Testimonial 3
I was referred to Chuan Sheng by my son. At first I was skeptical and thought that it would just be another sales talk like what a typical agent would do. However my son shared that he went through the session and strongly believes that Chuan Sheng will be able to help and guide me to the direction I want.
After the session with Chuan Sheng, I realised that during the session there was nothing about products. He was just sharing his own introduction and was there to listen to what I want to achieve. He guided me through on a lot of the things I did not see be it my past insurance or am I on the right track. I strongly recommend Chuan Sheng and has been doing the same for people around me that needs any financial advise.
Mrs Loo 58, Chief Finance Officer
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Testimonial 2
I have been working with Chuan Sheng for the past 4 years. I am someone whom did not meet any financial advisor before him. I can across him through a friend when my wife was pregnant and needed basic insurance.
Chuan Sheng is always patient with me and will explain throughly on the details of the plans. He even drew out what I will be seeing in terms of my financial goals and I know what I can achieve. He is always willing to take the extra mile to help with servicing be it when my baby needs to seek medical attention to even birthdays.
Because of this, I recommend Chuan Sheng to my 7 family and friends to him!
- Alvin 41, Business Owner
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Testimonial 1
I’ve been working with Chuan Sheng for the past 3 years, starting when he was at AIA. When he first mentioned moving to Finexis, I was unsure about how an IFA could benefit me. However, Chuan Sheng was professional at his craft and explanation helping me to visualize my cash flow and demonstrated how the IFA platform could optimize my portfolio.
As a result, I reduced my payments by 39% while increasing my coverage by 475%. He also helped optimize my existing investments, cutting charges and potentially increasing my returns, all while maintaining the same timeline and budget. I have referred my family and friends to Chuan Sheng and strongly believes suggest you guys to work with him.
- Dennis 35, Engineer
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