When I first met Ms Chua, a 50-year-old accountant who was fully committed to her work, the first thing I realized was that even at the age of 50, retirement was still an impossible dream, far away from her reach.
However, this didn’t mean that she did not care about retiring early. In fact, she had invested in various financial plans from other planners, banks, and a particular investment linked policy (ILP) where she was required to fork out over $12,000 in annual premiums.
But none of them were able to give her the financial freedom she sought.
So when we met, I looked through her entire financial portfolio. That’s where I realised one thing.
In other words: She has been paying unnecessary premiums for these benefits all these years!
So that afternoon, I went through her entire portfolio. I advised her on what plans she could afford to take out, as well as what plans she needed to retain in order to preserve and protect her financial interests.
The result? She ended up reducing her annual premiums by about $10,000, WITHOUT reducing her overall coverage and financial protection. All in an afternoon!
In fact, my experience with Ms Chua became a defining moment and inspiration for me and my career. It spurred me on to continue helping others with their financial situations in various capacities, including the people below…
“ADDS PRACTICAL VALUE TO HIS CLIENTS WITH HIS IN-DEPTH FINANCIAL KNOWLEDGE!”
Kieran is comfortable person to work with, because of the way he uses his in-depth financial knowledge to add real and practical value to his clients! He not only showed a deep understanding of my financial situation, but took it one step further by breaking down and then recommending solutions which are relevant and cater to my needs.
Kieran is always on the ball in making sure my questions are always answered satisfactorily, so I will definitely recommend him to anyone who wants a reliable partner in financial planning!
“HIGH LEVEL OF PATIENCE IN TALKING TO PEOPLE OUTSIDE HIS INDUSTRY”
During our consultation, he managed to make things fun and easily digestible for a layman like myself. The recommendations he made after understanding my situation, was superior to that of what other consultants have provided me!
I was very satisfied with his professionalism and clarity, and he follows up promptly. He communicates well, understands the needs of his clients and is never in a rush to close a deal. I’m thankful to have known Kieran and will highly recommend his service to anyone looking for financial planning.
“EXPERIENCED FIRST-HAND THE CARE AND CONCERN HE HAD FOR HIS CLIENTS”
Having entrusted my financial planning with Kieran, I had the chance to witness his professionalism, work ethics, care and concern for his clients as a financial planner. He went through the extra mile in making sure that he understood what I needed before making the appropriate recommendations to cater to my needs.
Compared to other agents which I had encountered before he was not pushy in selling and I’m really thankful to have known Kieran. Will definitely highly recommend his service to anyone looking for financial planning.
“TRANSFORMED MY VIEW ON FINANCIAL PLANNERS COMPLETELY”
“Prior to meeting Kieran, I have met with a few advisers who did not provide any support or follow up. Because of that, I once had a less-than-positive view of them.
Kieran has, however, changed my view on advisers! He has never failed to make sure that I am not only well-informed regarding the current market for my investment portfolio, but to oversee my finances with an undivided level of attention.
Having an adviser whom is committed to his clients very rare. If you’re looking for someone who will provide that level of attention and expertise to your financial portfolio, look no further than Kieran!”
“HELPED ME TO ACTUALLY UNDERSTAND MY FINANCIAL PORTFOLIO FOR ONCE!”
“Kieran did one very important thing for me as a financial planner: He helped me to actually understand my financial portfolio for once!
I have invested in a various number of financial plans, but as I’m not a financial expert myself, I was never really 100% sure of what kind of coverage I had. But after meeting with Kieran, I now have a crystal-clear idea of how my finances are protected!
On top of that, he is well-versed in his products, and he took the time to thoroughly go through my existing portfolio. He offers constant suggestions on how to improve upon it, and regularly provides updates. I highly recommend him to anyone looking for a retirement planning expert!
“NEVER MET A FINANCIAL PLANNER THIS SINCERE ABOUT HIS WORK”
Kieran has all the qualities of a capable financial planner: He communicates well, takes the time to understand my needs, and finally providing the most appropriate financial solutions.
But what I liked about him the most was not simply his ability to do his job, but the level of passion and sincerity he brought to the table. Working with Kieran, I have to believe he put in as much dedication and commitment to my finances as he does his very own!
“HIS FOLLOW THROUGH EFFORTS AND ACCOUNTABILITY TO HIS SERVICES ARE SECOND TO NONE”
Out of all the wealth management consultants I’ve worked with, Kieran’s follow through and accountability is handled with aplomb, which made him stand out from the others in my memory. I was very satisfied with his professionalism and clarity, and I would definitely recommend him to anyone else looking for top-notch financial services!
“INSTEAD OF SELLING ME A STANDARD PRODUCT, HE SPECIFICALLY PICKED OUT A SOLUTION FOR ME!”
When we first met, Kieran was really quick to pick up on my financial requirements and expectations, and also addressed issues which were important to me.
But what surprised me was that rather than selling a standard product (which was my experience in the past), he went out of his way to find the ideal solution for me! In short, he listens clearly, identifies his clients’ needs, and then delivers accordingly. He would always make sure that his clients are well-informed, and well taken care of.
As a satisfied client, I would definitely recommend Kieran to any of my friends or family members who are looking for a good wealth management consultant!
“GAVE ME A CLEAR IDEA OF MY EXISTING COVERAGE WITHIN OUR VERY FIRST MEETING”
Kieran is a reliable and meticulous person to work with. He offered me many valuable insights into the potential financial coverage in a simplified manner in which even someone like me (who is not in the industry) can understand.
However, I was most impressed with the fact that he was able to provide me with a clear idea of my existing coverage, as well as suggestions for me to improve on my financial decisions, within my very first meeting with him!
Kieran is definitely someone who provides substantial value to whomever he meets, so I highly recommend his services.
“SHARES ADVICE EVEN IF IT DOESN’T BENEFIT HIM!”
Kieran has the heart of someone who truly wants to help improve his clients’ financial situation. He walked me through my financial planning journey, making sure to explain every step and detail clearly along the way. In fact, even if it was something that may not benefit him personally, he was still happy to share additional financial advice with me! To me, that makes him stand out from the typical salesperson, banker or agents you meet outside.
“GAINED A HIGHER LEVEL OF CLARITY JUST BY SPEAKING WITH KIERAN!”
After Kieran’s session’s I’ve learnt the right type of plans I need, the importance of right amount of coverage and amount of money to allocate for it. Overall, I have gained more clarity on what I need.
Kieran’s explanation is alot more educational and clearer as he taught me how much to allocate my cashflow and the figures he used are also catered to me, making the whole session much more relatable and easy to understand. He wasn’t as pushy as well in making the sell, compared to the agents and bankers I have met before.
I will highly recommend his service to anyone looking for financial planning!
“THE IDEAL PARTNER FOR ANYONE FEELING LOST ABOUT FINANCIAL PLANNING!”
What I like most about Kieran is his honesty towards his clients in this business. Instead of up-selling and scaring me by saying more is always better, he considers my current lifestyle / phase and expenditure and makes sure I don’t overcommit to a plan I can’t sustain.
He has great content knowledge, is fully aware of current policies and their pros and cons hence recommending only the suitable ones for me. His explanation is crystal clear which provided a sense of understanding because many a times, I don’t quite know what am I covered for. All in all, He is no pushy / up-selling speech.
For anyone feeling a bit lost about Financial planning and needs somebody to make things simple, Kieran is the guy to talk to!
“A GENUINE AGENT WHO TRULY HAS MY INTERESTS AT HEART”
Kieran is a person who is passionate about his job and he will go the extra mile for his clients. His in-depth knowledge of insurance and investment helps in analysing my financial needs, long term planning and type of protection.
On top of that, he regularly follows up on my investment portfolio. Kieran comes across as a genuine agent who has my interests at heart.
His personalised knowledge of my needs makes for someone you can trust and work with.
“EXCElLENT AND PERSONALISED ARE THE TWO WORDS TO DESCRIBE HIS SERVICES AND ADVICES”
My experience with Kieran was really catered to my needs. He was also really conversant, knowledgeable, competent and provided me a clearer understanding of what I need.
His service is excellent and very personalised and he is always on the ball in making sure my questions are always answered satisfactorily.
So I will definitely recommend him to anyone who wants a reliable partner in financial planning!
“I HAVE FINALLY LEARNT THE RIGHT AMOUNT AND TYPE OF POLICIES TO GET AFTER I MET HIM”
What I liked most about kieran’s sharing was that it was customised and personalized to my current situation.
I have learnt how to calculate the right amount of coverage I need and the right type of policies to get too!
He is also very customer orientated and Compared to other agents which I had encountered before he was not pushy in selling and I’m really thankful to have known Kieran.
Will definitely highly recommend his service to anyone looking for financial planning.
“GAIN ABSOLUTE CLARITY ON WHAT I REALLY NEED”
After Kieran’s session’s I’ve learnt the right type of plans I need, the importance of the right amount of coverage and amount of money to allocate for it.
Overall I have gained Absolute clarity on what I really need.
“VERY DIFFERENT FROM THE OTHER ADVISORS AS HE IS PUT CLIENT’S INTEREST FIRST”
Kieran shared with me how to calculate my insurance needs and was professional and set the expectations of the meet up right from the beginning.
He is a sincere guy who puts in his best efforts to listen and understand. He is very easily approachable and easy to converse with.
Will definitely highly recommend his service to anyone looking for financial planning.
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