Aaron. Sales Executive.

Jasper is a highly motivated person. He is not just an agent, a friend as well. He is always there to reach out to others that are inexperienced in their own welfare despite his busy schedule.

Qing Li. Project Engineer. Surbana.

I have known JJ since sec school days. His dedication, commitment and his passion to deliver can be seen in the way he assist to organize my portfolio and provide me with valuable financial advice and to share his knowledge whenever required, and providing me with alternative considerations. Although it is a relatively fresh start for him since making the step into financial planning, his ability to relate and share may be his greatest asset and for others to place their trust in him.

Samuel Lim. IT Manager.

Ever since I have started working, I have been wanting to get insurance to cover myself. However, it was a daunting process as there were too many plans and schemes available. I was fortunate to have met Rion, who happens to be my officer-in-charge during NS. He was able to look at my financial standing and proposed a comprehensive insurance plan. He made the process so simple and easy to understand. He was really a godsend from my insurance predicament.

Quek Jiaxing. UIUX Developer.

I have known Ellie for over 15 years and can vouch for her professionalism, integrity, and genuine nature. Ellie's exceptional ability to simplify complex concepts has been invaluable to me. Recently, she helped me navigate the complexities of financial plans, breaking down intricate concepts into digestible information. Her assistance helped me better understand my existing plans and explore suitable alternatives, leading to a better decision making process. I'd wholeheartedly recommend Ellie for her expertise and unwavering dedication to serving others with excellence!

Alvin Toh.Finance Trader.ALV Financial Pte Ltd.

Jia Jun has been a close friend of mine for 17 years. Before he became a financial consultant, I knew little about financial planning. I had the most basic of life insurance plans and all my savings were in either self-chosen stocks or the bank. It was a tedious process choosing the right assets to buy and timing the market right and it would have been better to allocate some of my assets to a more passive form of investment. Jia Jun helped me upgrade my insurance for a more extensive coverage. He also helped me in choosing my investment plans, meticulously explaining every detail and nuance between the many different plans out there. Jia Jun is very professional and dedicated to his job and helping his clients. When i injured my eye in an accident, he took care of everything. He helped me with the filing of my report and I just had to hand him the receipts for my medical bills and everything was settled quickly. With him as my financial planner, I have a peace of mind knowing I can call on him anytime I have queries about insurance and financial planning matters.

Goddard Tan. IT Engineer. ST Electronics.

Rion is a very efficient and responsive person. He makes a point to understand the client needs and plan my financials accordingly. When I have issues with the policy, he takes his time to travel and discuss with me. I feel comfortable with him to advise my financial analysis. I would like to recommend him to all of my friends.