Daphne Chin, Lance Lai and Baby Skylar

We had the pleasure of working with Brian for over 10years for Lance and about 4 years for me and since birth for our little one and I cannot speak highly enough of Brian dedication and of his expertise and professionalism. He demonstrated a deep understanding of the insurance and financial industry guiding us to make informed decisions. Not only did he take the time to thoroughly assess our financial situation and goals but provide personalized recommendations that tailor to our ever changing phases of life. He went above and beyond to research and compare various schemes ensuring we are fully covered. What impressed us most was his dedication to not only our financial wellbeing but our personal life, being there to support us anytime. Thanks to his expertise and guidance, we feel confident for our financial future and also am glad that we became not just advisor and clients but friends. We highly recommend his service to anyone seeking a knowledgeable and trustworthy advisor who put clients best interests 1

Chaw Theingi.IT Professional

My friend recommended consulting Brian for buying a new insurance plan. During our face-to-face meeting, I was impressed by his preparation and attention to detail. He carefully listened to and noted my requirements without promoting his products first. Before meeting him, I had little knowledge of insurance and didn’t fully understand benefits and coverage. He explained everything clearly in layman’s terms, going through possible scenarios and reviewing my existing health insurance coverage. Only after I understood my existing insurance coverage clearly, he suggested an affordable insurance plan which meets all my needs and provides additional benefits. Brian is a very friendly person and a good listener. Every time I met with him, I felt comfortable, as if I were talking to an older brother, and our conversations were always fruitful. During our second meeting, he even prepared a folder with all the necessary documents, including details of my existing insurance coverage for future reference. I truly appreciate his effort and excellent service. Even after purchasing the insurance plan, he keeps me informed of any updates related to my insurance in a timely manner. I look forward to working with Brian for my future financial planning and insurance needs. Thank you, Brian, for your great help and heartwork!🙏

Chris Yoong & Siew Wei

Dear Brian, Thank you so much for your assistance in helping us and recommending on the right package of insurance coverage and investment suggestions. Along the way we have encountered multiples consultant where mostly are only suggesting base on what they think is good but not for us. You are typically different as you will base on whats better for your customer in accordance to their needs and want. And you are being very helpful when it comes to claiming process and progress. Being patience and detail in explanation of yours which have taken our heart as loyalty and trust which might be a better words to describe your professionalism. Once again. Thank you for all the assistance and patience. Your loyal customer/friends/supporters,

Samuel & Mandy

We are very appreciative of everything Brian has done for us. He is extremely diligent and responsible We had dealings with several insurance agents, but never have we met someone like Brian before. Who is very responsive and patient. As such, my wife and myself sincerely wishes to express our gratitude to him

June & Yi Feng

Brian has been pivotal to helping us navigate through various financial milestones in our life. He is always there to thoroughly answer any questions we may have, all the while doing so with utmost patience. He is very considerate of our budgets and needs, and always respects our decision. Brian has done so much to ensure that we are well covered, and we are glad to have someone like him to guide us through life’s milestones.

Meifong

Brian has been my financial advisor for over seven years, and I have to say, he is probably one of the more patient advisers I have met. I am consistently impressed by his analysis of my situation. I always feel like he puts my needs first. If he cannot give an answer right away, he always gets back with the right information. I would not hesitate to recommend him.