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.

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!

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!

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.

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.