Chiang Teck Fung (Retiree)

I can only summarise Benjamin in 3 words: Helpful, patient & responsible. Helpful: Despite not being the agent that sold us the plan (he took over the policies as our previous agent was not doing a good job), and having to take over with many backlogs, Benjamin went the extra mile to ensure all our pending claims and doubts are addressed. He's been a great help even outside of financial planning; I was having trouble figuring out how to pay my electricity bills online as well as requiring to clarify certain medical check-ups SMS, Benjamin was there to guide me step by step even though it is not within the scope of a financial advisor. Patient: Benjamin went on to explain and update me on my existing portfolio. He was very professional and gave me a very detailed yet neutral updates. I had many questions especially when it has been sometime since I was updated on my portfolio. This is especially true in terms of a policy that I've gotten recently that does not seem to fit my objective. Benjamin patiently explained to me the advantage & disadvantage of the policy. I am very thankful for his timely advise as I've gotten this policy under the wrong impression and Benjamin was able to guide me through it and break down information to easily understandable pieces. Responsible: After having to experience a very bad encounter with my previous advisor (not picking up calls, not submitting claims for me). I made it a point that the next financial advisor I get must uphold a high sense of responsibility as I do not want the same situation to repeat itself. Though I did not voice this requirement out, Benjamin has been very proactive, responsive and even despite there being hiccups in the claims process (AIA require a more detailed breakdown on my bill), he never failed to update us or return our call when required. I am very assured with him taking over mine & my family's entire portfolio. Thank you for servicing me!

Chan Family (Scientist+ IT Engineer)

Benjamin is a responsible and helpful agent, who does his job very well. He makes sure that we get the plans best suited for our family and when we needed his assistance, he was fast to reply and to take care of matters, so we didn’t have to worry about paperwork or payment. He makes sure to follow up on us and sees that everything is alright. He is very patient to explain policies again and clarify any questions when we are unsure. We feel well taken care of with him as our agent.

Yunhe (Pilot)

Benjamin is a very dedicated and experienced agent who does his job really well and always does not mind going the extra mile to make sure our policies and well-being are well taken care off. He is very meticulous when planning for our family’s policies and will always keep us updated frequently along the way. He ensures that we are well insured and is in good hands. Benjamin is not pushy in sales, and will only recommend whatever that caters best for our family and children’s needs which makes us very comfortable throughout this financial planning journey with him. To add on, Benjamin is also very knowledgeable and familiar with his products which is a huge bonus for us as it makes me and my wife feel extra assured with his recommendations. His responsiveness and dedication to his job makes us have zero doubts that he will always be just a phone call away if we need any further assistance too. Hence, we are really grateful to have him as our existing agent and will not hesitate to look for him again if we need to purchase more policies in the near future.

Eng Kiat (Consultant)

Ben has been an awesome advisor! For the entire recommendation process, he goes through everything in a clear and systematic way. Running pass every detail to ensure that you are well-informed about your policies. Ben puts in the effort to understand my situation - from my financial goals to my views on health protection - without imposing his own beliefs and judgement. I'm genuinely satisfied with how the plans recommended truly fits my bill. 10/10 would recommend!

Sherro (Director)

Personally, I’ve not had very pleasant experiences with financial advisors; I felt that most of them never really understood my needs nor sought to meet them. However, after my first sit-down with Ben, he managed to completely change my perspective and, in turn, made me realize why his role is so important. He was very patient and clear with his explanations and put in obvious efforts to make the process very comfortable for me. I am happy to have my policies under Ben and would recommend anyone to seek Ben out. He won’t fail you.

Zhaomin (Engineer)

Benji came to me with a refreshing perspective on financial planning. I like how he explains the 'What' & 'Whys' (this is important) instead of going straight to set financial goals and sell the products. I also liked and enjoyed my sessions with Benji because there is no hard-selling, and that made me really comfortable in all the meetings. To you who is looking for just a listening ear, you should hear Benji out :D And good luck with your financial journey with Benji! ;)