Credentials
Success Stories
Mun Wai has been a very trusting and reliable advisor friend. When my previous advisor left me for dry, he picked up my portfolio and over the last several years have optimised it for good growth and returns. The constant communication and discussions we’ve shared has not only given me confidence in the future prospects of my portfolio, but the knowledge shared has provided me great value.
Trust and faith has been the basis of my relationship with Joyce, added on by her sincerity and integrity in her profession, knowing that one’s investments are in really good hands.
“Chee Keen has been excellent in the handling of my financial investments for many years. Passion, knowledge and a genuine interest in achieving the best for clients is what he has been.”
Chee Khoon has been managing my investment portfolio for couple of years now. He is very diligent in managing my investment portfolio, gives me a constant update on the risk and market chances, assist in reducing any upcoming potential risk in my investment. Chee Khoon is a very patient and approachable person, he takes time to explain every query being raised to him, a very professional financial planner that I would highly recommend.
Mun Wai provides excellent service. Very responsive to client requests. Top notch product knowledge.
“Joyce has been a great help taking my husband and I through our financial planning steadily through the years. She always takes the trouble to explain and is never ever pushy! We are not big risk takers so working with Joyce is good because her approach is to make our portfolios grow at a steady pace.”
“I have complete trust in Chee Keen in managing my investment portfolios from day 1 I knew him. With his vast experience and excellent professionalism, he keeps me well informed and actively monitors my funds as if they are his own. I have no reservations in recommending him to anyone who is looking for a trusted and reliable UT consultant to help us earn more money!”
Chee Khoon has been working with me since 2016 on my financial portfolio. He’s very approachable and takes the time to explain everything diligently. He is also usually very prepared and makes things as convenient as possible without much hassle, which I appreciate.