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!

Ebenezer Chan (Doctor-In-Training)

Benjamin is someone I've known since my secondary school days & I can say that he is definitely passionate in helping others with financial planning. He ensures that we meet up at least once a year to update me on all the relevant policy changes & review my financial priorities. True to what others have feedback about him, he is patient, concise & knowledgeable in his explanation. Needless to say, I enjoy my annual review with Benjamin as it is always an informative session on my finances while catching up with an old friend.

Deeban (QA Analyst)

I managed to catch up with Ben recently, who was a friend I made in University. Just like he was then, he was extremely patient and helpful in understanding my current policies and needs. Based on those, he managed to table up a few recommendations to further enhance the effectiveness of my policies and what are some things I should take note of when signing up for new policies. I would strongly recommend Ben to anyone who is looking to take up new policies or looking to kickstart on their finance portfolio, mainly because he does not hard sell policies, but rather he seeks to understand what one's needs and wants are before offering his recommendations. Way to go Ben!

Adli (Consultant)

I’ve known Ben for 10 years, and all this time I’ve always been impressed with his ability to make something complex really easy to understand. His explanations of the various policies allow me to clearly understand what I have and what I am lacking in my coverage. His analysis is detailed and succinct, and his recommendations are always suited to my current and future financial situation. I thoroughly enjoy every session with him as not only does he not hard-sell, he carries himself professionally and with a pleasant smile throughout :) I would highly recommend him to everyone. Keep up the great work Ben!

Abel (Editor)

Despite having previously worked in the financial industry, as well as its advisory arm, I can confidently say that Ben is one of the best advisors I've ever had the honor of coming across. His aptitude is nothing short of excellent, but the area in which he really shines is his unique genuinity that is (though commonly sought to be replicated) often difficult to find. Ben has gone out of his way to advise and service me on numerous fronts, from suggesting and providing comprehensive coverage packages to helping research and even referring relevant professionals with regards to other financial matters that may fall outside your traditional advisor's purview. It seems to matter not what exactly you're looking for in an advisor; I'm pretty sure Ben has it all.

Jovin (Sales Engineer)

I initially got to know Benjamin through a mutual friend. I found him very nice and approachable through our interactions. Fast forward a few months, I reached out to Ben to share more with me on AIA hospitalisation policy as I was planning to get a hospital plan in Singapore and was looking at the various provider. After comparison with another agent, I have decided to engage Ben’s service as his sharing was very clear and ensured I know what coverage I am getting. Ben went the extra mile to help explain my Malaysia's policies that I bought without knowing what I gotten then. His clear explanation as well as patience in ensuring I understood the policies provided me with the confidence and assurance I needed. I definitely recommend you to meet Ben and give him an opportunity to hear him out. It might be more beneficial than you think! Thanks for the best support Ben, to many more good conversations ahead!