Li Chin. Senior Executive Secretary in CEO's office

Felix called to introduce himself after one of webinars I attended to share more about his company and available services. Felix is knowledgeable, attentive and thoughtful during each of our meetings to understand my financial concerns. To be frank, after two meetings I still didn’t understand everything but one thing was very clear - by proper forward planning, his proposal of retirement plan is able to give me the financial security that I had been seeking and he can help to obtain more comprehensive insurance coverage with lower costs (the insurance premium would be reduced by approximately 50%). This will give me the ability to organise and control my fiscal life and may enable me to retire earlier than I thought. Felix is always patient and friendly to address whenever I called in with questions and concerns. This is important in today’s busy climate and impersonal service. I appreciate the services I get from Felix. Thank you.

Chun Heng. Research Assistant

Yeow Chuan is a nice and approachable person. He is very patient when explaining policy to me. I can tell his passion on his job. He likes to interact / communicate with people. He is knowledgeable regarding to financial issues and likes to share with people. I can tell that he is responsible to his client as he always let us know he is going overseas or something.

Mikefeng Yang. Senior Engineer.

As an advisor, Yeow Chuan is very helpful and willing to share his information to me. More importantly, he will put himself in my shoes, introduces and recommends from my point of view. In term of services, his responses are very fast, remember that I happened to have a claim; I found that he responded to me very fast. He is knowledgeable to answer my questions. In summary, Yeow Chuan as an advisor, he is well and fit to his position for his clients from his professionalism.

Zhi Qin. Teacher

大学时期就已经认识Felix了，他一直是个值得信赖的朋友，因此毕业步入职场后就请他帮忙规划财务。 Felix会耐心倾听我对退休生活的需求，并根据我当下的经济情况，给我介绍适合我的财务配套。他也会认真讲解相关配套的细节，比较不同方案的优劣势，让我可以在最短的时间内了解自己能获得的保障。 不仅如此，他也会分享一些理财观念，并解答我对投资的一些疑惑，让我有所启发。也很感激有他在理财这条道路上的引导，让我对未来的生活充满憧憬。

Desmond Soh. Financial Services Manager

Felix is a born leader. I knew him since 2008 back in NTU. I had the opportunities to understand him in a deeper level. He is meticulous and yet ambitious and visionary. His ideas always standout from the peers and bring new perspective to everyone around. When I graduated from NTU, he naturally become my financial consultant, as he earned the trust among our circle. Although the trust is there, he didn't approach me by product-oriented way. Instead, he shared a broad spectrum of financial knowledge - from the big picture of investment to the details of each financial planning. And even after I became his client, he made his promise to review my financial portfolio every single year without failure. I felt every session with him was well spent, I was either motivated by his positivity or loaded with his insightful knowledge. I couldn't be where I am today if not because of him. He brought me into FA career and showed me the possibilities. The initial year when he wasn't holding any leader position yet, he still involve in my development and training process. He ensured I know what I were doing, and why I would do certain things. He would also share tips and tricks with me especially when come communication with clients/prospects. I learnt a lot from him not only in terms of financial knowledge, but also the different perspective towards common things. He always inspires people for the better, and encourages people to bring up their best form. I would recommend Felix if you're determined to success, and want to make a breakthrough!

Rui Yang. Operations Director.

Felix has been providing some relatively good follow-ups to the clients. Although he was new many years back when I decided to purchase several financial products from him, he has picked up fast to provide the necessary information to me. Furthermore, the fact that he has been taking initiative to stay in contact with me is encouraging. I believe that this is one of the most important qualities which a financial advisor needs to possess. Feel free to give a try to his services and I believe that it will benefit you in long term.