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.
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.
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!
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.
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.
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.
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!
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.
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.
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 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.
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.
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
