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 😊

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.

Clement Ong . Regional Supply Chain Manager (Johnson & Johnson)

Keefe is a very genuine & responsible agent who places his clients as his utmost priority. Unlike agents I have consulted in the past, Keefe explores multiple options with me and proposes products / plans based on my needs. He ensures clients do not purchase more than what they need. Keefe tends to my questions almost immediately, whether it is in person or through the phone. He is always just a text or phone call away. I HIGHLY recommend Keefe to anyone looking for a genuine & responsible financial adviser. Who knows, you may find yourself a friend too! :)

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.

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.