Adelene.Sales

Keefe has always been a very responsive agent and replies promptly even when he’s overseas on holiday, which is something I appreciate knowing that he will help out ASAP in the event of any claims. He’s also not a pushy agent as I was comfortable during appointments with him. He explained the product clearly and answered my questions well. And when it came to things that he needed to doublecheck, he included me in a 3-way call with the insurance company to clarify very quickly, and this gave me the ASSURANCE about his service and ATTITUDE towards his clients. Keefe is someone who takes care of his clients very well, and I’m reassured and happy with his consistent service. He is definitely an agent who will stay and treats this as his life-long career.

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!

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!

Jui Guan. Admin Officer

I wholeheartedly recommend Keefe as a financial adviser to anyone seeking to navigate the complexities of investments and financial planning. Since our introduction in 2021, Keefe has been an invaluable resource in my journey to understand and manage my investment portfolio. Keefe distinguishes himself with a deep passion for educating his clients on market dynamics, asset performance, and strategic fund allocation while carefully considering associated risks. His ability to analyze both the current and long-term market outlook has consistently impressed me, particularly during our recent session to adjust my fund allocations based on thorough market analysis. Each interaction with Keefe is an educational experience, leaving me more knowledgeable and confident in my financial decisions. What sets Keefe apart is not only his investment acumen but also his personal approach to advisory services. His investment principles are perfectly in sync with my goals, making our partnership both productive and fulfilling. Keefe's consultations provide a comprehensive understanding of various financial instruments and strategies, delivered in a manner that is accessible and not overwhelming. He excels in holistic financial planning, ensuring that all aspects of one's financial health are considered. Beyond his professional expertise, Keefe's enthusiasm, patience, and genuine care for his clients stand out. He builds relationships that go beyond the typical client-advisor dynamic, fostering a sense of family and mutual growth. It's clear that Keefe is committed to the success and well-being of his clients, striving to build a bright future together. I feel fortunate to have Keefe by my side as I navigate my retirement journey. His comprehensive advice, personal commitment, and the continuous learning he facilitates make him an exceptional adviser. I strongly recommend Keefe to anyone looking for a trusted partner in achieving their financial goals.

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.