Both Sam & Karen are very professional and they know their financial subject well. I told them, I want my money to grow and they did that under their care. Thank you and keep up the good work.
Mr. T. L. Choo, successful investor and entrepreneur
Karen has helped me to find the best insurance products for my needs. She has always been able to offer sound advice when I needed it and I would not hesitate to recommend her to friends and colleagues for all their financial needs. It's hard to find a financial consultant that you can trust and like and in Karen you have both.
Ms. Tan E. , Doctor
I had invested only in Investment Linked Plans when I met Karen. She is an educator at heart - she was patient and guided me on the fundamentals of investing. She understands my concerns and manages my expectations well. Her reassurances are timely and I feel safe that she is there for me, especially during periods of volatility.
Ms. M Kok, VP Investor Relations
Sam is someone whom I can call at 3am! He is a trusted expert and knows his subject well. Sam is committed to my financial success as shown in his tireless effort to help 'revamp' my financial situation. He is the first person to know about major financial decisions I face. His guidance is invaluable and has helped me to avoid costly mistakes.
Ms. P. Y. Leong, CPA
It is Karen's objectivity that impressed me. Not only is she knowledgeable in the area of holistic financial planning, she is also a detailed person and ensured that I understood every bit of information she provided before I made my decisions. She truly looks after my interest - she stands out!
Mr. D. Koh, Corporate Secretariat
I've not met anyone that responds as promptly as Karen! She communicated with me throughout the financial crisis in 2008 and her timely and rational advice prevented me from capitalizing my losses. I'm thankful to her for helping me see the light at the end of the tunnel. I highly recommend her services.
Ms. C. Chua, Account Manager
My wife and I have received both investment and financial planning advice from Sam & Karen. They are advisors who "have time for you", who pus matters in a clear and understanding way, who let you go away and think about it and its no trouble to go over it all again & even again if necessary. They have our best interest at heart. We gladly recommended their services to our friends and family.
Mr S. A. Lim, Systems Engineer
Thank you so much, Sam, for helping me get my first home. It's gorgeous and you've made a dream of mine come true.
Ms. R. Wong, Auditor
I am a tough client but Karen has proven her capability. She is my sounding board when it comes to important money decisions. I am happy to recommend her to anyone who wants objective and sound financial advice.
Ms. S. Y. Wee, Associate Director
As a team, Karen and Sam provide a refreshingly different approach to financial planning. By providing clarity, we have been able to make the most of the available options open to us. By talking to them, you'll receive well researched unbiased advice on which to base your decisions year after year. This is why we come to trust in the advice of Karen and Sam. Keep up the good work!
Mr & Mrs K. S. Lim, Teachers
