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WHAT HIS CLIENTS ARE SAYING
ENSURES MY FINANCIAL NEEDS ARE PROPERLY COVERED
Bernard helped me to plan for my retirement which was something that I initially thought was too early to think about. But he took time to explain to me the needs for saving and planning in advance which ensures that my financial needs is properly covered.
Corrina
FELT LIKE I WAS TALKING TO A FRIEND
Bernard is very chill and knowledgeable. He took time to explain to me concepts In both areas of wealth protection and wealth accumation and used a lot of examples to explain these concepts to me. When talking to him, it felt like I was talking to a friend and the session was super comfortable
Melvin
TAKES TIME TO UNDERSTAND MY NEEDS
I entrusted Bernard with all my financial portfolio because he takes time to understand my needs. What entails me the most is Bernard is not like the pushy salesperson that I imagine most financial consultants to be and he made me feel comfortable sharing my financials with him.
Angeline
VERY PATIENT AND UNDERSTANDING
Bernard is a very patient and understanding Financial Advisor. He take time to explain to me on the concept of hospitalisation and accident plans. He use his iPad to further illustrate how the 2 plans works and recommend me a plan that are suitable based on my current circumstances. I fully trust Bernard in providing me the best service!
Jia Xing
VERY HELPFUL
I’m an indecisive guy and took about 5 months before I locked in my policies with Bernard. During this period, he was extremely responsive to my questions and concerns and explained to me with no strings attached.
Only after chatting with Bernard, I realised that I was not adequately covered (even though I thought I was) which then he planned out everything nicely for me. He also taught me how to fully maximise my CPF by investing a portion of it 👍
When I needed to file a claim, he was also very helpful and the claim was done smoothly within a few days.
Zachary
HIS POSITIVITY & TREATMENT HAS NEVER BEEN INDIFFERENT
Bernard has been a fantastic FC/FA from the start of my financial journey. Despite being new and apprehensive regarding insurance in general, he always take the time to explain and breakdown the different terminologies in layman terms for me. I might not be his biggest client but his positivity and treatment has never been indifferent. Thank you for helping me along this journey.
Edwyn
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