Terence Goh. Financial Analyst. Accenture

Thanks for playing the dual role of a wonderful friend and a dedicated financial planner! I’ve never encountered such sincere and honest planner before and I’m glad I did now. Seriously, your dedication to serve is admirable! All the best!

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 (:

Vikram. Technician. Pratt & Whitney.

A good and trust worthy Insurance consultant, I would say he gives his 100% knowledge about the insurance policy which he proposes to his client. I would recommend him to others for his genuine service.

Vincent and Joanne Family. Real Estate Agents.

Rion, who is the best financial consultant that we ever met. He patiently listens to what we want. Delivers prompt and excellent service to us. We are pleased to have him with us.

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!

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.