My financial advisor, Susan Tan.

Years back we have sought Susan’s services and advice on planning for our financial security in health coverage and estate planning. Since then she has been continually updating us on our needs during the different stages of our lives. She has achieved doing this in a very professional manner and her astute advices provided have really helped us tremendously.

Susan has always been caring and engaging in explaining complex issues thoroughly in relation to the various Financial Plans, particularly reassuring us the integrity in your dealings with us. Her continual advice on financial planning issues has saved us significant amounts of money.

The expertise and attention to details with which she has handled our financial affairs could not be better. Nothing would give us greater pleasure than to see her scale to new heights in the Financial Planning Industry.

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.

Kok Seng's greatest strength would lie in his dedication and commitment to customizing his services to the clients needs. Rather than use standardized models and fit the financial status into it, he takes the time and commitment to understand the needs and wants of the client, before proposing a detailed plan on how the client can go forward to achieve that goal over a long horizon. Kok Seng can be seen more as a friend rather than a financial planner. He takes time to talk to you and know you on a personal basis and goes beyond his scope to ensure that your welfare looked after. With him around, I can have an ease of mind as I know that my financial needs are being taken care of.