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!

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.

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。

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.

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。

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.