I had the pleasure of working with Wei Ren and cannot speak highly enough of his expertise. His in-depth knowledge of financial markets and astute investment strategies have yielded remarkable results for my portfolio. What sets him apart is not just his financial acumen but his dedication to helping clients achieve their financial goals. I wholeheartedly recommend him for anyone seeking outstanding financial advice.

Choosing Wei Ren was one of the best decisions I made for my financial future. His approach is refreshingly personalized – he took the time to understand my unique financial situation and aspirations. The guidance provided was not only insightful but tailored to align with my goals. His commitment to client success is evident, and I am grateful for the positive impact he had on my financial journey.

Trust is paramount when it comes to financial advice, and Wei Ren has earned mine unequivocally. His transparent communication style and commitment to ethical practices instilled confidence from our very first meeting. I appreciate the honesty and integrity he bring to every aspect of financial planning. If you’re looking for a trustworthy advisor who truly has your best interests at heart, look no further.

Navigating the complexities of finance can be daunting, but Wei Ren has made the journey remarkably smooth and easy to relate. His accessibility and willingness to patiently explain intricate financial concepts have been invaluable. It’s evident that he genuinely care about the clients’ understanding and comfort. The support and guidance I’ve received have not only fortified my financial standing but also empowered me to make informed decisions. A truly positive and empowering financial advisory experience

Working with Wei Ren has been a transformative experience. What sets him apart is his proactive and forward-thinking approach to financial planning. He don’t just react to market changes; he anticipate and strategically plan ahead. This foresight has not only protected my investments during challenging times but also positioned me for long-term financial success. I highly recommend him for his strategic acumen and proactive guidance.

I am writing to express my utmost satisfaction with the exceptional service I have received from Caleb Goh, whom I recently engaged for my investment journey. I obtained your contact information through Caleb, and I felt compelled to take a moment from your busy schedule to convey my positive experience.

Caleb’s dedication, passion for his work, and commitment to assisting his clients have truly stood out. His professional approach and unwavering support throughout the investment process have made a significant impact on my overall satisfaction.

I kindly request you to extend my commendable feedback to Caleb. His exemplary service reflects positively on your team and is a testament to the high standards upheld within the organization.

Thank you for your time, and please convey my appreciation to Caleb for his outstanding efforts.  

Caleb is genuine as a person and friend. His willingness to to go the extra mile, always driven by a true willingness to help, attests to his personal character. When he puts forth recommendations, I can safely say it’s with the interest of my family in mind.

I met Gabbie at church and appreciate his reliability, honesty, and integrity. He clearly explains things and prioritizes my needs over pushing products. I trust him completely and recommend him to my network.

As a former colleague, I know Gabbie is honest and trustworthy. He presents financial information clearly, considering my perspective and helping me understand what matters most. He even saved me money on insurance! I highly recommend him.

Being brothers, I trust Gabbie implicitly. Not many people can reach me, and I am lucky to have a brother who works in this field. Being my brother, I gave him a chance and listened to him because I know he prioritizes our family’s well-being and expertly manages our resources. He ensures we understand everything before making decisions. I wouldn’t hesitate to recommend him to anyone.

My son introduced me to Gabbie, and I was impressed by his honesty and sincerity. He presented complex financial matters clearly and consulted experts when needed. He focuses on my needs, not just selling products. I confidently recommend him to others.

I met Zack in 2019 when I was looking to get a term life insurance policy. From then on, he is my only trusted financial consultant. Even though I never asked for anything from him, he has always taken the initiative to review my policies and ensure that I am well protected with the correct plans available. I like that he suggests policies and plans that he believes in or has personally invested in. He makes sure that his presentations are not full of technical/ financial jargon for the layman and are easy to understand. I highly recommend Zack as he is one of the best financial consultants out there with my best interests at heart.

Zack stood out among other financial consultants because of his ability to find affordable coverage plans that fit my budget. He’s direct, cuts to the chase, and understands my needs. He quickly analyzes my situation and provides updates even when further research is needed. I met him during national service, and I’m confident he’s the kind of advisor everyone wants. I highly recommend him to my network!

Zack went above and beyond as my financial advisor. We’re schoolmates, so trust wasn’t an issue, but he truly impressed me with his detailed and honest explanations of different policies. He cuts through the jargon and makes everything easy to understand. Plus, he follows up promptly and keeps me informed. I wouldn’t hesitate to recommend him to anyone looking for a trustworthy and straightforward financial consultant!

I initially met Zack on Instagram, which felt like serendipity as I was considering investments. While online connections can be risky, Zack’s professionalism and knowledge quickly built trust. He wasn’t pushy like other consultants, but rather comfortable, reasonable, and persuasive.

What truly impressed me was his personalized approach. He didn’t just offer generic products; he created presentations, analyses, and advice tailored specifically to my situation. He openly discussed benefits and potential pitfalls, ensuring I fully understood the risks and rewards.

Zack’s communication is fantastic – professional, concise, and easy to grasp. He readily answers questions and provides prompt, accurate advice. Without a doubt, I’d recommend him to anyone seeking a reliable and trustworthy financial consultant who prioritizes your individual needs.

Yi Xiang has always provided me his knowledge in his financial sector and advices me on decisions that is beneficial to me. I trust him with my insurance portfolio.

Yi Xiang has been my trusted Advisor since 2018, and there is no one else I would trust more.

He has always been able to explain policies very clearly and patiently, and always answers any questions promptly. Any requests or cases that I have were always handled diligently with the utmost care.

He has been a wonderful friend for the past 15 years and there is no one else I would look for to help me plan for my future.

Yi Xiang is a professional agent who has never shied away from spending extra time to find policies that suits my needs. He is always ready to follow up and answer any queries.

Yi Xiang is a prompt and responsive Financial Advisor. He has helped me with multiple claims and enquiries. He has been efficient and detailed when helping me out. I would recommend him to my peers to help them with making informed financial decisions.

As my Financial Advisor, Yi Xiang is very informed about the current financial market and would only recommend me products that are suitable for me and my family. We are very pleased with the service that he has given us. I trust him to handle my portfolio and lead my financial decisions in the future.

Jacqueline’s trails of achievements gave me the confidence she would be able to give me sound advice. She is patient and laid out options for one to consider, explain the recommendation clearly. Jac provides a quarterly update of how the personal portfolio is doing and also gives updates on the general market trend. This is useful to have an idea of how your personal portfolio is performing against the market.

Hayley is truly a caring and helpful person as a friend. She is also professional in her job and responsive as a financial advisor. Moreover, she will propose plans and solutions according to my financial situation and budget. I will highly recommend Hayley not only because of her good qualities she has, but she is also able to provide comparison services across different companies.

Prompt, precise, friendly, and approachable – these are the best words that I would describe Hayley since she had been my financial advisor since 2017. Patient whenever I have any queries on any policies and always keeps me up to date on my portfolio. I am assured to have her helping me with my financial planning for my retirement.

I have known Hayley for more than a decade and since our teenage days, she showed lots of care and concern whenever I was down emotionally or financially. I am a person who likes things to be straightforward and direct, don’t like lengthy conversation, and she was able to meet all my requirements and standards and I am very grateful for that. She is also willing to go the extra mile in helping my family out sincerely and genuinely. She gives great advises and always keeps me updated. I dare to vouch for her that is a great adviser and friend.

I could always count on Hayley to address my concerns with regards to insurance and financial planning. Not only is she fast in responding them, she is also patient and tries to understand my needs before proposing any plans. She has a way of reassuring clients and make them place their trust in her, furthermore she is not pushy. I’m sure she puts her heart into handling all her client’s portfolio & treat each and everyone of them as a valuable friend. I cherish this friendship and I wish that more people will discover this incredible side of her.

Hayley is my go-to-agent who has been helping me for a few years now, and she does a brilliant job in addressing all my financial planning needs! She listens to my concerns and gives me advices and recommendations that suits my budget. Sometimes the plans can be complicated but she breaks down information that make understanding a breeze. I cannot thank her enough for all her hard work and effort she has put into optimising, and ensuring that my family’s portfolio is well taken care of. She is a pleasure to work with and I highly recommend her.

Hayley takes her client’s needs seriously and she is very prompt when addressing to my concerns. She is very professional by giving advices and plans that suits my financial situation. I feel very comfortable with her too as she is not pushy about her products. I have confidence and 100% trust to have her handle my portfolio and financial planning in the upcoming years till retirement.

I was recommended to Jacqueline by a friend, and I chose her from among many financial consultants because she is systematic in her explanations and patient with my numerous questions. I felt I had the space to clarify any doubts, which gave me more confidence in the decisions I made.

Jacqueline stands out from other agents or bankers because she is approachable and upfront about the pros and cons of the plans she offers. She can tailor her advice to suit the different stages of my life.

I appreciate that her financial analyses and presentations are clear and systematic. She also provides prompt updates, so I am always informed about significant changes. If I have friends who want to know who my financial advisor is, I will definitely recommend her to them. I have found her to be a great help in organising and planning my finances in a way that makes sense for me.

Jacqueline is one of the most hardworking and conscientious Financial Adviser we have met. She has a very sincere personality, is diligent in following up, and is patient when going through details with us. We feel very assured with her and trust her with our portfolio.

I first met Jacqueline through my cousin, who introduced me to taking on a role as her personal assistant for 3 months. She became my trusty FA in the period following that 🙂

Firstly, the irony here is that Jacqueline never once did ask me to take on any plans with her. As a matter of fact, I decided to choose Jacq as my FA only after having directly worked with her, which gave me an objective understanding of her commitment to her work. An experience that really struck a chord was her answer to the question “why did you leave the bank?” – she did not believe in selling plans “to hit a quota” but rather, she is dedicated to the greater cause of simply helping people achieve financial security. While this was just a casual statement made over lunch, she has shown me the follow through in her actions. I have seen firsthand her fervent passion towards her work and how she goes the extra mile to secure a complex claim for her anxious client. She is also always attending workshops to constantly upgrade her financial knowledge and keep abreast of the latest industry developments. I chose Jacq after making these observations as her personal assistant as I feel that she is an FA that will work in her clients’ best interests rather than to simply just “push for more sales”, I admire her strong work ethic and trust in her ability to help with planning my finances.

Prior to choosing Jacq as my FA, I have spoken with several other FAs. She is different from the rest in her genuine approach to financial advisory. She works in the best interests of her clients and has never pushed me to get any plans which I do not want or need. On the contrary, she feels saddened when she encounters clients who’ve had their previous FAs contract them to hefty yet unnecessary plans which wound up being financial liabilities. In these cases, I have seen her work extra hard in her attempts to rectify the damage that was done and help her clients with the best course of action moving forward. Jacq’s transparency in her work. sa refreshing sight amongst the recent boom of FAs who join this industry to make a quick buck and do not really care about their negative impact on the lives of others by forcibly pushing plans which turn out to be detrimental in actuality. Jacqueline is honest about what she can or cannot do, and is extremely dedicated in servicing her clients to help them improve their finances. She provides prompt updates on any new developments to any insurance/investment plans, and makes helpful suggestions to provide the greatest benefit to her clients.

The decision to purchase an insurance or investment plan is a commitment and Jacqueline fully understands this from the clients’ perspective. She does not pressure her clients into making ill-informed decisions, and instead passes on her extensive knowledge about the industry and the market to help the people make better purchase decisions. She is extremely professional in her work, which I presume comes from her many years of FA experience. She created presentations to highlight key points and help me better understand what exactly I am getting myself into – such as drafting a useful side-by-side comparison between the various available plans and taking the time to fully explain the pros and cons of each plan. She also promptly addresses my queries and effectively quells any uncertainties. I appreciate her comprehensive support in helping me to make an informed decision about the plan which I purchased. Additionally, she has created a knowledge-sharing platform (via her telegram channel AND personal whatsapp messages) to consistently provide her clients the latest updates on industry/financial developments and general events in Singapore/the world. As a fortunate recipient of these updates, she has equipped me with greater financial awareness. In terms of follow up, she has also been nothing short of wonderful. She responds in a timely fashion (even at 2am!), swiftly and effectively processes insurance claims, and demonstrates attentiveness to her clients. Even in an incident whereby I did not proceed with the claim, she still took the initiative to check up on my health following that. It heartens me to know that she really does care about the well-being of her clients. The cherry on top of the cake (in a literal sense) was the wonderful care package she sent me (some time back and in no-way connected to the posting of this review) which included some yummy muffins and fruit snacks to brighten up my day.

Will I introduce Jacq to my network of friends? Yes, 100%! Good things must share. Jacqueline has made a positive contribution to my life with her FA services, and I would love for others to also experience the benefits that I have gained. I support her earnest approach to financial advisory, and truly believe that Jacq is one of the most dedicated and awesome FAs you will meet out there.

Having known Jacqueline for some time, I have validated that she is very passionate in what she does. She is very committed and responsive to her client’s needs, and is diligent to ensure I have complete understanding from her analysis. before making any sound financial decisions for my entire family. My wife, kids and myself will love her by our side for years to come – as a close friend and dedicated financial consultant.

Jacqueline was recommended by not one but two good friends of ours. We have met many advisors and she is the best we have dealt with. She was proactive (but not pushy) with her engagement. She took time to understand our situation and gave us a good analysis of the different options available. Very importantly to us, she was patient and did not try to push for a closure at each visit. we did not feel obliged to purchase any policy with her. She is also very efficient and responds to our queries and requests quickly, following through on our requests without delay whenever we need her help. Highly recommend!

I met Jacqueline when I was purchasing my first property and she was my mortgage specialist. Over the course of the last decade, I’ve met and worked with several Financial Consultants. However, till date Jacqueline’s value continue to outshine her peers in this industry. Her desire to get to know you and understand your personal situation and stage in life helps her to map the right financial instruments. When combined with her strong sense of integrity, I feel that I am always in safe hands and I can be 100% upfront with her, without judgement.

Jacqueline is a July Baby, born in the same month as me! She understands me and has been honest with all dealings and only wants the BEST outcome for me. Jacqueline is more than an agent and banker to me, she’s someone I can confide in. Her analysis is fundamentally strong and backed up with data. Her presentation is conducted as much as possible in layman terminology and she prompt with follow ups. She is objective centric to an individual’s needs and will not push any products to anyone because she is chasing a commission.

Jacq and I go way back, almost 8 years now, from our time in a previous company. Trusting her has always been easy. One standout memory would be the countless hours she’s spent training us, ensuring every detail is covered. Her genuine care for the team, coupled with her passionate drive, has been a guiding light. Our team gatherings and bootcamps, orchestrated by her, have been monumental in forging a cohesive, friendly team culture.

Under Jacqueline’s leadership, our team has risen to her high standards of industry knowledge and client service excellence.

Every day with Jacqueline is a lesson in growth. Her guidance is unmatched—from those yearly reviews where she encourages me, pointing out areas for improvement, to her genuine concern for my well-being. I remember this one time I was coughing non-stop, and she went out of her way to get me special medication. And when my back was acting up, she made sure I got a massage to help. It’s these moments, big and small, that showcase her dedication not just as a leader but as a genuine human being.

Working with Jacqueline is nothing short of enlightening. She’s the epitome of dedication and brilliance. Every day with her offers learning and growth. One standout moment was seeing her tailor-make a solution for a unique client situation. Her ability to juggle mentorship, learning, and client care never ceases to inspire me.

Jacqueline is not just a mentor; to me, she’s family. From my very first steps in this industry, she’s been the guiding force, the caring sister, offering unwavering support. Those initial challenging months could have been overwhelming, but with Jacqueline’s consistent check-ins, both about work and my well-being, I found the strength to persevere. Her dedication to not only her profession but also to the personal growth of those around her is truly commendable.

Jacqueline is the kind of leader who doesn’t just tell you how to do things but inspires you to strive for more. She blends vision with empathy, making us feel valued and understood. Each interaction is a lesson in leadership, and her trust in our capabilities stands out for me.

Jacq is an exceptional director, known for her meticulous attention to detail, eagerness to assist, and openness to diverse viewpoints. Her willingness to consider varying opinions ensures decisions are both well-informed and inclusive.

I’m grateful to have a supportive manager who shows me my blindspots and how I can do better in my career, as well as a training ecosystem at Infinity which is very good and comprehensive.

I was looking for a mentor who knew what she was doing, and an environment that had a strong ecosystem, with adequate training and a good support system, and what I experienced at exceeded my expectations. I’m surrounded by top performers in the industry and they’re very open to sharing insights