GEMS ADVISORY GROUP Wealth Management Consultant Having a conversation about financial planning can be really daunting, especially when there are so many uncertainties associated with it. Speaking to Dianne has made me realise that it can be done in such a systematic...
APEX ADVISORY GROUP Financial Service Manager Like many of you, financial freedom and security are also important to me. Hence, I am very grateful to be under Genevieve’s care. As a client and friend of hers for over a decade now, Genevieve has definitely been a major...
LIROS CAPITAL ADVISORY GROUP Senior Wealth Management Associate My wife and I have known Vincent for many years, dating back to when we were in Junior College. Over the years, as we grew up and went into our careers, I saw Vincent developing his acute sense for...
EXPAT ADVISORY GROUP Principal Consultant Ross took over my accounts when the previous adviser left the company. This was in his previous job with a different company. He is genuinely interested in helping me achieve my financial goals. Even though I have a relatively...
Senior Financial Services Manager We met Jenny in 2003 through the recommendation of a good friend. Jenny is our trustworthy adviser who has been giving us sound and timely advice so much so that we are able to work towards a suitable retirement plan. Jenny is...
