I met Shaun for financial advice, including insurance policies. Shaun left little room for any lack of trust as he took effort to explain and show everything at every step of the way, from organizational structure to T&Cs to his portfolio. He presents information in a very structured and data-driven way, and is very meticulous and structured in his work. He was also ready to tailor his advice and recommendations according to my preferences and needs. He is also easy to converse with and very quick to follow up. Would recommend Shaun to anyone.
– Rachel L, Doctor
Shaun is able to meet my busy time schedule to explain the different policies to me. He is able to answer my questions and provide sound advice for my insurances and investment. He does not hard sell and is not pushy. He gives me enough information and time for me to make decisions on the plans. Also great thing is that he has multiple companies’ policies so i know i am getting the best value for my money.
– Jonathan Lim, Research Coordinator
Shaun patiently went through the financial calculator with me, helping me to gain an overview of my finances. He is kind and spontaneous in answering questions despite his busy schedule. He is different from other financial advisors as he is open to listen and focuses on value adding to his customers instead of focusing on clinching a deal. As a person not trained in finance management, Shaun gave me sound materials and information to help me in managing my finances and addressed my concerns about taking money from the ‘safe’ to invest and grow my portfolio. I strongly recommend anyone who wants to make their money to work for them to meet Shaun and listen in for the valuable knowledge he has!
– Weng Chiun, IT Engineer
Most beneficial for me is the recap and overview of my financial report. Every now and then, Shaun would catch up and keep me up-to-date with how my my finances are and if there is a need for further enhancement to my existing policies. I appreciate the fact that we took several sessions to allow me to mull over decisions before signing up for any policies.
– Mardiana, Teacher
Shaun has taken the time and effort to understand my financial situation and has performed calculations to fit my financial goals. During the meeting, he appropriately suggested a list of policies that targeted my financial needs and I did not feel any pressure at all in signing up for those policies. It was a very pleasant experience that and I would definitely recommend this meeting to others who are starting on their financial planning.
– Li Hao, SAF Regular
Shaun has opened my eyes to a whole new level of financial planning. Sharing best practices, helping me figure out where I’m currently at with my financial planning and how to move towards my goals. His sharing/advice is holistic, equipped with excel computation and projection to give a better overall view on the various possibilities in financial planning. Even though just meeting him over zoom, it has greatly exceeded my initial expectations. Kudos Shaun! All the best!
– Amelia Ng, Auditor
The Explanation during meetup and Pre-appointment homework was a great touch . The eagerness to help, tones of honestly gives sincerity towards the service. Great Job , What sets him apart was the Pre-appointment which he prepare the different solutions . Throughout the meeting , Professionalism was well exercise in his actions.
– Sii Legend, Enginner
Shaun has been very professional and patient in guiding me through the products and multiple questions/concerns that I raised. He made me feel confident towards going into the products that he recommends. Biggest discovery was that i can actually invest in my CPF and grow capital at area where I didn’t know is possible, yet at the same time knowing the invested capital is liquid. This meeting is fruitful given it Introduces me to different funds alternatives and the company’s investment methodology, while showing real time examples that make me feel assured that my capital is on good hands.
– Oh Jun Jie, Auditor
I totally had no idea about funds work until Shaun shared with me the cost averaging function. He was very patient and genuine in recommending ways I can grow my wealth both in CPF and cash to meet my financial objective. He was clear and concise in presenting the investment concept and the different types of funds. I would highly recommend anyone who is interested in investments to have a meeting with him.
– Shi Min, Logistics
I had a very positive experience working with Shaun! We started with an overview of my financial goals which enabled me to have a better understanding of my finances. He is also able to provide good explanations of the different products in the market. I also appreciate that he answers my many questions quickly and sincerely.
– Shi Ting, Analyst
Shaun helped me to know more about the specific topics I was interested in, so he tailored the session to my needs. He also gave me more helpful information that I was interested in, so I felt that I also learnt from the session how to grow my finances.
– Isabel, Audiologist
I found the meeting really beneficial in pinpointing areas of improvement in my finances. Shaun is very objective in helping me meet my financial milestones in life. My biggest discovery was that I may have underestimated the finances needed for a milestone in my near horizon. I enjoyed the session as Shaun is a friend and you can sense that he cares about your prosperity and peace of mind. I would recommend him to anyone who wants to get started
– Justin Low, Assistant Engineer
I found the part Shaun showed the time line of my wealth and expenditure beneficial as it showed the predicted state of my financial health. I realised I could save even more cash while getting covered for more protection. Some of my early agents were just out to sell any policy that they feel i could benefit from without realising the actual cost compared to actual Budget. The later agents also did an overall financial review of my portfolio on hand but don’t really take steps to recommend better options. I think the meeting fulfilled my expectations as i know better how to reallocate my salary to more beneficial policies.
– Sufyan T, Fitness Trainer
Shaun is very straight forward with what I lack in financial planning and helping me with my interest to invest. He was able to fit in a few more insurance plans and came up with detailed explanation on planning for retirement. This is my first financial planning session as Shaun was recommend through a family member. I would definitely recommend Shaun to others.
– Reffy Tan Hui Qi, Billing Officer