These real life stories are shared with the permission of the clients involved.

We hope that these examples will help you understand the importance of having a trusted professional in the planning process.

905, 2016

A Helpful and Trusted Agent is The Most Important

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A Helpful and Trusted Agent is The Most Important This email was sent to us by a client and with the exception of typographical amendments, we have left it unedited. Mr Larry Ho, 45, Manufacturing [...]

2801, 2016

Medical Insurance…Not always about Dollars and Cents

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Medical Insurance…Not always about Dollars and Cents Aaron, in his 30s Since Sept 2015, I've been having abdominal pain and I went for a colonoscopy to check if everything is ok.  The results came back [...]

2710, 2015

In Client’s Words…How Insurance Helps Even When No Claim Was Made

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In Client’s Words…How insurance helps even when no claim was made Mr Fian, Boutique Manager in his early 30s I met Siew Ling for the first time in 2009. I had a lot of friends [...]

2508, 2015

Lifetime Retirement Income? It’s really not that hard to attain!

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Lifetime Retirement Income? It’s really not that hard to attain! Mr and Mrs Goh, Civil Servants in their late 30s.  It has truly been a joy working with this couple. They are great savers and [...]

2007, 2015

Financial Planning is a Team Game, Remember To Look After Your Teammates!

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Financial Planning is a team game, remember to look after your teammates!   Ms C, age 31, Executive I first met Ms C 9 years ago in a roadshow at Suntec City and through a Care [...]

1606, 2015

Retiring Early? It Is Really Not That Hard.

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Ah Meng had 14 meals on Monday, 0 for the rest of the week. Therefore, he had an average of 2 meals a day. The statement above shows how statistics can often be misused and [...]

Disclaimer :

“The information provided herein is intended for general circulation. The views are personal opinion of the writer provided for reference only and do not have regard to the specific investment objectives, financial situation or the particular needs of any recipient. Henceforth, the contents shall not be construed as an offer or solicitation to buy, sell or subscribe for any investment or life insurance product or the giving of advice thereof.”