Loh Yee Kiat (Jared)

I'm truly grateful for the service provided by Jared. My portfolio was planned and managed by him to fulfil for my life goals. The advice provided by Jared aid me in navigating through the obstacles that I had encountered previously. I dare not say that I have succeeded. However, I strongly believe that gradually I would be able to reach my life goals with Jared advice. Your service means a lot to me, and I'm very thankful.

Yee Kiat is a sincere and genuine professional who tries his best to understand his client in order to help them as much as he can. For instance, during our first meetup, he tailor-made my experience according to my needs by asking questions to address my concerns about the different stages of my life. It was not a one-way communication as he listened to my concerns attentively, and he even drew a graph to illustrate the different kind of policies that may help me throughout the different stages of my life. With Yee Kiat's professional mindset along with his desire to help his clients to the best of his ability, he is a trustworthy and dependable partner that you can rely on for a peace of mind in your future insurance and investment plans.

Yee Kiat has been one of my most-trusted long time friend who is very meticulous and empathetic. Today I just had a review with him for my upcoming family financial plans and I feel confident and assured with clearly established plans ahead that I’m ready to pursue with my partner. Keep it up Kiat!