Client Testimonials
MEET MY TRUSTED ADVISER!
"I got to know Aaron through my husband and ever since then, he has become my most trusted Financial Adviser.
Aaron has been of great help to my family especially on restructuring the family's financial portfolio to save more and get a lot more value! They assisted me in saving about 10% of my annual contributions, increased the overall coverage by 5 years and increased my critical illness coverage by 20%.
If you are looking for a trusted financial professional that cares for your needs and listens to you, look no further!"
PLACED 1% OF CONFIDENCE IN HER, SHE EARNED THE REMAINING 99% CONFIDENCE.
"I got to know Andrea from a friend of mine. She was very caring and have since become a friend of my family.
Andrea is very customer orientated and very patient in explaining everything. She has very smooth processes and very good follow up. She provides excellent services and has taken care of myself and family's financial needs. She has helped me, in terms of my personal finances and optimized my portfolio, by saving annual contributions and increased my coverage. We are now working on building more passive income, for my retirement and I look forward to her advice on how to achieve my retirement goals.
She is very different from my previous other agents, who don't care about my claims and queries and only focus on selling me a plan, and ignoring me there after. I am glad I have placed my trust in her."
"I have known Crystal for a few years and I can vouch she is a reliable and trustworthy Insurance Agent. She is very amiable and kind in personality. She would go beyond the extend and visit me personally to collect my claims and check on me when I had an injury due to an accident. She has been very responsive towards my questions and I will continue to engage her expertise in the long run. Thank you, Crystal, for your excellent work! To her potential clients, I would really recommend to look for Crystal as your agent!"
"Noel was introduced to me by my sister a few years back, he has provided a wide range of financial advisory services which includes everything from Wealth Estate Planning to Estate Planning. Most importantly, he is not pushy towards closing the deal and he listens attentively to what my needs and concerns are.
Noel provides frequent updates on my insurance portfolio and also his keen market sentiments, which effectively helps me with making the right investment decisions.
Recently my husband and I engaged Noel to set up a Trust for Estate Planning purposes. With his advice and meticulous planning, we now have a piece of mind for our son's future."
HOLISTIC ADVICE WITH CARE
"Prior to meeting Andrea, I had always been skeptical and had a wrong perspective of Insurance. When I 1st stepped into the corporate world, a decade back, insurance was rather expensive and as a young adult, I had prioritize my lifestyle needs of wining and dining over financial security. As I entered into my 30’s, financial security, blanket over my hospital bills, and setting aside savings and planning for retirement, became fundamentals that I know I have to start establishing. I count it my blessing to have been introduced to Andrea by my friend.
Andrea assessed my portfolio and I have learnt that Insurance is actually affordable and she was able to tailor relevant policies according to my needs and budget. She’s earnest and shows true care. I particularly like that her company is like a brokerage where they represent multiple insurance and financial institutes, as such, she was able to compare plans across different companies and offer me the most comprehensive and competitive plans. All thanks to her, I feel very secured and well prepared for the future. I now have accidents plan, hospital bills coverage, investments that yield me average of 6%-8% returns , and whole life plan with early critical illness and disability coverage etc."
IF YOU ARE LOOKING TO SAVE ON PREMIUMS
"Aaron has been my financial adviser for a number of years now.
Aaron has assisted me on saving premiums and increased my coverage for Early Stage Critical Illnesses by more than 60%. The revamped solution now comes with option to claim multiple times for various Critical Illnesses.
Thanks to Aaron, not only do I save on premiums, I’m better covered without the need to fork out extra cash flow!"
MEET SOMEONE PROFESSIONAL AND KNOWLEDGEABLE!
"Aaron has been a close friend of mine for over a decade and he is very well-versed, professional and knowledgeable in his scope of financial advisory work.
Before meeting Aaron, I always thought that I was already well covered. Elevation Partners went through with me the details of my current plans and to my surprise, not only am I inadequately covered, I was also overpaying for them. I feel really grateful to Aaron as I managed to save 40% on my premiums and increased my overall coverage by 25%!
With these amount of savings, I can better use the money for wealth accumulation purpose and achieve higher interest rates! That will bring me one step closer to my retirement!"
DEDICATED & ENDEARING
"Fiona is the most dedicated consultant I have ever met. She came into my life while I was in a down period, where, I found out I was sick. Me during then was emotionally strained. Fiona was very very kind and patient to listen to all my woes.
She came to meet me so so so many times. She also came with me to the Insurer building and CPF building to help me clarify my finances.
She is by far, the best consultant I have met! Not only is she very detailed, making all the comparisons for me, giving sound advice, I can also tell she has all the love in her work and in her clients <3
She was introduced to me by a dear friend, and I am very thankful for that!"
INCREASING CASH FLOW AND BENEFITS OF PORTFOLIO
"I am honored to have Aaron as my Financial Adviser because I have benefitted from their recommendations immensely.
Aaron has been a great help in terms of managing my financial portfolio. I have recently reduced my annual contributions by almost 40% and increased the overall coverage by 20%. This would not have been possible if it's not for Aaron.
I highly recommend Aaron to individuals who need assistance in increasing their cashflow without losing the core benefits of their existing portfolio."
"I was referred to Crystal by my mother, I will
definitely recommend Crystal to my friends too. Agents like her don’t come by
often, she is knowledgeable and thorough in her service.
I had several experiences with other advisors so far, I did not have any after
sales service and I seldom hear from them. Crystal is different, she is the
only one who took time and effort to service and took care of my family
policies.
She is very frank, she does not beat around the bush and I appreciate that.
She’s very detailed and she will explain everything from A-Z, informs me of
everything I need to know, the pros and cons of every product."
