I was previously from another FA company and the guidance provided there cannot compare to here. Everyone here is super friendly and helpful, and are happy to see you succeed. The culture here is not that of employer-and-employees, but rather like that of a family: if a family member is in trouble, the rest will come to help you out even if they might not necessarily have any monetary gain from helping you.
My agent david chen from GE has been exceptional in providing personalized and efficient service. He took the time to understand my needs and found the perfect plan. His expertise and prompt responses have given me peace of mind. I highly recommend him for his professionalism and commitment to customer satisfaction.
I graduated knowing that i wanted to be in the financial planning career. Compared across many companies and agencies, took into consideration important factors to me, like mentorship and credentials of the company. Even met up with many managers across different companies , but was most confident of the culture and mentorship Graduate Advisory will provide. Thank you for giving me the opportunity, GAG!
Wei Da is very genuine throughout the entire time that I worked with him. He would candidly share about the benefits and things to note of different type of policies and recommend the most suitable one for me. I had a lot of questions during the process and he would answer them one by one patiently. Out of all the financial advisors that I have spoken to, Wei Da stands out the most as he is well versed with the policies and would take time to understand your needs first before recommending anything. Highly recommend people to work with him!
I started as a client who was impressed with the level of knowledge, ethics and professionalism of this agency. I was keen to learn more and subsequently joined the agency. The people here have gone above and beyond in mentorship and guidance to ensure that we serve clients to the best of our ability and put them first. Great place to grow.
Wei Da's care for my financial planning is like no other. He is patient in taking the time to understand my needs, genuine in his desire for me to achieve financial independence, and reliable in recommending products that are best suited for me. He is committed to not only his work but also to me and my wellbeing. He is definitely a friend whom you can trust to share your life and plan your finances with.
Reena is extremely knowledgeable and professional. She takes time to understand my financial needs and proposes solutions that is within my budget. If certain plans are not required at my current stage in life, she will even discourage me from taking them up. She also proactively sends regular updates on my investment plans and the general market outlook. I know that I am in good hands and will 100% recommend Reena to anyone looking for a dedicated and trustworthy advisor.
Wei Da is someone who is committed to everything that he does and strive to achieve. He is committed in helping his clients and those around him understand which insurance products are suitable for their needs and the importance of being financially secured and independent. During my entire discussion with him regarding which insurance coverage is suitable for my needs, he was patient, genuine, and professional. Additionally, he is very well-versed in the different insurance products available. Through my discussion with him, I managed to gain a deeper understanding about the insurance products available and whether they are suitable for me.
kera was very patient and knowledgeable and sufficiently answered and reassured me on all the queries and concerns i had! as its my first time looking into investment and insurance plans, i definitely learned alot from our session together! really grateful ☺️
Reena is very friendly and helpful as an advisor and also as an individual. With her as my advisor, I don't have to worry much and I do feel safe and comfortable even though we do catch ups once a year.
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