Happy clients who have enjoyed the excellent service from our professional financial advisers.

Our Illustration illustration

Ms Jacelyn Lim

Uber Print

I am glad to have Chalysta who had consistently helped me in my family and my financial planning for the past 3 years. She is very approachable and sincere, and has a natural ability to make us feel at ease as she gave financial advice based on our financial goals and risk tolerance.

Recently, she has helped my dad structure his retirement savings for long term passive income. I was impressed when she had gone the extra mile to suggest a method to maximise his income with the same amount of premium we had initially planned for. In addition to having financial expertise, she is trustworthy and responsive to any needs or queries we have.

I would strongly recommend Chalysta to whoever that is seeking for suitable products that truly meets your needs.

Client of Chalysta Sim

Ms Melissa Anderson

Real Estate Agent at Propnex

Chalysta is one of a very immaculate financial adivisors I have met. She will understand my need and condition before offering the best for my situation. Ensuring that i am all covered within my budget.

I have made claim before and she will keep checking if there’s an update to the status. Very responsive and smooth in doing the claim.

I will recommend Chalysta to everyone who is looking for someone who is caring, detailed and super friendly.

Client of Chalysta Sim

Mr Quek Seong Hock

Retiree

我从2018年就认识了伟杰,他帮了我和我家人理财和投资,希望你能做得很好,加油!

Client of Rupert Chia

Ms Shirley

Teacher

I have followed Magdeline for many years. She has not only been a great financial adviser, but also a friend with whom I can chat over a cup of coffee. We've talked about everything from work to family. She is patient and friendly, always willing to listen to your financial concerns and offer the best solutions without hard selling. When I was worried about my retirement plan and will, Magdeline addressed my concerns immediately. I feel fortunate to have her as my financial adviser because she is very responsible. I highly recommend her to anyone seeking financial advice. You can ask her anything, and she will explain everything in detail until you fully understand.

Client of Magdeline Son

Mr Kenneth Wan

Senior Scientist at Samsung Biologics

Ewald is a caring and attentive adviser who listens carefully to your needs without pushing for unnecessary services. He always responds in the shortest time possible and is always available to provide advice. I am very satisfied with his services and will recommend him to family and friends.

Client of Ewald Teo