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! |