Wendy . 经理 (First Beauty Enterprise)

我是 Wendy 😊 通过朋友认识了帅哥 Keefe。 我从 Keefe 了解到储蓄的重要性，因为一路来没有什么储蓄概念，刚刚好可以通过 Keefe 的介绍来给自己人生做一个规划！ 非常感谢 Keefe 的耐心解释，而且也非常有爱心的准备生日蛋糕给我，让我觉得非常温暖，感觉找对人生规划师！对未来也越来越有信心 🙏🏻❤️

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.

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.

Cornelius. Student

Before meeting Keefe, I had the impression that Insurance wasn’t that important in life. After meeting Keefe, It was an eye-opener how important Insurance really was. His explanations were detailed but easy to understand from a professional point of view. Definitely learnt from his session that it is best to get coverage as soon as possible because you wouldn’t qualify as you get older or when your health condition deteriorates. Definitely a value adding experience overall. I was very comfortable with him throughout our entire appointment as he was a very good listener and also a gym friend. Although I didn’t proceed with any plans with him now, I learnt alot about Financial Planning and he is someone I will definitely consult and look for when I’m ready for any Insurance or Investment Plans!

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.