Chris Ng (Risk Analyst, IWS Pte Ltd) Dave is genuinely interested in finding out my needs and preferences and planning for how to achieve them. As I invest in the stock market, it's great to meet a financial consultant who invests in stocks and follows the latest market news. This instills confidence in me that he actually knows about investing, rather than being limited to just having knowledge about investment products to sell.
When we sat down to review my existing plans, he suggested that some of my existing plans are good, and that I shouldn't change them, which elicits my trust that he has my interests at heart instead of just making money by selling plans. In addition, he constantly keeps himself and the people around him in the loop about the latest industry news that might affect them as a value-add on top of his professional services. I can always trust him to keep me posted about any updates about my existing plans and also outside of them which may affect me as an individual.
I highly recommend Dave as your financial consultant to add value to your life beyond basic financial planning. |