Benjamin serves me as my insurance advisor. He is easy to get along with and creates a safe environment for you to share your needs with him. Recommended that you try working with Benjamin.
Tan Kian Hui
Self-Employed
Benjamin is a fantastic financial services consultant who carefully evaluated my needs in financial planning. He had put in effort to produce a personal financial report for me and took time to explain the details behind current insurance plans. He always puts his clients’ interests first and was patient in answering the doubts I had. I would definitely recommend Benjamin as a financial services consultant for those who are keen to know more about the plans out there in the market.
Kowsalya Balakrishnan
Physiotherapist
It is great to have Benjamin take care of my investment needs. He has done a good job in closing my retirement gap, taking into consideration both my short-term and long-term needs, my age as well as my current financial situation. During the planning phase, Benjamin put in extra effort to draw up detailed data analyses on past investment performance. He also illustrated clearly the potential risks involved. His explanation on his proposed portfolio was clear, and the option of receiving dividend payouts matched my requirements. After Benjamin’s presentation, I was more comfortable and better informed on the fund selection for my investment portfolio. I also appreciate the additional time Benjamin took to answer all my questions, as I needed to understand all the specific details before proceeding with the investment. He has gained my trust and I would definitely recommend him to my young working adult children when it comes to investments and building wealth for their future. Thanks Benjamin!
Toh Soo Inn
Finance Manager
Benjamin is very patient in his explanations and clarifying of my doubts. He’s always willing to assist in any related queries or engage in casual market discussions.
Schneider Kee
Banking Operations
If I can use two words to describe Benjamin – it would be patient and understanding. He is keen to listen to your needs before recommending a portfolio. If you are looking for someone to navigate the uncertainties of the investment world – he would be a good place to start.
Jack Luar
Postgraduate Student
Benjamin has helped me in my financial planning & setting of both my short-term & long-term goals. He provides comprehensive, open & holistic sharing to keep me well informed on the different portfolios that are invested. He is not the pushy kind of advisor. Rather, his patience & commitment to serve others has provided me with the assurance to entrust my portfolios into his hands in the long run.
Daniel Chang
Medical Sales Representative
Benjamin is very patient and knowledgeable. He makes me feel empowered with the relevant information I am interested to know as well as the areas that will benefit me! It is great that I am able to communicate my worries or concerns to him with ease.
Jan Relador
Management Associate
Benjamin is very attentive and helpful. He did a lot of research and preparations for the types of insurance I requested, comparing the different companies according to my financial needs. He also gave insightful financial advice while not being pushy about it, which was something I appreciated. He also communicates as necessary regarding any plans or updates on my insurance. Overall, I’m glad to be working with him for financial matters.
Magdalene Chua
Research Officer
Benjamin is passionate and devoted to helping others with his work. It is undeniably impressive how he prepares materials personalised for each of his clients, including me. Benjamin is very knowledgeable and he gives good, assuring advice. I appreciate how he is always patient with listening and answering all my queries.
Tang Kai Xin
Research Officer
Benjamin is very knowledgeable, sincere and friendly. He would take time to understand my current financial situation and interests, before offering his recommendations and providing me his professional advice on the various investment opportunities. I am very thankful for his invaluable service in managing my portfolio!
Ong Ying Sin
Allied Health Professional
My Money Musings 