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EXCELLENT Based on 60 reviews Posted on Zong Han Low Sam has been my financial advisor for the past few years. With his knowledge about the various financial products and willingess to explain things thoroughly, i feel that i am in good hands.Posted on B en Nothing but great experience with Wei Sheng so far! Always enjoy our conversations and he's been well prepared and resourceful on both the insurance and finances pillars- which is not something every advisor has or doPosted on Janice Ng Tyler is someone who is helpful and sincere in whatever he does. He is also meticulous and careful in his approach. He has been my advisor, from many years ago when fresh out of university till now. I can see his eagerness to learn and motivation in his work, growing in his career, experience and confidence. I feel secured with him as my advisor as trust is important when it comes to investing with my hard earned money! Not to mention of course, his knowledge and ability in explaining in layman's terms ensuring my understanding of the complicated game of investment.Posted on Susan Lai Highly recommended jensen ! He is so professional,patient and knowledgeable ,very fast respond as well..you will not regret find him to become you financial advisor ☺️Posted on AJ I highly recommend Jensen from Vantage Advisory Partners, he is patient, helpful and always willing to go the extra mile to serve his customers. He has also serviced my parents and they have rave reviews about him assisting them for their various plans.Posted on Swapna Swapna I cannot express enough how pleased I am with the outstanding service provided by Gerald, my insurance agent. From the very beginning, he demonstrated a level of professionalism and dedication that sets him apart. His attention to detail and thorough understanding of my insurance needs were evident throughout the entire process. He took the time to explain policies, answer my questions, and ensure I felt confident in my coverage choices. What truly stands out is the prompt and efficient manner in which he handles any inquiries or adjustments. It's evident that customer satisfaction is a top priority for him, and it reflects in every interaction. In a world where personalized service can be hard to come by, my insurance agent goes above and beyond. I feel genuinely taken care of and appreciate the peace of mind that comes with having such a reliable and attentive professional managing my insurance. I wholeheartedly recommend my insurance agent to anyone seeking not only excellent coverage but also a seamless and customer-centric experience. Thank you for your exceptional service Gerald!Posted on Jamie Lee Tyler has been our trusted financial advisor and friend for many years now, needless to say, we value his honesty and advice when it comes to planning for our family’s future and finances. Tyler is one of the most genuine and caring advisors out there, and he takes the utmost care in making sure every aspect of our lifestyle and budget is taken into consideration, while helping us cover any blindspots we may have missed out on. We look forward to growing our portfolio and deepening our relationship with Tyler over the many years to come. Thank you for taking care of us!Posted on MD Adam Wei Sheng (Sam)'s a good friend of mine from secondary school who's been my financial advisor for the last 3-4 years. I appreciate his refreshingly no-pressure approach and honest communication, where he prioritises my needs, and explains my options clearly. Finding life insurance with a pre-existing back injury wasn't the easiest - it was only after months of applications (and numerous rejections!) were we able to secure the coverage that I needed. Thanks to Wei Sheng's tireless efforts, I can now breathe easier knowing that I'm protected, proving that sometimes, the best financial advisor is the one who never gives up on you :)Posted on Muhammad Shariff Nasrun Jaffa Yongzhen (Jenn) has played a pivotal role in addressing my family’s financial planning. We have known her for a few years now and the only regret was that we have not known her earlier! Jenn has been genuine and professional in rendering her services where our sustenance has been her priorities rather than upselling of any products to meet her ‘targets’. We were impressed that she would have diligently researched other products available in the market so as to address any queries by us. Her calls for meet ups includes updates on the current changes to National Policies in ensuring that we understand the changes and implications that it might have on our portfolio - no mention of selling products at all. Given her advices, we managed to see real profits (despite the short time horizon) in our investments while being assured that our basic coverages are managed progressively with having enough cash flow for potential emergencies/needs. If you require someone who is trustworthy, Jenn is the person you should look out for.Posted on Vanessa Eng I first met Gerald Low through my mom back in 2019 when I was still pretty young, so I was naturally a bit skeptical. Fast forward five years, and I can confidently say that Gerald has become an indispensable asset in managing not just my portfolio but also those of my fiance and MIL. Gerald is, hands down, the most genuine and authentic financial advisor out there - consistently putting your best interests first and tailoring his services to whatever stage of life you're in. His exceptional patience shines through, as he has diligently answered every question I've thrown his way. I vividly recall taking a whole year after our initial meeting to confirm any new financial products (who does that right?) - a testament to his unwavering commitment and responsiveness, always taking the time to provide comprehensive explanations. Gerald's expertise is not only extensive but also displayed with a remarkable level of detail and a commitment to going above and beyond. I love the personalized touch he brings, and his monthly updates on financial trends keep things interesting. Gerald's your guy if you want a financial advisor for life!
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