What my clients are saying
Jing Rong“Joel is efficient and honest. He is keenly perceptive and so was able to quickly identify my financial needs. He knows how to keep it short and succinct. He is also not afraid to be honest. He addressed my concerns and questions with authenticity. These two combined enable him to deliver with veracity so I can trust in his capability.”
University Student
Wan Ru“It is indeed a privilege to have Joel as my financial advisor. Although he is young, he is very knowledgeable and answered my questions thoroughly. My husband and I felt very comfortable talking to him about our financial plans especially now that we have a newborn. He is indeed outstanding and most importantly, a credible financial advisor that you can go to as he is always ready to listen first before suggesting plans that cater to your needs. This is an extremely important trait in this industry. Leveraging his youth, he is driven and delivers quality work within a short time frame. He goes the extra mile for his client and truly displays the meaning of professionalism. Keep up the good work Joel!”
Project Manager
Muhd Ilyas“Joel did very well in understanding my financial situation as well as understanding the priorities in my life. He recommended plans that I feel are beneficial in the long run. By understanding my needs and wants and guiding me on how to manage my finances better, I’m happy to work with him in managing my finances.”
Police Officer
Joshua“It’s been an absolute pleasure working with Joel as my financial advisor. As a recent graduate entering the logistics industry, I was overwhelmed by the amount of financial decisions I had to make, from student loans to starting my savings. Joel took the time to really understand my goals and concerns, and provided clear, practical advice that aligned with my current situation. His ability to break down complex concepts into simple steps made everything easier to understand. I’m now confident that I’m on the right track with both my short-term goals and long-term financial planning. I highly recommend Joel to anyone, especially young professionals looking to build a solid financial foundation. His expertise and commitment to his clients are truly outstanding.”
Logistics Coordinator
Ashok“Joel explains financial planning concepts in simple and clear terms to me. I have learnt the importance of planning my finances and passive income through my sessions with him. Joel also takes time to impart financial knowledge in his free time, as seen by his Telegram channel. Through this, he shares many useful tips to manage our money better and even does financial analysis on hot stocks. It is always heartening to see a FA go above and beyond for his clients, and I am happy to have engaged Joel as a FA.”
University Student
Edmund“As I approach retirement, I realised the importance of having a solid financial plan in place, especially with the uncertainties that come with this new phase of life. Working with Joel has been a game-changer. He took the time to thoroughly assess my current financial situation, including my retirement goals, healthcare needs, and legacy planning. His approach was thoughtful, personalised, and focused on securing my future while addressing my specific concerns as a healthcare professional nearing retirement. Thanks to his expertise, I now feel confident about my financial future and the steps I need to take to enjoy a comfortable retirement. I highly recommend Joel to anyone, especially those nearing retirement, looking for a trusted advisor who truly cares about your long-term well-being.”
Manager
Joel Khoo 