“I was introduced to my financial adviser representative by a friend and I have been with him for the past 12 years. Professionally, he is competent, knowledgeable and has a holistic approach to financial planning. He listens well to his client's needs and is able to recommend products accordingly. He is a patient, approachable person and not pushy. He is always diligent in his responsibilities where he keeps me updated on trends, financial situations and provides me with options. Since knowing him, I have seen growth in my investments. I have greater peace of mind, knowing that my financial needs are managed professionally and with care”

“I came to know of my financial adviser representative through an introduction. Since then, I have been with him for the past 14 years. Prior to having professional financial advice, I found my financial situation to be unplanned, ad-hoc and messy. I now have better visibility of my financial situation and am better able to appreciate various investments and insurance products. This is my first time having professional financial advice and I find it to be a great service in which I have recommended my financial adviser representative to a few friends.”