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
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… questions. Read more “Many fun and exciting ways to set goals”
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.