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.

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.

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 😊

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!

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.

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。