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Our Financial Planning Process

Our Financial Planning Process

asian business executives discussing business in office; focus on the woman.

Getting started on a solid financial plan can sound simple (remember the 3 steps!), but making sure that you have the right insurance plan or investment plan in place involves thorough research and it’s always a good idea to ask for help from those who have the experience and expertise. After all, these financial decisions affect your future and those of your loved ones – you owe it to yourself and to them to ensure that the best decisions get made.

Our financial planning process


He did a detailed review of all my existing policies when I first met him in. He will even go to great lengths to furnish me with simple information related to insurance and financial planning matters...Read more

S.K. Wong - Architect


It has been a year since I let Gary handle my insurance needs and he will keep me updated on any latest development on my policy and also on GE’s new products. There is no doubt to recommend Gary to anyone of you out there that in search of a good and dedicated insurance agent because he is worth it...Read more

Jasmine Cheah - Product Manager, Axalta Coating Systems


I was being referred to Gary through one of my colleague. She mentioned how Gary has done a superb job in reviewing her policy and it was about time I feel there is a need to review mine.Gary explained the full length of insurance planning and from there I know my future protection is in good hands.Read more

Lim Cheng Hoe - Senior Chemist, Becker's Industrial

Looking after your personal needs becomes a real challenge. This is where Joshua made a clear difference. His diligence, professionalism and down-to-earth nature is a pleasure to work with...Read more

Dennis Thomas Joseph - Director at Global Banking and Markets, HSBC.