I was looking for a financial adviser to review my financial portfolio. That was when I was introduced to Billy through my colleague. The one thing about Billy which impressed me the most is his passion to help his clients to achieve their financial goals & objectives. I am happy to recommend his services to my friends and family.

I was referred to Billy through our mutual friend. During our initial meeting, Billy went through with me the financial planning process and explained to me thoroughly the importance of creating a supplementary retirement fund since I'm a self-employed businessperson. I took up his recommendation and ever since we have met at least once every year to monitor and review my fund progress. I'm happy with his services and have referred him to my business partner and other friends.

I was referred to Sam by one of my friends. I have met a few insurance and unit trust agents before him and I have got to say Sam is different from them. From our first meeting, Sam did not push me to buy any policies from him. In fact he focuses on understanding my current situation, goals and objectives. He explained to me the entire financial planning process and he emphasised to me that his planning process will be done according to my requirement and preference. I feel comfortable with this approach as there is an opportunity for me to tell him what and which area I need to improve on my planning. I’m always happy to voice out and share my opinion with him during our meetings. I’m satisfied with his advice as it is given based on my needs and I definitely will recommend him to anyone who is looking for a financial advisor.