Client Testimonials

I have known Eng Lee for more than 13 years and find him to be a very knowledgeable and friendly professional who demonstrates a genuine interest in listening to his clients’ needs and provides useful advice and recommendation. Eng Lee has shown an excellent grasp of both the breadth and depth of financial planning and investments products that is available in the market, and is able to articulate clearly the pros and cons of any product that I enquire on and make appropriate recommendations suitable to my needs in different stages of my life.

He is always up-to-date on the latest development and keeps me informed on new products that are available. With a responsive and friendly demeanour, Eng Lee has been a reliable and professional financial advisor and a trusted family friend.

I would like to express my thanks to him for the great work he has done for me and my family over the past years. Keep it up!

Eng Lee and his team are very meticulous, they will hear you out on your life goals, plot out your current insurance/ investment plans to give you very clear depiction of your current financial situation and how close your current investments are to achieving your goals. It is very comfortable talking to them. There is no hard selling just factual data for you to decide if their products that they introduce meet your objectives.

The process to handle the paperwork, the payment was seamless and take a lot of load off your shoulder.

Highly recommend their services!

Eng Lee is very thorough and knows his products very well. He seeks to understand our needs, our financial situation and recommends policies accordingly.

He gives options from various insurance firms and always gives a detailed run down of the proposed policies to facilitate us in choosing the most suitable options. Always there to provide ‘after sales' service. Always prompt with ready answers.

He is by far the most diligent, detailed FA and one who cares for his clients that we have ever encountered, unlike many who are out there just to push their products/policies.

We are pleased with his service rendered 😊

I met Eng Lee sometime back in 2015. Throughout, I find him professional yet personable. Through our many meetings, his honest and professional advice helps me make sound decisions on my financial and insurance matters.

Unlike most financial advisers, Eng Lee is able to work out and offer different options to suit my needs.

For that, I would strongly recommend his services to my friends who are looking towards an investment portofolio to match their goals and risk tolerance.

We are glad to have Eng Lee & Cai Ling as our financial planning advisors! They have been extremely helpful in assisting us with our wealth management and insurance policies. Aside from being professionals who are very knowledgeable in these areas, I found that the personal touch and dedication they gave to us is essential to why we are assured that we have chosen the right policies.

Additionally, they were very patient in terms of understanding my needs and did their due diligence in finding the best policies to fit my financial goals. Overall, I would definitely recommend them as financial consultants for anyone who seeks such a service.

I was introduced to Aidan through a mutual friend when I realized I was overpaying for my insurance and yet not aligning to my objectives. Aidan eventually helped me by re-evaluating suitable plans and implement them for my specific objectives. He's very clear and detailed to my portfolio and reviews my financial health on a yearly basis, making sure things are on track. He's very analytical where he will recommend the most suitable and beneficial plans for you to gain the most of them.

Hence, for people out there who are looking for a competent consultant to manage their insurance portfolio or kick start their financial planning journey, I'd strongly recommend him to address all your enquiries and have a peace of mind!

Aidan has been a reliable and responsible consultant that does not shy away from adversity and give his best in all the work he does. Despite the extreme market volatility happened during first half of this year, he was very consistent in giving market updates and explained how my investments were affected.

He gives me the assurance so that I will not make any impulse move to my portfolio. Furthermore, he uses his expertise and also recommend suitable alternatives to take advantage of the volatility. I will strongly recommend Aidan as a financial consultant whom you can entrust your portfolio with.

Excellent service by Ronash. He is honest and transparent and that reflects in the sound advice that he has given. Not only is he diligent and open to various odeas but moreover also very professional, sincere and knowledgeable in his line of work. I would definitely have no hesitation in recommending him as a financial consultant to the ones I know as well.

A very thorough, approachable and understanding wealth adviser. He listened to my concerns and paired me up with policies that worked. Also has never shied away from doing reviews whenever I needed it.