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.

Roy Lance (Engineer)

Ben and I have been friends for more than 10 years. When he told me he wanted to pursue a career in financial consulting, I knew that I can trust him with my financial future. He was meticulous and detailed about the policies - which I felt was necessary for my financial stability & understanding. At the same time, he patiently updates the portfolio summary every time to depict a clear picture of the pros & cons of each individual policies. Ben was determined in ensuring that I am familiar with the policies before moving on. I would highly recommend Ben as your financial advisor should you be looking for one! To Ben, keep up the good work buddy (son)!

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!

Geraldine (Administrative Executive)

We were referred to Ben when my policies lapsed. He was really honest and detailed when explaining my current policies and the gaps in my portfolio. Ben also shared what would be be a better fit according to my current financial situation. He is extremely patient, sincere and answers our queries efficiently and professionally with empathy.

Guo Ren (Senior Executive Assistant)

Financial planning with Ben has always been a fun and interactive talk. He has put into various concerns and plans that you have voiced out into considerations of your current financial status and advise you accordingly. He will not make the session into a situation whereby he hardsell you additional policies. I would recommend him to be a friend that you can speak about your concerns and he would recommend policies that would help you resolve those concerns.