LIU GUO JIN

Before meeting Guo Jin, I didn’t know how to manage my finances. I had a sum of money sitting in my bank account and did not know how to invest it properly or grow my wealth. I was also under the impression that all financial consultants only did insurance, and they were a “scam”. My biggest takeaway is that I’ve learnt to not be so risk-averse and listen to advice from people who know more about investments than me. I enjoy working with Guo Jin as he isn’t just my financial consultant but also my good friend! Guo Jin is trustworthy and provides a bespoke service. He has made the process of dealing with insurance and investment painless. I would highly recommend him!

Before engaging with Guo Jin, I’ve met about 5 different financial consultants through my friends, but my conversations with them made me feel like I cannot really trust them and be transparent with their information with me. It might be me being picky, but with my job in people management, I am more sceptical about who I can trust especially if I need to engage with him/her for a long period of time. But after conversing with Guo Jin, I feel that his proactiveness and transparency show sincerity that he wants to help me beyond just insurance but also planning a bright future ahead. I believe with a relationship like that, I would be assured to continue working with him for many years to come. I would and have recommended Guo Jin to my friends because I think that despite his inexperience, his hard work and sincerity would bring him a long way with his career in the financial advisory
industry.

Before meeting Guo Jin, I didn’t have much knowledge about finances, and I was interested to start investing but kept procrastinating. I also didn’t plan my finances for the future, such as for BTO, etc. I am graduating from Uni soon and was quite lost in the world of adulting. Guo Jin taught me a lot about investing, how to put my money to better use, and other valuable lessons about adulting in general which helped my partner and I greatly. I am grateful that a friend recommended me to him because he formed this friendship which makes it easier to speak to him about my finances and anything related. It is also very easy to approach him to ask questions because he’s outgoing and really friendly. 11/10 recommend him!

My biggest challenge was finding someone who is trustworthy and reliable to be my financial consultant. In the beginning, I knew almost nothing about insurance and/or investment. Guo Jin organised several sessions to explain the fundamentals and the structure, to ensure that I am comprehensively informed of the solutions. He went out of his way to create a consolidated table of my existing plans and their purpose – which significantly helped me in keeping track. Guo Jin is extremely helpful, patient, and clear in his delivery. I chose him to be my financial consultant as he always makes me feel comfortable and non-obligated to opt for any plans if I am not ready. I would highly recommend my family and friends to engage Guo Jin, as they can rest assured that they will leave every session with new knowledge that will help them in choosing the optimal solution(s) based on their individual needs.