Jayabal Rajagopal . Software Engineer

Keefe was strongly recommended to me by my good friend back in Y2021. We did a Life Insurance Planning together. The Insurance planning procedure was smooth because he was very meticulous & knowledgeable about the planning, comparing different products from different companies with complete transparency, placing my needs & expectations first. This level of detail was important to me because I am a software engineer myself. Any queries I have, responses from him are always very prompt & efficient. He’s always very kind-hearted towards my family members and also makes an extra effort to travel down to me at my comfortable timings which I appreciate because of my busy schedule. I have actually met many agents before Keefe, but eventually was only comfortable to proceed with the planning with him. I highly recommend Keefe to anyone for any Investment & Insurance planning.

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.

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.

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.

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.

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! :)