Sherlene. Lawyer

I first met Angela 10 years ago at a roadshow near my workplace then and I found her to be very friendly and approachable right from the get go. She was very knowledgeable in her area of expertise and provided good insights and advice to a young working adult like me back then. I trust her to provide me with good advice and be very transparent with me on what policies work best for me at which stage of my life. Even till date, whenever I encounter some issues, I will always seek her opinion as I trust her professional knowledge and know that she wants what’s best for me. Throughout the 10 years that I have known Angela, I can confidently say that she stands out from the other financial advisers in the market just by the fact that she genuinely means well for her clients and is always thinking in their best interests. She tries to find the best solutions for her clients to cater to their needs. With Angela, you can be assured that she is sincere and cares for all clients. She does this by remembering and celebrating their special days and milestones in life together with them – she makes the effort to drop a text/ send a gift/ visit you just so she can commemorate certain milestone events together with her clients. I unreservedly recommend Angela for anyone looking for a trusted financial adviser as you can really be assured that you will not just be getting sound advice but also having a friend who will be with you every step of the way in your financial planning journey.

Kenny Ngai. Business Owner

Angela is a guiding advisor and enables me to do my part for filial piety. The financial plan is well constructed to help with a good runway to accumulate savings for my mum as she devoted her whole life to accompany us in our childhood.

Russell. Educator

Angela exemplifies professionalism and patience in her role as my representative. Her active listening skills make her stand out, as she takes the time to truly understand the unique needs and preferences of her clients. Angela possesses an in-depth knowledge of her products and clientele, allowing her to consistently provide customised advice and recommendations tailored to the best interests of her clients. What I value most about Angela is her unwavering commitment to prompt responsiveness and diligent follow-up. In her current role, these qualities contribute not only to operational efficiency but also to a positive and client-focused environment. As a Director of Sales and Financial Services, Angela's dedication to client satisfaction and her ability to navigate the complexities of financial services make her an exceptional leader in her field. I highly recommend her services to anyone seeking personalised and reliable guidance in insurance and financial matters.

Rachel Won. Business Owner

Due to certain disruptions in my company's funds, I met with cashflow issues in my business. It was a tiring and overwhelming period for me. Thanks to Angela Tan, experienced Financial Advisor who came and helped me analyze my entire insurance portfolio. She advised how i could access and liquidate part of the portfolio without incurring any cost. That was a huge advantage for me as i did not have to bear the cost of loans to tide through the period. Her sound advice gave me the confidence to clear off my debts within 3 months. Her explanation was clear and concise. She gave me direction how to go about clearing off the debts. Unlike all the previous advisors whom I’ve worked with only looked at my finance issue, Angela used a more holistic and comprehensive approach. She advised how I could create my own wealth for retirement eventually. I felt so much relieved after meeting up with her. Thanks Angela for shining light into my life and bringing me to a better financial position. I will definitely recommend friends to her.

Wee Sern and Elaine. Head of Department HVAC Solutions

Angela has been our family’s trusted financial advisor for half a decade now. We love that she is so professional, knowledgeable and respectful. We appreciate that she always have our interest in mind. We never felt pressurized and she is the go-to person for any financial advise. She would take time to review our existing plans with other insurers and provide us with advice and share plans that are beneficial and necessary for us. Most importantly, claims has never been stressful for us as Angela was there all the way. Angela is passionate in helping and she serves us with heart.

Li Lin. Director

How long have I know her? At least a decade. To me, Angela started off as another adviser on the street to a professional consultant and very quickly to a friend who consistently touches your heart with her gestures. She has been with us through the various stages of our lives and has guided us with what is critical at each point. Angela is passionate in this field and is very knowledgeable in her products and survey of the landscape. She is personable, sincere, reliable and is always contactable. I am glad that we have this friend of ours to help unravel the complexities of the industry, whenever needed!