My Testimonials

What my clients say

Read what clients have to say about Ivan, a highly accomplished financial professional and a Certified Financial Planner, CFP®. Discover how his expertise has helped them achieve financial success.

Dr Teo JW

Dentist

Ivan is very knowledgeable about insurance and investment products. He takes time to understand your needs, explain things and compares different plans to make sure that you are getting the right coverage. No hard sell, no bulls%@*. I trust him.

Ms D. Tan

Brand Director

Ivan is a true professional, an expert in his field. Most importantly, he is someone whom I can always trust for sound, objective advice when making important, potentially life-changing decisions. Ivan has partnered with me over the last 3 years to build a robust financial/insurance portfolio and through it all, demonstrated the highest level of integrity and reliability. Without a doubt, one of the best I know and would highly recommend.

Ms C. Tay

Ivan is a responsible financial planner with a personalized approach. He proactively ensures my insurance coverage and investments needs are suited to my lifestyle. He is able to clearly explain insurance policies and financial products in a manner that is easy to comprehend. I appreciate his patience to answer my multiple questions to ensure that I understand his recommendations.

Mr Siow WL

SME Owner

Over the last decade that Ivan has been servicing us, I have been impressed by his consistent care and sincerity. Be it a simple hospital plan or complex corporate insurance coverage, Ivan would put in the same 100% effort and ensure we were well taken care of.

Ms Lim SQ

Private Banking Professional

Ivan takes time to understand my needs and helps me find the right coverage at affordable premiums for my family and me. Over the years, I’ve recommended his services to many friends and family members.

Mr Tan XR

Investment Specialist, Private Bank

Ivan emphasizes on his duty of care to the client. He ensures that the client is educated on his/her insurance and investment choices.

Testimonials

Client Testimonials

Discover how Ivan’s expertise has transformed the financial journeys of satisfied clients.