Testimonies

“In the time that we’ve gotten to know Dicky, he has gained our confidence and trust in assisting us to plan for our financial present and future. We found his advice timely and invaluable as he was able to help us develop a realistic financial plan that we felt comfortable with. It’s not always easy to find a good financial planner/advisor and we’re glad to have found one in Dicky…will find his professionalism and sincerity toward his clients very refreshing… pleased with his services!”

~ Lynn & JR, Partners, Design Consultancy

“Dicky is one of few financial planners who listened to my specific needs and requirements and not one trying to talk me into anything… he has shown commitment in his work, with efficient follow-up and valuable feedback. I was particularly pleased with his professionalism, courtesy, enthusiasm, prompt service and dedication. I wish Dicky success in all his future endeavours.

~ Keith Chia, Head, Financial Institution

“A friend recommended Dicky to us and since we met him sometime in March this year, we are so glad that we have made a good friend. He turned out to be more than a trusted financial consultant indeed. From the first impression we had of him… knowledgeable and updated in all aspects of financial management… giving us valuable financial advice… very professional and thorough… gave us a detailed step-by-step proposal to re-prioritize our financial commitments… reduce our debts substantially…guided us to work towards building up cash reserves… practical and easy to follow advice…re-organized our insurance policies to better meet our financial needs.

As laymen to financial issues, we had lots of questions…so patient in devoting tons of his valuable time to answer all our questions.
Recently, six months after we first met him…able to fulfil most of the adjustments…are now in a much better state financially in just 6 months, thanks to Dicky…saving so much…able to achieve months of cash reserves that we have never been able to do so. With a peace of mind…financial planning is well taken care…able to focus on building our business.

We have been recommending Dicky to our friends and family…they too can benefit from his effective financial guidance…have received nothing but praises from these contacts that we have given to him.”

~ Daisy & Alex, Sole-proprietors, Design Consultancy

“I will like to thank you for all your assistance in the time of our family crisis. In 2006, my dad was diagnosed with a terminal disease. In the beginning, we felt like the world came crashing on us. My dad, being the breadwinner of the family…concerned for the sustainability of the family of six members…scheduled a meeting with his financial planner.

…the first time I met Dicky. He sat down with my parents and I, to review each and every policy we purchased…urgency of the review…took many Sundays to explain to us…presented our family’s financial portfolio in a detailed and logically spreadsheet...forecasted the insured amount and follow up procedures. Despite the crisis…very calm in advising us how to better manage and protect our funds. After striking a comfortable financial positioning, he executed independently in accordance to the strategic plan. Throughout my dad’s illness…stood closely by our family...consistently assured my dad to focus on recovery… promised to look after my family and leave the financial challenges to him. Dicky was more than an insurance agent, he was a friend…whom our family has the confidence in entrusting our finance with.

In late 2007, my dad sadly passed on. In the time of sorrow, Dicky is a man of principles, and stood by his promise…initiative in collecting the documents…reduced the spouse’s burden…took time off to accompany my mum to every insurance companies to submit the death claims…impressed me as being a dedicated support pillar and followed through…passion and sincerity in looking after his clients.

…importance of quality financial planning and relationships you build with. This relationship is built over years, through many experiences and based on trust. The trust that Dicky has shown towards my family is unparalleled.

...Thank you for everything you have done for my family.”

~Bob Goh, Senior IT/ Business Analyst, Business Consultancy