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.

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。

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 😊

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.

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!

Sendy Ganes. Operations Manager (Ethoxylates Manufacturing)

Keefe was referred to me by a friend back in August Y2021. Keefe has since become our Family Agent & Adviser. The journey started when we wanted to find a Life Insurance for our Mortgage Loan. Despite not getting anything from him at that point of time, he shared and educated us more about other Insurance packages that would benefit us. With time, he also helped us review our existing insurance and did alot of homework to recommend us the best insurance package with a higher coverage based on ours NEEDS. Keefe does a fantastic job COMPARING and finding me the Right Coverage and Insurance Company at a very COMPETITIVE price, which saved me alot of money for my insurance renewals. He is Honest & Upfront with everything. He actively looks for the best rates and coverages annually and always cares for his clients’ needs. If he can’t find you a better deal than your existing policies, he will let you know. Definitely a person who cares for his clients. Whenever I have doubts or need more information about insurance, text him and he will promptly respond a minute later, which gives me alot of faith in him in any potential claims. He is Always Helpful & Readily Available. He always makes the effort to remember my family members’ birthday and greets us without fail. I am VERY HAPPY with his service! I Highly Recommend him!