You were very patient and followed through on the initial reason I had sought your assistance and expertise, to look for a CI plan for my cousin. However, did not move forward. And when I had expressed desire to take up another plan, you were resourceful and called in someone who would be able to service my needs better. That is very honest of you instead, of trying to sell me something that you do not have sufficient knowledge on (:

Kayla & Ken gave me a very insightful introduction on how comprehensive financial planning works. They are very friendly and the whole session was totally non pressuring. I walked away from the meetup with a lot of clarity on how I can embark on my financial/insurance planning journey their professional advise such that I'm able to make better decisions. Kayla even shared case studies on his own personal portfolio which other advisors did not and that helped me anticipate what will it be like for me if I have done the same thing. Giving me the assurance that Kayla practices what she preach! I strongly recommend all young individuals who have not embarked on their financial/insurance planning journey to meet up with him if you are thinking of getting your financial matters planned correctly from the start.

Thank you for arranging and making it so comfortable for me. The chat was non-pressurizing and Kayla was honest and straightforward during the discussion. It feels more like shr was trying to build relationships, rather than forcing people to enter the program. It was an insightful session for me as well as I got understand a little more about investments! Kayla also took time to understand and assess my current situation before starting our session.

Kayla is very responsive and alert, she attends to my requests promptly whenever I turn to her. Kayla would go the extra mile by taking time to read up on my previous plans and meet up to explain to me on my existing coverage. She also provides me with valuable second opinion and I trust her advices. Find the right agent to get your insurance done with, I have met agents who have no after sales service which caused much inconvenience when I needed a review.

Thank you for sharing on the overlapping of benefits vs optimizing every dollar that we pay for insurance. You also share with me on the difference between savings & investments, and which is better / more comfortable for us. You advised us on the restructuring process too. You were also able to relate to how young families might be facing now and in the near future, and through our conversation, we were able to somewhat grasp what we will be facing in the near future. It was a very clear & open conversation. You display great professionalism in the whole consultation process. Overall, I feel the consultation was very beneficial, 8/10!

Kayla is professional, efficient, and knowledgeable. She explains things clearly and patiently, making everything easy to understand. I always turn to her for any finance-related questions, and I wouldn’t hesitate to recommend her to anyone looking for trusted financial advice!

Kayla is authentic(reliable, trustworthy and always the same person), full of Zeal and Empathetic.

She showed me usually how people of my age group are planning and also personalised a portfolio that is affordable which will help me in future-proofing.

Definitely no hard selling, not only does she not stick to one type of program, she suggests multiple for me to understand what’s better for myself.

I am so happy to have found someone like Kayla to entrust her with planning my finances 😌