“My adviser is a sincere, thoughtful and professional wealth planner. Throughout the whole period of working together, the advice that she has provided was always well-organised and straight to the point. There was no fluff and everything was transparent. Not only were her comparisons thorough and detailed, she uses clear strategies which always gives us very helpful suggestions on what we should and should not do.
We are pleased to have her as our adviser and fully entrust our risk management and retirement planning to her.”
E Sathiaseelan | Client of Professional Investment Advisory Services Pte Ltd
“I had the honour to encounter my adviser professionally and was introduced to her expertise in investment opportunities. I was highly impressed by her knowledge of the industry and her grasp of various investment opportunities available. Her ability to analyze my financial situation made obvious her experience in this field.
I have experienced other investment adviser in the past, but never the likes of her. Such is my trust in her as a person and her professionalism that I have entrusted my entire present and future investment plans in her hands, knowing that she will ensure my portfolio is protected and will mature with healthy returns.”
Ivan KL | Client of Professional Investment Advisory Services Pte Ltd
“I’ve known my adviser for years and find him to be a caring professional who truly listens to his clients’ needs. With him, you never feel pressured or treated like a “sales target” – instead, you feel like you’re talking with a trusted friend who offers great solutions for all your financial needs.
His expert knowledge makes planning, protecting and growing one’s wealth easily accessible while his personable nature is refreshing. I trust him for his insight, knowledge and passion to provide his clients with the best wealth management service possible.”
Jenny T | Client of Professional Investment Advisory Services Pte Ltd
“I have known my adviser for the past seven years and find him to be a very knowledgeable and competent individual. He is trustworthy, communicates well and understands my financial needs and matches them with suitable tools very well. I find him to be very reliable, a confidante for financial matters. Prior to knowing him, I had no long term retirement plan from an investment viewpoint and was deeply in debt (with banks and credit cards). After being introduced to him, my financial life has stabilized and improved tremendously over time. Debt have been reduced and will be cleared totally by end of 2011. Investments have borned results and there is now a financial plan towards retirement. I feel that he always has his clients’ wellbeing upfront rather than the pushing of products and services to simply close a sale.”
Terence T | Client of Professional Investment Advisory Services Pte Ltd
“I came to know of my adviser through a friend in church who recommended that I speak to him to learn how to be more prudent and wiser with my finances. I had been married for just over two years and supporting a wife and baby daughter on a single income meant having to be more careful with my money. I've been with him for the past three years, and it's been great. He has recommended various investment and insurance products to better cover my family and help take care of our long-term financial needs. He is quite approachable and open in sharing information about the products and market, making it easier for me to balance my long-term financial needs with my more immediate needs. I would be happy to recommend his services to others.”
Eugene L | Client of Professional Investment Advisory Services Pte Ltd
“I was introduced to my adviser by a friend and I have been with him for the past two years. Professionally, he is competent, knowledgeable and has a holistic approach to financial planning. He listens well to his client’s needs and is able to recommend products accordingly. He is a patient, approachable person and not pushy. He is always diligent in his responsibilities where he keeps me updated on trends, financial situations and provides me with options. Since knowing him, I have seen growth in my investments. I have greater peace of mind, knowing that my financial needs are managed professionally and with care.”
Au Yong, WH | Client of Professional Investment Advisory Services Pte Ltd
“I came to know of my adviser through an introduction. Since then, I have been with him for the past four years. Prior to having professional financial advice, I found my financial situation to be unplanned, ad-hoc and messy. I now have better visibility of my financial situation and am better able to appreciate various investments and insurance products. This is my first time having professional financial advice and I find it to be a great service in which I have recommended my adviser to a friend.”
Tan EH | Client of Professional Investment Advisory Services Pte Ltd
“I was introduced to my adviser by my colleague. I have known him for the past one year and I find him to be very competent and professional compared to my previous adviser. Prior to having professional advice, I found that I was lacking of such knowledge knowing that it is important. Thanks to him, I am now more confident in investing.”
Khoo JH | Client of Professional Investment Advisory Services Pte Ltd
“My adviser treats me more like a friend than a client. He advises me on investments and other financial related matters based on my needs rather than promoting products for his advantages. His professionalism is displayed through his consistent updates of my investment portfolio, putting me at ease amid my busy life. It is a comfort to know that my investments are in good hands.”
Seet WK | Client of Professional Investment Advisory Services Pte Ltd
“I knew my adviser a couple of years before I approached him to manage my portfolio. I have the advantage of getting to know him as a person outside of his profession before I found out about his vocation. That time, there was no financial planning need on my part too. I saw in him integrity, trustworthiness, financial acumen as well as the fear of God. So when the need for financial planning service arose, it was easy to who I should go to for help.
I have engaged him as my financial planner for about four years. So far my portfolio has increased about 14%. As I am a rather hands-off client, he has been very proactive in his recommendations. Understanding my needs and risk appetite, he was able to recommend the investment accordingly.
I would definitely recommend him to a friend who needs an adviser.”
Linda C | Client of Professional Investment Advisory Services Pte Ltd
“I have worked with my adviser for almost three years. In that time he has become not just a fantastic and integral part of our financial planning but a close personal friend.
His style has been refreshing in that he engenders a simple and straightforward approach that is both reassuring and intimate. He has been a revelation for us and made sensible and pragmatic decisions on investments that have yielded good results.
In a world full of advice, I have found my truly trusted adviser.”
B Cupples | Client of Professional Investment Advisory Services Pte Ltd
“I knew my adviser from church, and got to know that he became an adviser after he came back from his studies in Australia. Having worked for a number of years and accumulated some savings, we decided to engage his services to help us manage our finances more effectively and he has been doing so for the past five years.
One thing which I really like about his services is that he never recommends me products which are not relevant to my needs. He is honest and seeks to maximise my interests above his own revenue. He is also responsive and committed toward his role as an adviser. Whenever there are opportunities to invest in a particular market or product, that is aligned to my overall financial objectives, he would keep my husband and I informed fairly quickly, so that we would have the lead time to make the investment decisions. He would also respond to my questions, doubts or concerns with empathy, patience and timely advice. He also seeks to level up my understanding of the financial context and the market trends to facilitate my decision making with regard to our investments.
While I had some savings and was fairly prudent in my spending before I engaged his services, I did not have a sense of clarity with regard to my financial situation, or have any long term plan with regard to my retirement plans. Having engaged his services, I have greater clarity around my financial situation, and also a better sense of the impact of some life decisions on my financial goals. For instance, if my husband and I ever have to live with a single income, what is the impact of that decision on our lifestyle, and on our retirement plans?
Since I begin using his services, I have already recommended him to two of my friends. One of them has been using his services and even referred him to her husband. I will not hesitate to recommend him to anyone who seeks for an adviser who is honest and competent in his job.”
Chia NN | Client of Professional Investment Advisory Services Pte Ltd
“My adviser has been giving me financial advice for the last four years or so and all I can say is his advice and offerings have been absolutely bang on each time a transaction has been made. This has included pension, short term investments, planning for my kids education and what to do with some equity from selling my house.
I have been approached by many advisers in my fourteen years as an expat, most of them I wouldn’t give the time of day for. He however showed excellent understanding of his products, but more importantly incredible in depth knowledge, backed by credible experience in investing. This is the main reason I have decided to do all of my investing with him.
To sum up, I will trust him with every penny I wish to save, his honesty, integrity and reliability is a rare commodity in his line of work, few advisers I know really do look out for their customer the same as he does. I usually refrain from making recommendations, especially when it comes to money matters, in this case, however, I have no problems in recommending him.”
H Norrish | Client of Professional Investment Advisory Services Pte Ltd
“Recently, my daughter had been admitted to hospital for acute bronchitics. Thanks to the advice of my adviser, my child was covered with a suitable plan. He is very concerned about our daughter and family and even visited us to provide advice and encouragement during this difficult time. He is also actively monitoring both my wife’s and my investment portfolio and as a result, the performance has been quite positive.
We sincerely appreciate his concern and care, and were encouraged by his presence. He makes us feel we can trust him with our financial and family matters. I am more than willing to recommend him to anyone for his dedicated service, and the company he is representing, PIAS.”
Tay KC | Client of Professional Investment Advisory Services Pte Ltd