10/10 as an agent and a friend!
He takes time to check on old polices to try merge with new ones, doesn’t hard sell, and is very easy to talk with. I’ve also recommended Ian to my friends in my community!
All the best Ian, can't wait to coffee with you many many more times in life.
Ian will always put my needs as his priority, and I’ve recommended him to service all of my best friends and my family members.
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I know and trust that he will not make me malu.. Jiayou bro!
I’ve recommended Ian more than 20 times to my best friends, family, and colleagues.
10/10 as an agent - always remembers my birthday, sends me things on festive seasons, never hard sell any policies, provides timely updates, and more importantly, fast claims!
9/10 as an agent!
I’ve already recommended Ian to my circle of friends because he’s very friendly, doesn't hard sell, and is very responsive!
Ian is very friendly and knowledgeable, and often goes well above and beyond the duties of an agent.
He gives good financial advices and often pamper his clients with personalised gifts which I think it’s really a sweet gesture.
I’ve recommended him to service my family members because he is responsible, reliable, knowledgeable and above all, a nice friend!
Rate him 9/10!
I’ve recommended Ian to my colleagues many times because he is mindful/tactful of customer needs and limitations when recommending policies, and I really like how he remembers me on my birthday and festive seasons!
I rate him 8/10; keep it up!
10/10 for knowledge and financial planning: No hard sell, man is sincere, good knowledge and follow up!
I’ve recommended Ian to all my best friends because I trust him to take care of my closest friends and I know his recommendations are coming from a place of concern.
Keep going, bro! Blessed to have you as my agent and bro!
Ian is as quick to respond to queries as he can be, despite being busy.
Also, he actually follows up when he says he will and I wanna say thanks for being so responsive each time i have a question, and for showing up as my agent!
10/10 stars!
Ian was a recommended to me as an agent, but we grew to become friends!
I really appreciate his caring nature and how he’s always going the extra mile, and I also love how he breaks down the information and shares with great passion.
I’ve recommended him to my best friends, family and colleagues because I know that they will be in good hands!
Ian is highly responsive and provides great advisory, I rate him 9/10 and I’ve also recommended his services to my family members!
Thanks Ian for being an amazing partner and appreciate your hard work and engagements!
I’m sure you will continue to do superb in your career and may you be able to inspire your team to follow your footsteps.
Life is messy but it is a lot less messy with ian.
I’ve recommended Ian more than 10 times to my best friends, family and life partner because of my experience when I needed to claim insurance for a major surgery.
I had absolutely 0 worries and he was the first person i saw even before I checked into hospital. It also helps that he remembers every small thing about you. 10/10 Fully recommend Ian!
10/10 rated! He replies very quickly, doesn’t hard sell any policies, always sends me gifts on my birthday, Christmas and CNY.
It also helps that he always provides timely updates, fast claims, does proper consultation, and he’s a friend before financial planning.
I’ve recommended Ian to my community of friends many times already!
million dollar round table
2020, 2021, 2022, 2023, 2024
international dragon award (bronze)
2020, 2021, 2022, 2023, 2024
senior financial consultant &
prestige wealth manager
certified estate planner & will writer (getarrange.com)
associate estate planning practitioner (AEPP)
I started my entrepreneurial journey when I was 24 and, for 4 years, I've travelled the region in Singapore, Malaysia, India, Indonesia and Vietnam to give talks on personality psychology (enneagram).
Then, in 2018, I stepped into the financial advisory industry with one goal:
To ensure that everyone I care about can live with dignity, and not rely on the charity of others in times of need.
Since then, I've strove to plan from the consumer's perspective as I am a consumer too, because I want to change the way people perceive financial consultants and the industry.
Today, my business operates solely by referrals and recommendations, and I service a lot of my client's family and friends because they understand that, if anything unfortunate happens, they won't need to be financially reliant on each other and that I'm just a text/ call away.
Need help with your policies and/or with financial planning?
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