Kok Wee

Before meeting Thomas, I already had a number of policies. Having bought them some time ago, I couldn't remember what they were about. Thomas gave me a refresher by patiently explaining the details to me before highlighting some of the shortfalls in my portfolio. I am very grateful for his help!

Praveen | HR

Based on my interactions with Thomas, he has proven to be very reliable and prompt with his replies. I mentioned to him a concern that I had regarding my current policies, and he proposed a solution that helped me to address it. He even went a step further and showed me how I could further optimize other aspects of my portfolio to suit my long-term needs. I am very pleased with the overall experience.

Suresh | IT Analyst

Thomas is very patient and detailed in taking me and my wife through the process of financial planning and the financial services he is able to provide. From my conversation with him, he displays great passion in financial planning and wealth management. He clearly understands my specific financial goals and needs to fulfil. Through our conversations, I find him to be highly efficient, dedicated, and thorough.

Limin | Human Resources

Thomas has this warm and nice personality that connects easily with people. He is attentive in listening and able to add value by giving me valuable advice. Thanks and keep up the good work!

Richard | Private Hire Driver

As a private hire driver, I meet many people with different personalities on a daily basis. Thomas was a passenger that I met a few months ago, and we hit it off instantly. Our conversation lasted for the entire 40-minute journey, and I felt comfortable talking to him as if he is a close friend of mine. Based on our conversation, I could tell that he is someone who has a lot of empathy for others. When we talked about his job, I was sure that his clients are being well taken care of due to his passion to help others and the empathy that he displays towards anyone he meets.

Marc

Thomas is a competent advisor who has excellent industry and product knowledge. He also takes his client's lifestyle and circumstances into consideration before recommending any solutions to help them achieve their goals!