Reviews

Able to relate to me and understand what i want and need very well

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

Claudia Peck

Many fun and exciting ways to set goals

Had a zoom call with Gen and found out that actually there was so many fun and exciting ways to set goals that are easily achievable! Thank you for being so patient and helpful throughout even though I didn’t know anything and has so many

Jeremy Ng

‘Investment is a game of patience’

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

Joyce Lee

Ease my burden.

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.

Jeremy Tham

Down to earth and approachable.

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!

Jin Yuan

Disciplined and systematic approach.

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!

Jason Lim

Gained more clarity.

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 !

Ahmad Haneef

A lot of difference from my past experiences.

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.

Eric Tan

Does not hard sell useless products.

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.

Ong Kai Xun

Clear cut explanation.

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.

Lim Jia Wei