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。

Yen. Freelance Artist

Keefe was introduced to me through a mutual friend back in April Y2021. Keefe is great! I’ve been reviewing my own personal financial goals lately. Keefe answered all my questions fast and always knows how to recommend things that are pertinent to me. I appreciate that he gives just enough information that is relevant, not too much where it becomes overwhelming. He makes all the admin very convenient. He is super responsive and knowledgable (like which companies are better at servicing claims). Detailed-oriented also, which is so important. He’s good at just keeping in touch too, which is great for maintaining relationships. I get updated from time to time, so he’s always working hard for his clients. He really cares for his clients, like how he remembered that I like good cakes and durians. I Highly Recommend him!

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!

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.

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.

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!