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. |