Wendy . 经理 (First Beauty Enterprise)

我是 Wendy 😊 通过朋友认识了帅哥 Keefe。 我从 Keefe 了解到储蓄的重要性，因为一路来没有什么储蓄概念，刚刚好可以通过 Keefe 的介绍来给自己人生做一个规划！ 非常感谢 Keefe 的耐心解释，而且也非常有爱心的准备生日蛋糕给我，让我觉得非常温暖，感觉找对人生规划师！对未来也越来越有信心 🙏🏻❤️

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.

Vivian . 董事长 (Botaniq Hair Care 贵人堂)

我是 Vivian，在去年二月份通过朋友认识了Keefe。 那时我对退休规划有兴趣，想多了解一下，但因为管理生意比较忙所以没时间自己去研究。 Keefe 首先会很耐心地听候你的需求，然后把退休与规划的概念又清楚，又简单地解释给我。他做事非常的专业，对理财的知识也很强。 Keefe 也对我很好，今年过生日特地跟我一起庆祝，真的很感恩! ❤️ 他对客户专业又诚恳的服务态度让我非常感动，相信只要他不断继续努力，一定会做到很成功。

Jayden Khor . Founder of Growth Greatness

Met Keefe through BNI on 26th Nov 2024. We connected and got to know about each other’s business. I must say I’m very impressed by how detailed Keefe was how excellent his work ethic towards his clients is. He displayed professionalism yet genuine care for my policies even when he is yet my adviser. With his expertise and experience in the industry, he showed me how differently he does financial planning with his clients and added much value on how I should approach my overall financial goals and portfolio. Before meeting him, I wasn’t very sure of my portfolio’s weaknesses and did not understand the opportunity cost I was losing out on in my previous insurance plan. This led to me overstretching on premiums for my existing insurance policies. The policies also weren't exactly aligned with the needs at my current life stage too. I’m THANKFUL to have him as my adviser, providing unbiased advice on the plans more suitable for my needs and ensuring to respect my preferences, while not withholding the value he can add as a professional. Thank you Keefe!

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!

Yi Xiang. Data Analyst. GXS Bank

After Three Years of knowing Keefe, I’ve finally bought my first policy with him, 23rd February 2025. Keefe was introduced to me by a close friend in 2022. I knew from the start that he was an adviser, but unlike many agents, Keefe was never pushy. He only brought up Insurance or Investments when I sought a second professional opinion during group outings. The advisory and sales process with him was seamless, marked by thorough due diligence, clear explanations and multiple comparisons, all of which gave me the confidence to move forward with my plan with a peace of mind. What stood out the most to me was his prompt responses to my questions, backed by years of expertise. Over the years, I’ve noticed Keefe genuinely prioritises customer care and service, bringing the HUMAN element back into financial advisory. I truly believe Keefe will excel in his lifelong career I’m proud to have him as my first, and only agent, looking after me and my family’s future.