We believe that financial planning is a journey, not a one-time event. That's why we are always here to support our clients, every step of the way. Our goal is to empower our clients with the knowledge and tools they need to achieve financial freedom, and we believe that our comprehensive approach is the key to success.
But don't just take our word for it. Take a look at what our clients have to say about our services:
OUR TRUSTED CORPORATE CLIENTS
What our customers
Mr Lim Yong Hock
Key Executive Officer at Propnex Realty
Building wealth is not just about working hard. It is also about how you plan your finances – how do you spend the money, where do you spend the money. This is something SingCapital and Propnex want to work on with you. We want to impart our knowledge to you. Last but not least, it is also about preserving your wealth. That is the 3 different phases we believe in as partners and as a company.
Mr and Mrs Jiang
In the past, I kept my money in the bank with low interest rates, and bought into an endowment plan that locked my money up for 10 years. Now, we invest through a regular savings plan, or RSP, managed by Eric. This gives us a lot more flexibility, and peace of mind, knowing that someone I trust is taking care of my investments. So I know that I can just focus on my family, and focus on my work. Eric is like financial mentor and a life mentor to us. He even shares his own marriage and life experiences. Form how he got his first home to renovation tips. He is like a friend to us.
Mr Goh Lih Shiun
The beauty about Wendy is that she doesn’t throw technical terms at me. She is transparent, she uses layman terms to explain how products or plans work, she listens intently, and she asks questions about what I want to achieve. Even when I was not clear on my goals, she understood that it need time to crystalize, and she gave me the impression that she was willing to work with me, through my life cycle. Wendy is very serious about her job, very serious about helping her clients succeed, and she has innate passion about it. As my financial consultant, I’ve seen how she has helped me achieve my retirement goals, financial goals, while remaining very transparent about the products she recommends, the returns and the feed. And I can see it from my account. It is doing very well, with the more than 20% growth over the years.
Ms Ang Shen
My work is all about customer service. I have been doing it for the past 28 years, and my requirements for my service standards are very high. Alex has managed to meet my requirements, which says a lot about him. Over the last 10 years, I have seen how seriously he takes his job, how much faith he puts in insurance, and how he has helped his customers with their claims. That is not strictly the job of a financial consultant but it shows his dedication to his clients. This is why I trust him.
Mr and Mrs Ng
Couple with Children
We came across one of Shawn’s seminars and since then, his planning has been able to help us to go on this life journey – where my wife, Andrea, can stay at home and be with the kids as they grow up. I think the most important advice Shawn gave us is, “insurance is not investment”. He did a very personalised portfolio of investments for us, benefitting our financial wellbeing. In fact, the insurance Shawn recommended us made it so that we never have to pay any hospital bills at all. When our daughter, Amelia, fell sick a couple years ago, she ended up in a very nice hospital – enjoying ice cream, watching TV. Overall, we have been with him for over 30 years. Our relationship has become so close. He’s not just our adviser – he’s our friend.
Asst Operations MGR
Raphael and Jane were a delight to work with. Both of them bring different things to the table to provide a very comprehensive overview on present situation and considerations driving market sentiment. They were considerate to where I was financially and provided good suggestions on where would be most beneficial for my investment journey. Thank you once again!