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.

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.

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.

Chin Leong. Data Analyst. Singtel.

Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Consultant. Rion had this and more. Having known him since our secondary school days, his dedication to clients, business excellence and education sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes for you or your loved ones.

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.

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.