Mr Thet, Engineer

Thanks John and Ken for offering me valuable advice on my finances. I feel that the policy offered suits my needs and the details are explained thoroughly. Overall I had a pleasant experience going through the application process. Thank you for your sincerity and professionalism.

Shahidh, Graphic Designer

Ken is very relatable and easy to communicate with even though i come from another country. I am impressed with the way he conducted himself throughout the entire time. Very professional and knowledgable. He helped me in every way possible to make sure my objectives and needs are met. He helped me to realise my dreams and make it possible. Highly recommended to all my friends in Singapore!

Mr and Mrs Goh

My family are very thankful to have Ken as our personal wealth consultant. He is very professional in handling our financial planning and given us lots of valuable advice and knowledge. He is a very hardworking person that will never disappoint you. No matter what challenges you have given to him, he always go the extra miles to assist you and help you to solve your problem. He is always very cheerful and most importantly very patience towards us. He is proactive and sharp when managing any matters thus, my family entrusted him that the investment we put in will be in good hand. We trusted him and really appreciate his service and will recommend him to eveyone. 我的家人非常感谢Ken担任我们的个人财富顾问。 他在处理我们的财务计划方面非常专业，并为我们提供了许多宝贵的建议和知识。 他是一个非常努力的人，永远不会让你失望。 不管你给他多么难的挑战，他都会尽全力帮助您解决问题。 他总是很开朗，最重要的是对我们很有耐心。 因此，他在处理任何事务时都非常积极主动和敏锐，我的相信他一定能帮我们投入的资金处理的井井有条。 我们非常感谢他的服务，并会推荐他大家!

Mdm Ho

Ken has been my financial advisor for 4.5 years. In 2019, I was having financial difficulty over my insurance loan with Income. After I met Ken, with his knowledge in the field of financial planning and he is able to advise us of how to repay all the loans and still have money in hand to invest and share many financial tools available to grow my money. Ken always has the patience to explain the policy in details and make sure we understand before we sign. I am so thankful to him for his advice and I am able to clear my debts that I am struggling for so many years with the increased interests that I am paying for so long years. The 3 key qualities that makes a good Financial Planner is responsive, reliable and customer first. Ken possesses it all. He is always there for us whenever we need help on insurance matters. He will never fail to reply to our text messages and calls promptly – especially when he is in overseas, he will still response immediately. He is a responsible and truly cares for his customers even after office hours. Ken is always have a heart for us, at time, when he visited us, he will bring along some snacks for us or he will order something online to deliver to us. I have never received anything from other insurance agent and don’t even see them or hear from them at all. Ken is so different, he is always there for us attending to our needs. Ken is a very caring person, show respect, very polite, approachable and attentive person. He will always be there to help us to settle any problems that we may face and can’t resolve, he will be the one to resolve everything for us. With Ken, there is no problems too big for him to solve. He gets in touch with us regularly to check how are we getting on or is there anything he can help. Ken is really a very heart warming person in whom we trust and rely on. He is more like a family members and friend. During these few years of his hard work, his company had recognised his ability, he was promoted to senior personal wealth manager. We are very happy for him because he deserved it.

Vernasa, undergrad

I am thankful to be able to meet John and Ken as they have provided me with valuable insights towards investments, which i feel have benefited me greatly. Any queries which i have were answered promptly and the multiple sessions held were informative and interactive. There were mini exercises done also such as retirement calculator which helps me to gauge better if i was able to manage my finance. Overall, I have greatly enjoyed my experience with them and their services are highly recommended.

David, executive

Adulting can be daunting, especially when it comes to making sure that I am making good financial decisions. The sessions with John and Ken are comprehensive - they help review if I am adequately protected and if I am on track to reach my financial goals. I feel assured having John and Ken as advocates and accountability partners in my journey towards financial freedom. I would recommended them to anyone looking for experienced consultants who take a data-driven and evidence-based approach in their recommendations.