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!

You Liang (Software Engineer)

Ben is a very helpful and patient financial advisor. To begin with, the entire session is extremely insightful; It was full of reflection of one's own future financial planning. Ben did a great job in raising awareness and sharing of knowledge in terms of insurance, protection & financial planning for me. While at the same time acknowledging the suitability of different financial strategy for each individual. Overall, it is a stress-free & valuable session to all. No regrets.

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! ;)

Michelle (Assistant Professor)

It’s easy to engage the services of an Insurance Agent, but in my experience, a responsible agent is hard to come by. Benjamin is a god-sent after my previous agent went MIA. He is meticulous and paid close attention to my financial needs. There is no hard selling and I particularly appreciate the clear way in which he communicates policy details. Every discussion we’ve had was stress free. Every conversation feels like an informative conversation with an old friend. If you’re looking for financial planning advice, look no further.

Yukey Teng (Assistant Manager)

Benjamin is patient, helpful, detail-oriented and considerate all the time. Before I met him, I was afraid & really scared of those hard selling and misleading sales person. However, meeting Ben changed that perception because he will place understanding your needs and wants first, before proposing any solutions. Financial planning and advised given was useful. Ben updates me regularly on my policy as well as follow-ups when required. Last but not least, he is a very responsible person who treats his client seriously, considers their situation and is caring. No joke, he will nag at you when you make nonsense decisions (Hahahahah…)

Jiang Feng (IT Consultant)

When I first graduated from University, I was trying to find out ways to manage my finances better as well as being uncertain about what insurance was about. Ben was able to provide a clear overview as well as suitable recommendations that met my needs. I felt it is very beneficial for a young professional like myself.