Lian Koon Thai

Life sometimes provides a path for you when you just started having thoughts about doing something. I met Rion at one of those Prudential fair, at that time, i was just starting to have thoughts about planning for my future retirement. Rion was knowledgable and provided me with the right intel for first timer like me. Like me everyone is thinking about growing their wealth, but for Rion his first priority is on my health before my wealth. This got me thinking, even if i am rich what use is it when i do not have the chance to spend it. He showed me all the options for making a parachute that will last me through out my life. His friendly and outgoing personality was a plus when i finally made the choice to take the plans he showed me.

Wong Zhi Kai. Sales & Marketing

Ellie communicated with me on a personal level and sharing stories and people she associate with their stories. Have [also] did an analysis of my current plans and did a comparison with the mean average income and expectations. This is very informative for me as I now know where my plan stand compare to the rest.

Jasper and Dion.Students.NTU and SIM

1. Jia Jun is very passionate towards his job who delivers his promises well to attend to his clients' needs and enquiries. 2. He is someone who is willing to give his all to his clients, and one of the real life examples is my (Dion's) aunt's case, in which not only he responded to my aunt's needs immediately before she found out she had an illness, he also visited her after she was hospitalised which was out of the norm and way different from many other realistic financial consultants who work solely for money only. 3. Furthermore, he is very sincere, hardworking, responsible, optimistic and thoughtful towards others and rest assured to approach him if you have any enquiries and he is more than willing to help you (: 4. He is an inspiration for others who shares his successful life experiences, and gives wise and warm advices selflessly to others. 5. He is greatly recommended for anyone who is looking out for more-than-just-a financial consultant and he never disappoints (:

Kai Hong. IT Engineer.

I am writing this testimonial for Tan Jin Wei. He was very detailed in explaining the policy to me. To my surprise, during the financial assessment he did a very detailed calculation for me. Which I can say no financial consultant will include a monthly assessment of your financial situation with debt and without debt. Most of them will only assess the annually calculation and does not consider whether each month will you be able to afford the premium of the insurance you are paying for. Due to that I have transferred my current policies from prudential to him to manage. In the near future I am intending to manage my new policy as well as he really is a trusted financial consultant that look after my well being.

Marcus. Programmer. Ubi Soft Company.

Jasper is a highly motivated individual and he demonstrated a great work ethic. He explained the reasons and motivations of getting each policy with considerations of my current well being and financial condition meticulously. He is responsive to any enquiries, feedback or changes in the policies. I believe he is a valuable consultant to any who is unfamiliar with insurance and finance.

An Qi. Ops Planner. SIA Engineering Company (SIAEC)

I’m very satisfied with the policies and service rendered. JJ has been clear in explaining the policies and offering comprehensive coverage to me. He is definitely one of the most knowledgeable and highly efficient financial consultants around. Thanks to JJ for making my financial plan a complete and bulletproof one. Highly recommended!