Had a discussion with the consultants, presentation was concise with a clear strategy on how to grow my wealth. The consultants was also very knowledgeable in their craft. Will definitely recommend millennials who are keen to invest but have no idea where to start from… to go for a session with them. Thanks alot! Read more “Presentation was concise with a clear strategy on how to grow my wealth”
I just had an hour call with Serena and Gen. It was a nice and fun chat with them discussing investing concepts. After learning from their experiences and knowledge, I am 100% convinced that building wealth through investment is a self-empowering process that one should… be in charge of – of course, made simpler with proper guidance from the Avocado team. It is also a slow and steady process so no rocket emojis. I will definitely recommend team Avocado to anyone who is new to investing or in the camp of rocket emojis. Read more “Made simpler with proper guidance from the Avocado team”
Had a chat with Serena and Gen today and i was able to learn a lot more about funds and investing. It was very engaging and they were able to relate to me and understand what i want and need very well.Thank you
The 1 hour webinar session was definitely an eye opening experience for me. I have always wanted to start my own investment journey but do not know what to look for, where to start from or the time to do my own due diligence and… research. Attending this session did provide me with some of the insights about their strategies and asset allocation, so that returns can be maximise while risk can be mitigated. After hearing the webinar, I would definitely recommend people who wants to start investing but have no idea where and what to start with, come hear out this webinar that they share. It’s definitely time consuming to do your own research, and definitely would recommend that it’s better to place that trust with a proper financial adviser, who have a team of fund managers constantly managing and monitoring your portfolios. Read more “An eye opening experience for me”
Very kind, patient & flexible of them to cater to my ever-changing commitments (apologies for any inconvenience caused), and adjust the timing of our 1st 1-to-1 1-hour appointment. Very informative session on the investment plan they are offering. Looking forward to even better updates from… them. Read more “Very informative session”
It’s pretty good experience through this investment platform I learn a lot and the person is very patient with the explanation that I need to know. They give the suitable advice to what I looking for and needs in the life that I looking for.… Thanks a lot guys really good investment area they offer a lot of platform to suit your needs. Will recommend them to people I know who are interested to invest. Read more “Suitable advice to what I’m looking for.”
She is nice, honest, easy to communicate, always ready to help and always take proactive actions to assure her clients. I recommend to people who are looking forward to work with those who are dilligent, honest and proactive. I am pleased to know, you have… all. Thank you! Keep up your good work! Read more “Dilligent, Honest and Proactive.”
I like how the plans were broken down and how they work. I understood where I can better finance and allocate my income and savings. Compared to past experiences, there are a lot more details as to how money can be better allocated. More transparency… compared to others! Read more “More transparency compared to others!”
Excellent financial plan that helps me to achieve my financial goal and allows me to retire without worry. Professional consultant is approachable and has a great analytical skill. Worth it!
Actually this is my first time learning how the investment work. Serena, gen was really very patient to share more how the investment work. And I feel that is safe and easy to understand and gain more confidence when come to investment.
We appreciate the team coming up with different financial solutions and projections to best align with our goals. We will certainly recommend ATF’s services to people looking to dip their toes into investing.
I got to know how investment works and how it will help in financial planning. I also understood the products and needs. Compared to past experience, the planning of cash flow is more thorough, which helps me to see where my money goes and how… to better plan for it. Also, no hard selling. Read more “The planning of cash flow is more thorough.”
Serena and Gen shared their knowledge about investments and it was a very informative session. I got to understand more about investment, the returns or losses. One take away statement ‘Investment is a game of patience’ stood out to me as it was about learning… how to wait and know the market before investing more or less. As it is a small group session, it gives me time to ask questions as well and they were able to share more about themselves and their company. A good platform for those who are interested to know more about investment here. 👍🏻 Read more “‘Investment is a game of patience’”
Helped me to ease my burden of having to learn, study and apply all the investments knowledge on my own. Despite the recent volatile markets, my investments portfolio could still achieve double digits returns over the past few years.
Personalised service with great focus on my Long term financial goals! Down to earth and approachable, using simple and easy to understand terminology! If you are looking to plan your finances, feel free to approach her!
She is dedicated to help me achieve my investment needs and objectives through a discipline and systematic approach so that I can get closer to my goals and have a peace of mind. Thank you!
After meeting for the first time, i now gained more clarity and now I know my goals are more achievable with the strategies in place !
There are detailed explanations and reasonable expectations for an investment plan. There is a lot of difference from my past experiences of speaking to a consultant.
Good investment knowledge! Does not hard sell useless products. Information was presented nicely. Past consultants that I met before used to hard sell plans without explaining much.
There was a clear cut explanation of the different kinds of ILPs out there. It wasn’t as confusing as the sessions I had from past experiences.