Adam Koh & Iris Xiao. Ex-Business Owner, Retiree

机缘巧合，在我们计划做一些家庭安排的时候遇到你，你给予了我们非常专业的指导和细致耐心的讲解与服务，不仅让我们学习到了必备的知识也解决了很多一直以来我们的疑惑，让我们接下来的家庭安排有了专业的保障。 感恩遇见，也希望有你作为我们的家庭财务顾问，让我们以后的经济生活稳定无忧。 谢谢你！🙏❤😊

Leonardo Alfoncius. Engineer

Felix has been a great consultant who has helped me to plan for my financial goals. He has been providing advice that are not only able to increase my insurance coverage but also to minimise the cost. The detailed analysis that he did for me has helped me greatly to identify the areas where I need to improve on. Furthermore, his professionalism, coupled with his broad knowledge on finance, made me comfortable in every meeting.

Yong Yiah & Geok Lian. Biz Owner

我是Mdm Teo，我是从报张上认识Felix 的，本来不想联系他但是我还是坚持打电话给他，我不想联系那些投资者是因为我不想浪费双方面的时间，因为我已经有足够的保单了。 最后我决定联系他，没想到是跟我约一个时间他就解释他的保单的详情给我知道，没想到他解释到很清楚给我，从中才决定跟他买下两份保单。 在此我很感谢Felix，之后我还有很多不明白的问题他都抽空帮我，感谢🙏您。我也是有很多位经济人都没办法解释给我听讲到一头雾水。

Yu Hau. Senior Project Manager

Felix shows great interest and enthusiasm in his works. On top of providing his advise and knowledge at his level best, he would provide additional steps/ services to aid me to better understanding my portfolio, though seems to be small gestures, it greatly helps in self-assess at holistic manner. Straight forward, openness is among traits of Felix that make him approachable and responsive to ideas and questions. On personal level, Felix portrayed as an individual whom constantly improving himself and widening his knowledge

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!

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。