COMMITTED TO
Protecting Your Family
Touching Lives with Heart (Hard) Work
Living (Leaving) Lives without Regret
HAVE A QUESTION? DROP US A MESSAGE AND WE WILL GET BACK TO YOU SHORTLY.
COME VISIT ME AT MY OFFICE
Singapore 159963
371 Alexandra Road, #02-02
(+65) 9450 2788
Empowering Lives
Your Way
HAVE A QUESTION? DROP US A MESSAGE AND WE WILL GET BACK TO YOU SHORTLY.
COME VISIT ME AT MY OFFICE
Singapore 159963
371 Alexandra Road, #02-02
(+65) 9450 2788
Our Value Added Services
Wealth Management
At different stage of your life, you have a unique set of concerns, & we understand you. We provide professional advice based on sound financial planning norm, as well as our extensive working relationship with tens of thousands of families.
Employee Benefits
For HR practitioners & management, employee engagements & presentism may be your main worries about sustaining a lean & effective workforce. We provide 24/7 reliable & strong corporate support for more than 1 in 3 employees..
Our Unique Selling Points
Featured Testimonials
Really appreciate Chris for his short session with me. His presentation was sharp and straight to the point with no hard selling of his company's products. That made me feel at ease and more open to his opinions. Overall I would say he did a great job in trying to understand my needs before jumping into any recommendations. I also gave some advice on how he can incorporate some slides to enhance his presentation as well as save some time from the writing. Was nice meeting him. Thanks, Chris!
I sincerely wanted to thank you for the help that you provided in settling my claims with AIA. It was heartwarming to see your concern for your clients needs. You were extremely prompt and swiftly managed the claims process for us. I would like you to know that we truly appreciate your hard work in assisting us in this very crucial recovery period. You not only came to our rescue when needed but also provided us with regular updates regarding our claims. I am sure AIA is very fortunate to have such a good worker in you. I hope that you keep up the good work and continue to support your clients. Once again, a heartfelt thank you for helping us out.
Look forward to working with you in the future.
Chris have deep knowledge on his products. His step by step pie circle model provides a very clear view of what is covered / not covered in a glance.
It’s often that we take insurance for granted and have the “Aiya next time also can do” mindset. But when I met Chris, he has helped me to view things in a much different perspective and helped me better understand the different insurance & how each have certain purposes. Compared to other insurance agents I have in the past, he is the only one who goes an extra mile to educate us & help us grow little by little while others I feel just let thins slip after they get your signature. Little things like having a file for us to keep our policies & keeping us updated were small actions but these small actions made us more comfortable & assured to have someone like Chris to guide us along through our journey. I’m thankful and blessed to have met Chris who is like a brother to us & someone who we know we can get help from in this aspect when we are lost. And Chris, thank you for your service so far, looking forward to the journey ahead!
Chris provides a detailed and systematic explanation of insurance policies and important areas that a client should look out for to ensure that the plan he/she is buying is the most beneficial and logical. I hope to understand more from him in the future when I’m at the next financial milestone of my life.
Thanks Chris. You are a very professional health insurance consultant, detailing how the plan works and more importantly you rely on video conference tool to explain complex things with illustration and highlights. The tool is very helpful particular in the time when we cannot meet in person.
Chris is knowledgeable and is able to provide answers to my queries. He is confident in his work I look forward to working with him in future.
Liyuan is very passionate and knowledgeable on what he is doing. He was very clear in explaining the overall concept and the important areas to focus on with the help of diagrams. He tries to understand my current situation and only introduce what is best for me. I am very appreciative of your sharing.
Chris 很耐心很专业,也很礼貌,在经过和Chris交谈后,我对于新加坡的保险和就医流程有了更深的理解,也对AIA的保险的条款感到满意,他也和我全面的分析了各种保险的利弊,哪一些比较适合我,哪些将来可能会用到,总之,Chris是一个很专业很尽责的经纪,我很感谢他提供的服务。
Chris is a dedicated financial planner who is conversant on the available products and prioritises his customers’ needs and requirements. He was able to customise his offerings to effectively plug the necessary gaps in the coverage, even proactively giving suggestions and proposals along the way. His dedication and promptness gives me a strong sense of assurance that my insurance needs are in safe hands.
I am someone that knows little about insurance. But Chris always ensure that he explains everything. When he sense that I’m confused, he will still patiently explain everything again if need to. I referred him to my company HR corporate solutions department.
Chris has been a great advisor and is very professional considering that he has just started out. He has showcase a wealth of knowledge on his products and has also presented his ideas and products clearly and transparently. He has advised me with various helpful framework to build up and financial literacy and to help me better understand the various products out in the market. It is always a pleasure to consult with him.
Liyuan is a dedicated financial planner and a great friend. He works hard to understand my individual needs, offering constructive and tailored suggestions to supplement my existing portfolio. He is patient in explaining every detail of the products he recommends, and I feel comfortable working with him. Would definitely trust and recommend him to friends looking for financial advice! 😊
Hey Chris, thanks for spending the time walking me through my current phase on life and giving me really constructive and different perspective of things. I really like your offers, though I am currently with another agent, I feel you will be 1 would look forward to working with in the future. Thanks for the effort and good job on the presentation 👍🏻 P.s. I really feel that the angle of your pitch deck can be used in some of my corporate pitches as well 😛 Thanks for sharing.
Prior to my conversation with Chris, I had no knowledge on insurance at all. Through the session, Chris has helped me to understand the different types of insurance plans and also how we can go about customizing a one that suits me the most. He also went through the extra effort of going through my existing policies and compiled them together into a deck of ppt which was very clear and easy to understand. Even when I had many questions, Chris was very patient with me and shared different examples to help me with my understanding.
When it comes to customization, he showed me the different plans and matched them according to the priorities that I had. He was also very assuring that he will be there to help me at every step that I need.
I’m glad I made the right decision to have this chat with Chris, and now I gain a financial planner and a friend who I can trust in my future financial planning arrangements. For the work that he does, I’d describe Chris as someone who is sincere, professional, goes the extra mile and values each and every one of his client. Anyone will be lucky to have a financial planner like Chris!
Liyuan is a reliable and reassuring financial consultant. He is well versed with the different policies available in the market. Importantly, he listens to our needs and will only recommend products (even if pays a lower commission) if it fits our needs.
I felt that the short sharing session was insightful and it allowed me to have a better understanding of the various types of insurance package. Also, one key takeaway is not about getting the most expensive insurance available/ you can afford. In order to ensure comprehensive coverage, it is more important to have sufficient amout for different types of insurance. Thanks for your sincere sharing session. Hope more people get enlighten by you.
Chris has provided great financial advice and strategies for my financial planning. He is well versed in his financial products and is more than willing to go through the details to compare the products from various companies and provide the best for you. He is patient in finding out your needs and wants to customize a best fit solution. He is genuine in his intentions and will provide a solution to the best of his abilities. I have benefited well from his services. He has taken the time to explain the various financial products that I currently have, compared various new products that I expressed interest in and helped me to arrive at a well-informed decision. I will definitely recommend him to provide financial advice to my loved ones.
Chris has been dilligent in understanding my needs and meticulous in doing his 'gap analysis'. Through this, I've managed to identify important areas where I'm not covered, but require coverage. I'm thankful to him for that!
He has been quick to respond and has always followed up almost immediately. This is something that is important to me, especially when such issues pertain to health, and wealth.
I've known Chris for about 15 years, and he has always been genuine. He has been genuine in serving the people that trust him, and genuine in offering his help. This spurred me to continue having all my policies with him.
Chris is able to help me understand Protection & Wealth Accumulation clearly, and to create an overall strategy for me, which is exactly what I had wanted. And as a brother, we are able to click much better, talk more freely, and I like the customization done by Chris. In the past, I had bad impressions of consultants from various companies, and I worried about them having my interests at heart. I don't want to be buying products on ad-hoc basis, nor do I want overkill level of protection nor to make another mistake as I have made in the past. With Chris, I feel confident and more empowered about my future.
Thx Chris for time. Appreciate you pointing to me the basis of hospitalisation coverage, which addressees my gap. Very structured discussion, awesome knowledge know how & carries a calming effect.
The Strategy Model sharing session was useful in sorting and listing the financial tools that we may require at various life stages. My wife and I have benefited from this as it allowed us to discover our financial planning blind spots. We also enjoy the Chris' warm attitude, and his fine balance of professionalism and sincerity. It will be awesome to have Chris help us as we progress through the life stages.
Chris is someone whom I have worked with before in RSAF. My first impression of him was he was proficient in his job scope. It was the same when he engaged me during the consultation. Even though he is relatively new in this line of work, I think his knowledge can be comparable or even better than those that have been in this line for years! I can tell from our consultation that he is genuine and sincere in wanting to help me achieve sufficient protection and wealth for my life and I think he will really go a long way in his career.
Thank you Chris for taking time off to provide such a comprehensive explanation (understanding what the policies are about, and areas to look out for). I appreciate your sharing & chartering the way ahead.
Very earnest in understanding my financial needs, patient yet persistent in reaching out to me and informing me about what AIA vitality is about. Doesn't try to sell me something before understanding my needs.
I’ve benefited from Chris sharing in terms of the overall concept financial planning, in terms of the 3D’s, and that investment & protection goes hand-hand. In terms of insurance, you are paying with both money & your health, which is something to keep in mind. He also understands the priorities and needs of individuals, so I think it was very helpful to work with him. The solutions are more tailored to an individual, and not like a broad selling. It is also good to know that it’s a building block thing, progressive in nature, you don’t really feel pressured to get everything set up in a go. It is a good process for me.
Liyuan has been really helpful and sincere in providing financial advice to my husband and I. We often engaged in long talks and he is very willing to explain in great details on things that we do not understand and guide us in all the details. We feel very assured by letting him handle our policies and knowing that he will be there to help us. His passion for financial planning is shown clearly and this comforts us greatly as we know that we can work together in the years to come.
Being someone who is new and unfamiliar to insurance policies, I really appreciate Chris for his patience in clearing all my doubts and answering all my queries. His dedication gives me a sense of assurance that my insurance needs are in safe hands.
I have spoken to many representative from different agencies, but none has won my heart until i met Chris. His presentation skill is superb. He did a very good homework by looking through all my policies, did a review with good recommendation. He make sure customer are clear with his explaination. All customer enquiries were written down and discuss to clear customer doubts. Overall, customer need and satisfaction his top prorities. Thanks!
In his sharing session with me, Liyuan managed to distill the complicated mechanisms and concepts behind insurance in a clear and consise manner for me. I also appreciate his focus on helping you understand what you should be striving for in your current situation and how to best protect yourself now and in the future.
Chris, an electrical engineer by training, impressed me with how well he communicated with his concept. It is something that I’ve never heard before, and it provided me with a clear overview. I will give a 9/10. He knows his stuff very well, and how to help me customize & save money. Most importantly, he did not hard sell. I’m someone who will never sit down with any consultant for more than 15mins, but we took close to 45mins during the first sharing over my lunch time.
Chris is very objective and systematic in providing me with financial planning knowledge. He is able to set realistic expectations and offer new perspective which value added my financial planning journey.
Chris is a very outgoing and friendly advisor. I am grateful to have him as my advisor because of how thoughtful he is with his follow-ups consistently. He also doesn’t hold back on informing us the benefits of our plan in the future and encourages me to have a plan that can secure a stable future. Apart from explaining the benefits of each plan we got, he also goes the extra mile to ensure that our documents are sorted out perfectly so that we do not have to worry anymore. Having Chris as my financial consultant really ease my mind and he is a really great person to work with.
Chris is a talented and hardworking person. I personally think he has the best traits which is attitude to learn and teach any people in need regardless of status in any form. Appreciate so much for his advice and short sharing so that i can improve on my financial status. His explanation are concise and helpful whenever there is feedback from my end. Excellent advisor. Highly recommended to have.
Hey Chris, just wanted to say thank you for your help in our financial planning. I've never seen anyone work so hard like you do, even to the small details like the printed paper dividers in the file (most agents typically just give a blank file). What you're doing us very helpful to others and we sincerely hope that you get your MDRT, cuz it'll reflect on the number of people you have helped. Great service and professionalism even as Andrew's friend. We appreciate what you're doing for us. All the best!
Chris is an exemplary Insurance Agent. He takes pride in his work and is very delicated. His patients is commendable especially working around my pockets of free time. He never fails to follow up with me from time to time. His excellence professionalism in the RSAF has carried him to new heights in a brand new field. He has made investment and savings looked easy for me to understand. He tailored a finical portfolio according to my needs. He is not just a typical Insurance Agent but everyone’s “Friendly Guy Next Door” always a text or Call away. Wishing you all the best in ur future endeavours.
Liyuan is responsive and genuine in his dealings. I liked what he shared with me about protection and financial planning during our initial conversation. He is well prepared when we meet and will follow up if he isn’t sure of something. Looking forward to a long-term partnership with him.
My wife and I had most of our insurance needs in order when Chris first contacted me. I figured it might be good to get a second opinion, so I let him take a look at the various policies we had. I was impressed with Chris' complete objectiveness in analysing our needs and how he did so with our considerations and priorities! Chris helped us think through what we wanted to achieve with our policies and proposed ways in which we could work towards achieving what we wanted. Throughout the whole discussion, it is clear Chris was focused on helping us figure out exactly what we wanted, and then delivering on that.
So, if you've no idea what you're doing with all the policies you're buying, or you just want someone to take a second look at what you've put together, or if you don't fully understand what insurance policies should do for you, I strongly recommend you have a chat with Chris.
I like that your sharing is customized, like you take into consideration my current stage in life. You're patient in your explanation and consider my thoughts. You also give advices that are catered to me instead of being very general. Thanks alot for your sharing.
I think you differentiate yourself from the other agents because of 你用心. I believe you will go very far and very successful in this trade brother.
Thank you Chris. You’ve been helpful in answering all my queries in the past conversation and made things clear for me.
Chris is a dedicated consultant who is detailed in his work. His in-depth knowledge allows him to explain clearly and carefully to ensure I understand all the different policies. He truly cares for his client and knows which products are most suitable based on my needs.
Liyuan is a dedicated friend and a diligent worker. From a young adult to another young adult, I can trust him to review my financial needs at a personal level and for many years to come.
Thank you so much for the prompt service, from the bottom of my heart. My husband said he loves your service, he has many insurance agent in the past but there isn't any follow up. We have recieved our reimbursement from AIA.
A short appreciation note to Chris: In my recent dealings with you being my family's new insurance agent from AIA, you have been following up closely and constantly updating us on the progress of our claim which made our claim process very much easier and hassle free. A thumbs up for your dedicated service and you are certainly a great asset to AIA and your team.
Thank you once again.
Chris was very patient and detailed when explaining to me. I admired his passion and his willingness to share his knowledge. A trusted friend whom I am willing to entrust him to take care of my financial portfolio.
Chris is knowledgeable and makes concerted effort to ensure that he is clear in his explanations. He guided me through everything step by step while constantly making sure that things are within my requirements. He welcomes any questions and always encourages me to clarify my doubts. He is definitely someone easy and good to talk to!
Chris’ sincere and passionate disposition definitely makes me feel like I’m in good hands. He is meticulous in his explanations and makes sure that I’m comfortable with my choices. He’s a great advisor to have!
I'm humbled n grateful, for your thoughtfulness, which is a gift, I will always treasure. I'm touched beyond words. Today is a Great Day for every Sporean to remember for phase 2 release as a joyful escape!
The experience of consulting Chris on medical insurance is very good. You have good knowledge & I get to learn more & if I need it. You explained very well. Thank you.
Chris provides a top-down approach which not all consultant do. It is very structured, more focused on the individual serving the client, rather than the product itself, which is a refreshing perspective. He is forthcoming with queries, which is key in building trust in the long term. He is easy-going, and shows enthusiasm in the whole sharing.
Chris has been a great advisor and offered a well thought out, customized service to suit my needs. He did not push products out but rather, chose them based on my personal needs and requirements. All policies were explained in depth to give me a better understanding and helped me make a sound decision.
Getting advice from Chris has proven beneficial in re-evaluating my current portfolio. I have realised what is lacking in my existing coverage and it can be better optimised as I age. As such, I was recommended policies that were most suited to my needs. Chris was able to answer any doubts and queries that I had, no matter how far-fetched they get at times. Explanations given were clear and thus easily digestible. I have full faith in the plans that were introduced to me, and I’m sure I will be thankful to Chris in the many years to come.
Chris is a well mannered and patient listener. He provides sound and reasonable plans for consideration. He never fails to ensure that I understand the different concepts of protection & wealth accumulation. He shows deep understanding of his products and presents them well. He also gives deep assurance of the products that he recommend.
A short appreciation note to Chris: In my recent dealings with you being my family's new insurance agent from AIA, you have been following up closely and constantly updating us on the progress of our claim which made our claim process very much easier and hassle free. A thumbs up for your dedicated service and you are certainly a great asset to AIA and your team. Thank you once again.
Liyuan (Chris) was clear and coherent in explaining the different kinds of insurance that an individual like myself should have. He was detailed in his explanations & took time to understand what I currently have in my insurance coverage, asking the right questions to give me good advice. He was not pushy at all & inspires confidence. Someone I would recommend to friends if they are looking for insurance advice.
Chris sharing is very enlightening, refreshing, and provided a sound second opinion. Remind the plus and what to look out for in the future. Good perspective.
One of my policy was re-assigned to Chris as my consultant had left the company and I am happy that Chris has taken the time to contact me and arrange for a meeting as soon as he had received the assignment. Chris has demonstrated his professionalism in not just taking care of his own clients but also taking the same interest in those that he took over from others.
During the meet up, Chris has provided a thorough presentation and information about his area of coverage and expertise. I am confident that Chris will be able to assist me in my insurance needs and his wide area of coverage will allow me to work towards a holistic approach in my insurance, estate planning and retirement matters.
I am definitely looking forward to my next review with him.
Chris presents himself to be a knowledgeable and patient financial consultant. Above all, he cares for your individual financial needs, and strive to meet your needs to the best of his abilities through detailed planning and consultations. Financial explainations can be deterring for most individual with no financial knowledge background, but with Chris, concepts and explaination were made simple to understand. More importantly, you can trust that he will be there whenever you require his expertise, rendering his usual 101% effort.
Chris is very patient and clear in explaining the various products that tailor to my financial needs and aspirations. Advice rendered was sincere and helpful. Above all, I trust him.
Chris explains very clearly on the concept of insurance & gets straight to the point without confusing us. He is very friendly and patient. He allows us to ask any questions and will be very willing to share and answer all of them openly. He advises us on what is the most suited plan based on our personal needs. In fact, he also volunteered and took over my existing plan (AIA) & helped me understand it better.
你的服务态度很好哦 直接说明了我们想知道的东西,很棒👍
Chris has a burning passion to serve his clients. He is honest, fair and more importantly he catered to my specific needs making sure that I am well covered. What touched me was that he knew I would not be buying from him on that day yet he took time of his busy schedule and did a very thorough review of the current policy I have. His patience and passion is unbeatable and I am confident that he will continue to be professional in serving his clients.
Knowing Liyuan as my senior since university days, he is someone who is always very confident, reliable and positive. I have seen him grow as an individual from the RSAF to being a successful financial consultant, and grow as a loving husband to Chew Long. He is someone whom I will trust to look for financial advice and I'm confident that my loved ones and I will be protected financially if we were to engage him as our financial consultant.
Chris is a talented and hardworking person. I personally think he has the best traits which is attitude to learn and teach any people in need regardless of status in any form. Appreciate so much for his advice and short sharing so that i can improve on my financial status. His explanation are concise and helpful whenever there is feedback from my end. Excellent advisor that is highly recommended to have.
Chris & Ivy's presentation are very clear and straight to the point. It is easy to understand and helps me to start planning as a 1st time parent. I see value in the possibility of partnering them in future review.
I have always known Liyuan to be a sincere and responsible senior from university days. He takes pride in carrying out his duties well, and this has translated into a strong sense of professionalism as a financial consultant. During our first meeting, I appreciated that he didn’t oversell, instead taking the time to understand my financial goals before providing key advice. Trust is a key factor to any partnership, and I feel at ease knowing that I can trust Liyuan to place my interests as top priority.
Both of us can really feel that you are sincere and genuine when sharing with us, which is why we believe that you can achieve so much in such a short time. I think your knowledge is good, and your sharing provided a refresher, with another 20% of new information. It is good that you specialized in both insurance and also investment, which stands out from the rest, as consumer nowadays just want to look for one person to handle everything. You came in to tell me based on my salary, my living style and composition of my family, how much I should put into investment, what kind and how much insurance should I buy since I already got certain plans. First meeting is purely on sharing & no product sharing. Recommendations on the 2nd meet up are based on customization (not only 4/3/2/1) as to how much should I contribute to the insurance & investment respectively on a monthly basis.
Chris' sharing with me was clear and informative, and easy to understand. He has taken difficult concepts and explained it in simple layman terms so that I was able to have a clear understanding on each and every policy AIA has to offer. Most importantly, he shows a tremendous amount of patience to answer my every query and doubt I had. Thank you, Chris!
When Chris first contacted me about financial planning, I was not keen to meet. I told him that I have sufficient coverage and wealth accumulation policies. I am paying what I can afford on all these products. Chris explained that the meeting was not to sell products, but to get to know each other better professionally and also to share his own experience and what he as a consultant can do. Skeptical, I obliged.
During the sharing, I actually enjoyed the conversation we had. It was not the typical “when do you plan to achieve financial freedom speech”. Instead, he was more interested in finding out the financial issues in my life at the current moment and sharing how and what he can do to solve those problems. Granted, financial freedom is the end goal, but many times, people in our early 30’s have bigger issues at the present moment to deal with, such as mortgage repayments.
Even though I am experienced in finance, such as researching and investing in stocks and bonds, I felt that the session was meaningful and I definitely learned something. I was also impressed with Chris’s attitude. There was a genuine personal touch even though he knows I was not going to be buying anything from him that day. I am sure that I will approach him in future.
Liyuan gave great advice, as he broke down the concept of Total Financial Planning. Through his sharing, I have seen where the possible gaps are in my financial planning. Thanks Liyuan!
We would like to say thank you very much for your professional service. We could feel your sincere and effort to customised the package to meet our requirements. Your prompt responds and professional attitude always leave us a good impression to show u are a reliable agent. This is the reason we will always support you and recommend our friends to you.
Greatly appreciated you bringing along your property specialist friend once you know that we have some doubt on property investment. All this caring actions has made us indirectly build a good relationship and always support you as a family friend. Thank you for your hard work, and wishing you all the best in helping many others.
Chris is very well versed in explaining his work and is responsible in ensuring his delivery of the best service for his clients. However, in order to get his points delivered effectively, he can sometimes try to speak a little slower. Nevertheless, it has been an enjoyable experience working with Chris.
I found Chris's approach to be different than what I have heard from others in the past. While their sharing was based on stages of life (short term, long term, marriage etc.), Chris based his sharing on disease, disability, and death. I found this to be more straight-forward and in tune with why people do financial planning in the first place - to safeguard against such misfortunes. This shows that he is focused on covering the basic needs, and is honestly concerned about his client's well-being. Great sharing!"
Chris has help me understand what i would need in order to protect myself in the future with the right budget. He is well knowledgeable about his field out work and is even able to explain the terminologies in layman’s term so that people new to insurances/consultations could easily grasp the idea of what is important. I really thank him for his help in this start up.
Chris showed professionalism and enthusiasm when explaining his role as a financial consultant and his ability to customise and enhance my portfolio. I look forward to working with Chris to gain his all rounded advice on financial matters. He is definitely a trusted friend that I can rely on.
Chris knows his stuff very well (regarding hospitalization protection plan). The 1hr consultation with him was very informative, and I had a better understanding (overview) of healthshield to make an informed decision. I am very satisfied with the sharing & service.
Today's concept sharing by Chris was like an alarm clock for myself, coming from a metaphorical perspective. It was beneficial in terms of reminding me that there are multiple ways to optimize my financial planning based on my comfort level and risk management. Typically, I don't spend a lot of time thinking about financial planning because of work and current lifestyle. But Chris was able to explain the concept in a simple manner. So I was able to take in key pointers such as the 3Ds and 4321 breakdown. Overall, the sharing served as a good overview.
Chris is a genuine person who makes dedicated effort to understand his clients and places their needs before all else. He takes pride in being a knowledgeable planner and constantly puts effort to upgrade himself in order to serve his friends better. I would recommend Chris to anyone who is looking to review their financial needs.
Chris is a dedicated, friendly and understanding advisor. He explains patiently to my queries. And, he do helps me to understand what insurance policy or plans that suitable for me. I have confidence he would provide a best advice to me.
I knew chris since 2009 as a friend. He is very knowledgeable in financial planning skills and added value to my knowledge on financial planning as well. He listened to my financial needs and provide advise accordingly.
He advise financial products that meets my needs and constantly updating me on new products that will interest me. Despite being young, chris has vast experience on advising for other clienta. He used his experience to guide me on understanding/ developing my financial/health needs.
I would definitely recommend his services to my friends/colleagues.
I believe you are truly an enthusiastic and genuine person when providing your advice and services. I appreciate the effort you put in when our demands were on short notice and requires significant time and effort, yet you delivered on our requests. We felt that we have benefited from your knowledge sharing session.
Chris was well prepared for our meeting and gave a good overview of AIA. He took his time to listen to my concerns. He catered a plan according to my needs and what works best for me. Throughout the session, he provided me with valuable information and encouraged me to read up more on insurance and wealth planning so that our future sessions will be fruitful. Overall, Chris is friendly and will definitely make you feel comfortable during discussions on financial planning.
Chris's methodological approach to help you understand the realities of your finances, it is thorough and easy to understand. Unlike current perceptions of financial advisors, he gives you time and space for your personally assess your needs.
I knew Chris from when we were project officers in the same department. I have always known him to be a passionate and purpose-driven person. As an advisor, Chris continues to be sincere and generous in his advice and efforts to share his knowledge. Even though I did not have any plans or budget to take up any plan with him, he still took time to study, sort out my existing policies and provided his recommendations and highlighted issues that I need to take care of. Despite not giving him business, he was patient and repeatedly reminded me to stay committed to myself and my family. From this, I know that he is sincere in helping people manage their resources and plan their lives to achieve their life goals. Thank you, my friend!
Chris has good knowledge of the available products in the market. He is efficient in following up with us regarding any queries about policy matters and ensures that my family's policies are relevant to our needs. He is understanding about our concerns and takes time to meet up with us to discuss about our coverage and recommends suitable products that we may need. After having bad experience with other consultants in the past, Chris has regained our confidence in AIA through his personable demeanor.
Ever wondered what is the game plan of your life? A 30-mins of Total Financial Planning sharing will provide you with an overall customized strategy to optimize your resources.
HAVE A QUESTION? DROP US A MESSAGE AND WE WILL GET BACK TO YOU SHORTLY.
COME VISIT ME AT MY OFFICE
Singapore 159963
371 Alexandra Road, #02-02
(+65) 9450 2788