. Merlin is unique as I have never come across...
Written For
Toh Jie Min

Han Wen Lee
Mr
National Servicemen
Merlin has lots of graphics to help me understand my finances. It is clear and easy to use. Planning for my different goals is much easier with...
Written For
Toh Jie Min

Alvin Wong
Mr
National Servicemen
Jie Min has made me realize that I need to earn a lot more than what I have expected in order to achieve my financial goals. I appreciate...
Written For
Toh Jie Min

Darrion Goh
Mr
Others
Merlin is simple to use and is highly informative, as well as user-friendly. Merlin is also able to show me whether I can achieve my financial goals...
Written For
Toh Jie Min

Zenith Tay
Mr
Others
I learned that through investment-linked policies I will be able to access funds open only to accredited investors. Jie Min has addressed...
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Toh Jie Min

Sammi Ong
Ms
Others
I learned about the safe retirement age based on my expenses and projected income. Jie Min is able to address my concerns over my financial...
Written For
Toh Jie Min

Shanice Ellevina
Ms
Others
The session was fun, and I was able to explore Merlin, which has been very helpful in my planning. Jie Min was able to explain things clearly and provided...
Written For
Toh Jie Min