Elevating Your Financial Legacy Through Bespoke Stewardship

Song Yong has been my financial adviser representative for more than 12 years. He has helped me a long way to plan better for myself and my family. He impresses me with his vast knowledge of the different available plans and his patience in explaining to me the details. He delivers with great professionalism and at the same time with such genuine concern for his clients.

Each adviser I dealt with previously was only able to advise me on his/her own organisation's products. Mr Lee, however, has been able to clarify for my review, products from a range of different banks and insurance companies. With his patient guidance, I am now in the process of "rearranging" my financial portfolio so that it gives me a sense of security, rather than vague anxieties I have always experienced.

Song Yong possess the passion, knowledge and a genuine interest in achieving the best for his clients’ needs. He has been my Financial Advisor Representative for more than six years and always explain everything thoroughly based on his professional acumen, and I never feel uncomfortable asking question or expressing an opinion. His dedication to clients, business excellence and education sets him apart and I would highly recommend him to anyone wanting to achieve better financial planning.

Song Yong did me a very good turn indeed a number of years back with some excellent financial advice, which saved me quite a bit of money. Had it not been for him, I wouldn't have been aware of a simple step I could take which would pay off handsomely in the long run. He did this willingly, without expecting anything in return, and was personable and professional in the process. I would therefore recommend him unreservedly to others.

I found Song Yong approachable, friendly and has a very patient personality. He went through each of my existing insurance policies in simple terms, enabling me to understand how each worked. He also provided advice on how I can make my savings work for me by introducing me to some appropriate investment products. Above all, he did not apply any hard selling pressure on me to take them up. After carefully explaining all details to me he left it to me to make my choice/s and that was much appreciated. Overall, I am satisfied with Song Yong's service and most of all, he is always ready to answer any queries I pose him on insurance/investment matters. I would recommend him to anyone looking for a reliable & trustworthy Financial Advisor Representative.

I’m confident Song Yong has my interests at heart. He is thorough and meticulous and reminds me of things that I’ve forgotten I own or things I’m supposed to do. No need at all for me to keep an active look-out; I know I can count on him as he’s just a phone call away. I really appreciate Song Yong’s vast knowledge of available products and trust his advice to source what’s best for me, taking into consideration my lifestyle. So unlike my previous experiences with insurance agents who only know what’s offered by their companies and were not able to discuss their competitors’ products.