Testimonials

Don’t just take our word. Hear what our clients say about us!

What our clients say

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Tan Siew Hui
Aesthetic Branch Manager
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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

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Chee Sze Kiat
Engineer
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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.

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Nui Hua
Accounting Admin
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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.

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Muhammad
Back-End Web Developer
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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.

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Abraham
Civil Engineer
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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.

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Joan
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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.

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Khor Jun Xiong, Eric
Recruitment Manager
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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.

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Vyan & Soe-Na
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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!

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Benjamin Wu
Sales Engineer
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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.

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Sarah
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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.

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Zhang Junyao
Preschool Teacher
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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.

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Matthew Lim
Director of Matt’s education
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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.

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Wei Lun
Self Employed
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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!

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Lionel Oh
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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.

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Yong Mai Fong
Sales Manager
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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.

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Khairul Azhar
Senior Operations Executive
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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.

What our team members say

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Zu Wei Ren
Wealth Associate
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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.

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

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Angelia Phua
Secretary
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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.

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Hayley Huang
Wealth Manager
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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.

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Zack Wong
Wealth Associate
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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.

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Gabbie Chua
Wealth Associate
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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.

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Caleb Goh
Wealth Manager
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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.

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Wendy Teo
ex-IFA
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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.

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Leon
ex-Auditor
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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

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