Vivian. Digital Artist. Nanyang Technological University.

James has been a very caring consultant, eager to clear any doubts, concerns or questions I may have about my financial portfolio, and wholeheartedly wanting to make sure that my coverage needs and interests are met. He is also very open to honest feedback and sharing, and he is patient throughout my experience with him.

Wei Chen. Finance Manager. Andover Leisure Pte Ltd

Hi, I have known JJ for many years and through different phases of life he's been a trusted friend and professional who listens, advises and provides top notch consultation over my personal financial planning. Not only he's very professional and knowledgable, he is also helpful and did an extra mile to assist and advice when i needed help for my other families member's policies. Thank you JJ for being there whenever I call and I look forward to your support for many years more to come.

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!

Guan Lingjing. Business Development Manager.

Ellie has done a thorough analysis of my current financial situation and helped to review on my insurance needs at my current stage of life. She has developed a well-structure financial plan tailor-made to my requirements and this helps me to manage my financial impact of risks and uncertainties. She went through the different financial planning stages and helped me understand better on my financial objectives. She is patient towards my requests and requirements and had come up with several financial plans for my consideration.

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.