Joel and Annie

We are glad to meet Choon Yuan and Alex for planning our finances. After listening to us and understanding what we need, they shared with us the pros and cons of various recommendations. They were never pushy nor hard selling us to buy products so we are glad that they are our trusted financial advisors. We will definitely recommend them to our friends in Singapore.

Bernard Goh and Eileen Ng

We are happy to share our experience with Jeremiah Li, my financial advisor. I must say, I am thoroughly impressed with his knowledge, expertise and customer service. We are also assured by his level of care and dedication demonstrated in helping us purchase the right hospitalization and accident insurance plans. His expertise in this area is unparalleled, and he provided us with options and explained the nuances of each plan with great clarity and finesse. Without hesitation, we would wholeheartedly recommend Jeremiah and Choon Yuan to anyone seeking top-tier financial advice and services. Their professionalism and exceptional service are beyond compare.

Susan Chia

I am glad to be contacted by Kelly and Choon Yuan on importance of medical insurance as healthcare costs in Singapore can be very expensive. They shared with me the importance of total insurance planning, emphasizing importance of comprehensive hospital cover, accident cover and critical illness cover too. Both of them are friendly and not pushy so I will not hesitate to recommend them to my friends and relatives, thank you everyone!

Mr Lee Jit Heng & Elaine

We are happy to have the opportunity to meet Miki and Choon Yuan when they took over AIA policies for our family. Miki and Choon Yuan ensured we have a good idea of our family coverage and did up insurance nomination for our policies too. As part of holistic planning, Miki and Choon Yuan highlighted protection gaps and recommended solutions to grow our money too. In view of changing economic environment, they also recommended fund switch to improve performance of our existing investment plans with AIA and Great Eastern too. We happened to love our food too, Miki and Choon Yuan also enjoyed the yummy wagashi made by me and they also shared CNY goodies and pastries with us too. We trust Miki and Choon Yuan to put our needs as the top priority in planning for our family and we are happy to recommend them to our family and friends.

Ms Evelyn Chan

I am Chao Yong (Alex)'s Aunt and I am glad that he and Choon Yuan share with me on how to create passive income streams through dividend. As a retiree, it is crucial that I manage my finances well so as to enjoy a happy retirement. I will be more than happy to recommend both of them to my friends who also share same concerns in retirement planning, thank you!

Ms. Jessinta Joseph

I am very happy to be contacted by Choon Yuan and Kelly as medical cost in Singapore is so high and I am looking for affordable insurance coverage. Instead of launching into sales pitch about which plan is best for me, Choon Yuan and Kelly focused on learning more about my background first, what insurance I used to have in the past. It is only after they have a clear understanding of my situation, then they recommend plans that suit my life stage and also my budget. I am so glad that I meet them and will not hesitate to refer them to my family and friends, thank you!