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.

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.

Hong Yee. Tuition Teacher

I was referred to Keefe by a good friend recently and met him for a brief discussion about my financial plans. Keefe was very thoughtful and attentive to my future plans & needs, providing good depth to the end goals of mine. His servicing with clients’ Investments involves sending frequent WEEKLY market updates via Whatsapp, allowing me to better understand how market is doing at the tip of my fingers. Every quarter, he does a review on my Investments to see if any changes are needed.

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.

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.

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.