Irene Hee . Director (Tropifame Floral Design Pte Ltd)

I am thrilled to recommend Keefe as my Financial Adviser. Over the past year, Keefe has not only been a close friend but also an indispensable guide in my financial life journey. Keefe possesses a rare blend of expertise & genuine care. His ability to simplify complex financial matters and provide tailored advice has been crucial to my current financial position and mindset. What sets him apart from other agents is his transparency & integrity when recommending products and solutions to us, allowing us to make the BEST decision possible. This shows that he truly puts his clients first, giving us complete trust & confidence throughout our time working together. Keefe is not only my go-to financial adviser, but also a trusted ally who has flourished my financial well-being.

Yen. Freelance Artist

Keefe was introduced to me through a mutual friend back in April Y2021. Keefe is great! I’ve been reviewing my own personal financial goals lately. Keefe answered all my questions fast and always knows how to recommend things that are pertinent to me. I appreciate that he gives just enough information that is relevant, not too much where it becomes overwhelming. He makes all the admin very convenient. He is super responsive and knowledgable (like which companies are better at servicing claims). Detailed-oriented also, which is so important. He’s good at just keeping in touch too, which is great for maintaining relationships. I get updated from time to time, so he’s always working hard for his clients. He really cares for his clients, like how he remembered that I like good cakes and durians. I Highly Recommend him!

Vicky. Foreign Lawyer

Keefe 是一位非常有责任感的保险人。 第一次见面，他向我介绍了不同类别的保险以及他们的区别。根据他的介绍，我了解到不同保险类别的保障范围，可以更加清晰的根据自己的需求选择产品。同时，Keefe 还详细地了解了我的人生规划以及经济情况，根据我的实际情况来个性化定制适合我的保险方案，也为未来的规划预留了空间。 在挑选保险方案的过程中，Keefe 一直在建议我 "不要投入太多保费，以后重点是以后可以继续供保单"。这让我更加相信Keefe 是在认真帮忙做规划，希望长期服务顾客，而不是一味地买更多的保险给客户。在后续对比保险单，解答疑问，提交保单的阶段，Keefe 也是效率第一，并且很有规划和安排。他还将几种保险产品的费用，保险范围等信息做成表格并翻译成中文供我比对。当我对于保险后续理赔等问题存在疑问时，也第一时间帮我约保险公司电话确认，感到非常安心。 Keefe 会准备详细的文件清单，由于我工作比较忙，有时不能及时跟进，Keefe 也会准备清晰的待办事项清单，让我随时清楚还需要做什么。 谢谢 Keefe 一直帮我操心我的保险相关的各种事项。

Cornelius. Student

Before meeting Keefe, I had the impression that Insurance wasn’t that important in life. After meeting Keefe, It was an eye-opener how important Insurance really was. His explanations were detailed but easy to understand from a professional point of view. Definitely learnt from his session that it is best to get coverage as soon as possible because you wouldn’t qualify as you get older or when your health condition deteriorates. Definitely a value adding experience overall. I was very comfortable with him throughout our entire appointment as he was a very good listener and also a gym friend. Although I didn’t proceed with any plans with him now, I learnt alot about Financial Planning and he is someone I will definitely consult and look for when I’m ready for any Insurance or Investment Plans!

Jaron Tan. Personal Trainer. Meta Performance

I am pleased to highly recommend Keefe as a financial adviser. Distinguishing himself from many in his field, Keefe embodies a client-first philosophy, avoiding the aggressive sales tactics often encountered in the industry. His genuine concern for his clients is evident in his thorough and patient explanations of every question and detail associated with each financial plan. Keefe goes above and beyond by meticulously outlining the pros and cons related to the time horizon of each option, ensuring that I am equipped to make informed decisions. His approach is not driven by the pursuit of the largest commission, but by a sincere dedication to prioritising my unique needs & financial goals. For anyone seeking a financial adviser, Keefe is the perfect choice.

Clement Ong . Regional Supply Chain Manager (Johnson & Johnson)

Keefe is a very genuine & responsible agent who places his clients as his utmost priority. Unlike agents I have consulted in the past, Keefe explores multiple options with me and proposes products / plans based on my needs. He ensures clients do not purchase more than what they need. Keefe tends to my questions almost immediately, whether it is in person or through the phone. He is always just a text or phone call away. I HIGHLY recommend Keefe to anyone looking for a genuine & responsible financial adviser. Who knows, you may find yourself a friend too! :)