KOH TAI WEI SAMUEL

Insurance agents had alot of bad rep of pushing products, I have personal insurance covered already and needed someone who was knowledgeable in finance and investment to advise me on what to do with my money. I was really interested in investing because had the fear of missing out after following financial news about stock prices for certain companies in the green everyday.

Sam was really genuine and offered me his help and even meeting my mum (in financial background) and assuring her of his care for his clients. I was conversing with Sam about his background and work attitude and was convinced that he was the financial partner that I need. He wasn’t pushy or annoying as the stereotype goes; Sam is super grounded and available to advice and hear out financial woes or interests. I’m incredibly excited to be working with him to build a better financial stability for myself and my future!

Having bought some other policies from other insurance agents, I realised that they would not keep in contact with their clients after securing a deal.

However, Sam was different. He made it very transparent about my investment plan and checked if I have enough funds to invest before proceeding. He explains clearly about the plan that I am interested in and how it would be beneficial for me in the long run.

It comforts me to know that my money is in good hands as he regularly updates me about my invesment.

I knew Sam since secondary sch and I must say, till now nothing much have changed, still talking lots but I guess that helped him to get him to where he is today, being more confident in his capabilities and striving for excellence when he set his goals straight. I chanced upon him much later in life, and am glad that I managed to catch up with him still, and have him to help me with my insurance and portfolio and stuff. he’s reliable and will always try to help and cater to his customers’ needs. I really admire his never ending energy to work and provide the best service for his friends and family. thanks for making time to serve us. always appreciate your well thoughts for us!

Having known and met many financial consultants, but in the end I chose Sam as I can definitely see the difference: he aren’t as pushy, he is knowledgeable and genuinely wants to help his clients in their financial goals. Thumbs up as well for the various giveaways and the small little efforts that he puts in, appreciates it 🥳 I felt that I have met a new friend, instead of just a consultant.