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 🙏🏻❤️

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。

Audrey Lin .JNA Real Estate, Associate Director Representing PropNex Hp: 88522309

I have known Keefe as my adviser since our initial meeting in Y2020. Keefe has proven himself to be a reliable financial adviser. He is not pushy and only recommends solutions tailored to my specific needs & goals. His patience in explaining various financial products ensures I can make the most informed decision. What sets him apart is his genuine care for his clients, listening to their needs & concerns. He treats them almost like his own family. His meticulous work ethic and prompt responsiveness to my queries shows his dedication in providing top-notch service. I strongly recommend him to anyone looking to do Financial Planning.

Iszura . Healthcare

My boyfriend introduced me to Keefe back in February Y2020 and here is my experience with him for the past 3 years. Keefe is a reliable person & agent. He is easily contactable whenever I have an enquiry on my current plans or any new plans I may be interested in. During the consultation process, Keefe patiently helped to compare different plans in the market according to my needs, maximising my coverage and my budget. I appreciate that he does not rush me into getting anything before KNOWING the plans properly. He also makes an effort to check on me every now and then to make sure everything is up to date & I believe he knows what’s best to add onto my portfolio for future milestones ahead. Thank you Keefe for doing your best for me & your clients 😊

Mel. Music Teacher

Keefe was introduced to me by my husband back in February Y2024. He explained the different kinds of policies in detail and the importance of each of them. He also showed me the comparisons and breakdowns of various policies, patiently going through each one of them in meticulous detail. He also analysed my current policies and gave me advise on how to optimise my portfolio. Keefe is very approachable and easy to talk to and I will recommend him to anyone!

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!