“Nicholas possess knowledge and shows genuine concerns throughout the entire planning process. His professionalism and straightforwardness provided seamless understanding for me to comprehend where my portfolio stands and where are the areas to improve on. The restructuring process was tedious however, Nicholas's meticulous mind is very assuring and the financial planning journey was delightful.”

Stephanie Guan Hui Xin

“I met Nicholas through a renowned comparison portal regarding mortgage insurance. Initially, I only wanted to get a quote across the board of insurers in the market. However, after speaking with Nicholas, he widened my horizon and showed me a different angle that increases my insurance coverage without spending significantly more. Nicholas is definitely a few levels higher in terms of planning compared to my previous agents and bankers.”

Gary Foo Zhi Xian

“Nicholas has been our family financial advisor before joining his new FA firm. We are blessed to have Nicholas managing our portfolios ever since and appreciate his annual reviews to keep our finances in check. Nicholas is very humble when our investment account beats the market, yet at the same time, does not shun it during the recent bear market (2022). His frank and sincere management of our investment are to applaud for which continues to keep our minds clear for the long road ahead.”

Abishek & Mariah