Regine (Driven and Motivated Young Graduate)

I've been friends with Daniel for about 9 years since secondary school, and have been following him on his social media accounts where he would often share stories and various financial advice which had been very informative for someone like me who doesn't know much about financial planning. Daniel approached me about a year ago and we had a session together where I was able to learn more about financial planning. He is passionate and knowledgeable, and you can just tell that he wants to help. However, at that point in time I wasn't ready to commit into anything yet. Despite having spent so much time explaining everything to me, he was very understanding and unlike many other agents, did not pressurise me into buying any policies. It was then that I realised that I could really trust him as my financial advisor. Daniel went the extra mile to understand my background before recommending policies that would better suit my needs. Throughout our discussions, he has been very patient and understanding when addressing any of my concerns. He is very cheerful and engaging which made the sessions less intimidating and much easier for me to ask questions. I highly recommend Daniel for his professionalism and values as a financial advisor. He listens, advise, and recommend, but never pressures his clients into anything. He knows what he's doing and he really does have his clients' best interest at heart, which gives me a lot of comfort as a first time policy holder.

Ian (Penultimate Student @ SMU)

I met Daniel from our freshmen orientation camp, and he has this very candid personality that made him a very easy going guy to talk to. He was also the guy that introduced me to golf, teaching me the basics even though I almost killed him with one of my swings LOL. All along I knew he was in this industry, but he did not make any attempt to sell my anything, which I thought was a very nice gesture. When my existing agent quit on the industry, my policy was left under the hands of someone who was a complete stranger to me. Hence I made the decision to reach out to Daniel to transfer the policy over to him. He went to extra mile to find out if I have any concern (lack of critical illness plan) and he made the effort to show my the available options I can take and discuss on the flexibility as well. I find his eagerness to understand my concerns and needs something that adds that personal touch. Highly recommend anyone who wants to know more to reach out to him!

Zhan Fei (21, Polytechnic Student)

A financial advisor that goes the extra mile. Daniel is a family friend that I have known for years. Initially when I realised that he is working as a financial advisor I was not convinced. I felt that he did not have ample experience and the capability to communicate. In addition, I have bad experience with financial advisors and insurance. But Daniel’s benign and professional attitude while sharing information with me improved my impression of him. Daniel was patient and earnest, he took the time to understand my needs and background before giving any suggestions. Each suggestion was carefully explained and ensured that it is beneficial for me in the future. Daniel will regularly share details of financial trends and news on his social media accounts. It gave me the impression that he was trying to educate and remind his followers about important financial issues that majority of people miss or ignored. The notion that I received from Daniel is that he is perpetually thinking of his client’s/follower’s best interest even after they have signed insurance with him. Daniel’s high level of service excellence is admirable and is something his clients can be assured and rely on. Daniel is knowledgeable and prudent in his field. He strongly values client needs and has a passion for helping others. I will definitely recommend Daniel to my friends and whoever is interested in financial planning. 10/10

Tia & Afifah, Extreme Left (Mother and Daughter, 46 & 17)

When my mother's best friend introduced Daniel to my mother regarding insurance plans and such, I thought it was going to be a very professional and lengthy kind of conversation. However, it turned out to be a very casual and engaging time talking to Daniel regarding the insurance plans and such! Being a bubbly and friendly type, it was easy to have conversations not even related to insurance! On top of that, we appreciated the fact that he made the effort to make sure we understood what plans we are going to get, before going through the insurance applications! We also had an easy time understanding the different types of insurance plans and how it works and such. His service has definitely been an excellent one! Glad we got to introduced to him!

Valarie (20, Diploma Graduate)

Daniel is super patient and has his client's best interests at heart! When I was unsure of which plans are more suitable for my needs, he carefully broke down the details of various plans that I was interested in and ensured that I understood and know which plan suits me the most. He also went through the different types of policies that I can consider to get myself covered in different areas. It is rare to find an advisor who listens, considers different scenarios and do not pressure clients into products like Dan! Will definitely be going to him for future policies ☺️

Gerald

I’ve known Daniel since primary school, give or take about 15 years or so. Although throughout the years we don’t talk much we do still see each other due to us being neighbors. Be it some short catch up or just small talks. During his poly days as he was taking Banking and Finance, I’ve asked him before what he plans to do in the future which he told me at that time something related to bank or even finance. I am so glad to see him achieve this goal of his as he has kept in line with what he wanted to be and so that was why I approached him regarding Finance not because he’s a friend but he’s someone who’s hardworking and someone I can trust. I am very grateful for the investment plans and saving plans he shared with me as I didn't really understand these plans before but thanks to him I’ve decided to sign up for the investment plan as I am very worried about the future and also my finances. I highly recommend people who didn’t have a great understanding of finance, investments, or even good at saving like myself to approach Daniel for him to explain why it’s important and how it could affect and benefit our lives, not now but certainly in the future.