What they are saying…
“He makes great effort to understand my needs and priorities, and gives advice tailored to my needs. I appreciate the clarity he has given me in relation to what my priorities ought to be in my financial plans. I recommend him to anyone looking for advice on wealth planning (and have done so).”
Kirsten Koh
“He is a sincere, thoughtful and professional wealth planner. He does not hesitate to place his client’s interest before his. There was no fluff and everything was transparent. I have truly enjoyed my wealth planning journey with him and am looking forward to the many years ahead.“
Sharon Yeo
“Wee Khai show great attitude and ethical in his job. He not only understand his job well, the most important, he understand his client well. Without him, my family financial planning and investment protection planning cannot come so far. This is not the end, but is the start of another great chapter in life a waiting to be written. Thank you Wee Khai for all these year.”
Alex Tay
“We knew each other since 2006. Wee Khai left the Engineering Industry to join the Financial Industry as he believes he could help more people who need his advice and knowledge, to have more security and a better financial life. Indeed, he uses his analytical skills to help clients plan for the future. He is knowledgeable about what he sells, and is committed to do what he says and believes. He treats his clients like his own family member, and shows his care, trust and loyalty. I have no regret to choose him as my adviser in financial planning.”
Victor Gian
“I call Wee Khai my Financial Consultant, because he is the only one who makes it a point to thoroughly understand my portfolio and coverage. He would highlight to me if I’m over-insured in certain areas, or which policies I should not cancel because they were good policies. He can even remember most of my policies better than me!”
Carrie Yap
“It started on a platform of trust – & that was absolutely vital – a trust that was augmented by industry expertise. It is a combination that is really hard to beat.”
Md Shamir
“Face-to-Face meetings still hold a personal touch in the midst of Disruptive Technology complementing client services or even capable of totally bypassing the traditional intermediary layer. Our reviews and meet ups have always proved to be fruitful with sharing about our insights in our own expertise.”
Hadiyanto
“Thanks for helping me design the right coverage! Your clarity and patience definitely helped me understand what’s missing in my portfolio! Great job and am looking forward to our subsequent review meetings!”
Kent Teong
“Provided a holistic view in the planning process, helped with the comparison of the different and confusing plans offered by different insurers, wasn’t pushy and hence was quite sure that Wee Khai had our interests in mind and happy with the experience.”
Geraldyn Lim
“The Portfolio Summary really helps a lot, allowing me to know my Coverage and Total Premium. The Safety Net and Lifestyle Clarity process gave me much needed direction towards planning for my future, which I did not know was lacking. The resultant practical measures suggested to suit my profile and needs are a much appreciated complement, together with the patient and thorough explanations of the action plans. Really appreciate your patient time and effort towards answering my incessant questions, and simplifying your answers for my understanding. Indeed, I have gained Clarity towards my financial portfolio after going through your Unique Process.”
Joanna Yeoh
“Wee Khai makes it a point to review my investments with me regularly. I trust him to make recommendations that are relevant to my financial needs. I would not hesitate to recommend him to anyone who needs financial planning advice.”
Wendy Lim
“Wee Khai has an eye for details and is committed in this industry and profession. I’m glad that I have him in my planning and it’s really a big load off my shoulders. His service is sincere, fast and tailored, a person with easy personality making everyone comfortable to approach him. Will highly recommend him to others so that they will benefit from his knowledge, experience, skills and expertise. Thanks for all your help and time!”
Xiao Jing
“We have known Wee Khai for the last 8 years. He is always professional in his work and will make ample preparation before every meet-up. He provides us with sound advice and relevant recommendations in every aspect of our financial planning.”
Ben Lim
“He has helped me to gain better insights and clarity in my portfolio. He has consistently provided thoughtful planning and advice for my needs and objectives. His service has been exceptional and professional. I will not hesitate to recommend him to my friends.”
John Chong
“I have known Wee Khai for about 10 years since the time we were in NUS. Naturally, when he informed me that he was moving into the area of financial planning and insurance, I was confident that he would do an excellent job for me and I did not have difficulty trusting him. At the time, I had a couple of policies in my name that I had taken over from my parents, as well as a policy that I had procured shortly after entering the workforce. Wee Khai came up with a big picture view of what I would realistically need and integrated my existing policies within his recommendations. In his plan, I could also recognize that he took into account my personal preferences and inclinations towards investments. I believe that this reflects his sincerity and long-term approach to client development. I have had more confidence in my coverage since then.”
Sunil
Wee Khai 