I decided to work with Jakes because of the patience he shows in his working processes. As a PR in the professional scene, my workload is heavy and therefore, I do not have time to look at financial matters. Despite having a good income, I did not manage my finances and was not aware of the things I had from CPF, as I was only relying on my company’s benefits. Jakes clarified with me on my financial matters. This makes it easier for me to know my requirements and concerns before implementing as I do not have anything personally. I am glad I met him as I would not have been aware of knowing how to plan as a PR due to many uncertain factors, which he had taken into consideration. This makes me feel comfortable and allows me to decide better. I have even recommended many of my colleagues to him.

I was initially unsure about the transition when my previous agent left the company, but Sheena took over my policy seamlessly. She was very friendly and made the whole process much less stressful. I really appreciate that she takes the time to understand my needs and never pushes me to take on more than what’s necessary. She also provides valuable advice on where I can park my spare cash based on my financial goals. Overall, I’ve had a very positive experience working with her!

Sherrie is a very reliable financial advisor friend to me since 2020! As a financially illiterate person back then, she has been answering my many questions big and small, and never once made me feel insecure about my lack of knowledge, but encouraged me to ask instead. She also listens to my wants/goals and insecurities, and takes care of my needs for different life stages according to my budget. Her documentation style is very organised and her summaries for me are clear and easy to follow too. I think having Sherrie as my financial advisor friend reassures me because I know she puts my wants and needs as priority, and I feel my life financial planning is safe in her hands for the long run. The trust I place in Sherrie was earned by herself through her words, actions and commitment, so thank you so much for that!

Among his many admirable traits are his trustworthiness, transparency, extensive knowledge, communication skills, and highly personalized approach. When I first started as a client with Weishen, I was single. However, as I got married and welcomed children into my life, he thoughtfully tailored policies to suit the different stages I was going through.

Andrea has always been someone I look up to, and working with her has truly changed the way I manage my finances. Through her guidance and proper planning, I’ve learned how to be more disciplined and intentional with my money. What I appreciate most is how responsive and dependable she is. Whenever I have questions, she’s always quick to respond and ready to help. Her support has given me greater confidence and peace of mind when it comes to my financial future. I would gladly recommend Andrea to anyone, at any stage of life, who wants to manage their finances better.

I am a retiree and I have known jasmine for five years through my nephew. Although my nephew is also an insurance agent I chose to take up two policies through her. Jasmine is a very hardworking girl and explained all the policies clearly to me. She is a very efficient and fast worker. Recently I bought a travel insurance through her and she helped me to make a claim which was done expeditiously. I have bought a retirement policy through her because she was able to find the right policy that fit my goal. I am very impressed with her work attitude and her warm personality. I would strongly recommend her to anyone who needs to take up any insurance policies.