I am currently engaging the help of Kok Seng to help me manage my investment portfolio. His dedication and professionalism has been one of the factors that stood out to me, as he spends time to explain the range of financial instruments and the areas to focus on to diversify my portfolio and to maximise the potential of my investments. More importantly, he works with you on your current finances to determine the amount you should be spending on investment so that you do not overstretch yourself, while adapting the financial investments to your needs. Kok Seng is able to help you with managing your finances and not just investment, such as areas of tax and loans, etc. He is very knowledgeable in many areas and will not hesitate to help you to have better oversight of and managing your finances. Definitely a trusted advisor.

Nicholas is a true professional who goes beyond his capacity to ensure that you, as his client benefits from his service. His integrity has marveled me; he firmly believes in recommending products that suits me, and not the expensive ones.

Susan has managed my portfolios for decades, the significance of having an advisor that has a long staying career like hers is because of the increasing need to review and adopt new risk management measures. On top of risk management and insurance, she has also assisted with wealth planning and distribution, and trust planning on a personal family basis. I will definitely recommend Susan for any Private Wealth or Corporate advisory needs.