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!

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!

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!

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。

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.