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Impactful/Life Changing Experience
“I’ve met so many agents before, and none shared such insightful analysis of my portfolio with me before. The concept is particularly useful for me to prioritize my Life Planning. I also benefited from understanding the various strategies. You came very well prepared. Thank you!”
Ng Xue Ying (33)
TUTOR, MOTHER OF 2
“Being someone who is rather unfamiliar with insurance policies and financial planning, I’m grateful to have someone who is patient and dedicated who takes time to go through all the queries and doubts I have. I feel comfortable working with the team from the rich and wealthy.
Martin (26)
DOCTOR
“They provided a very interesting presentation of his thoughts and ideas with regards to financial planning, especially for families with children. The visual impact from the presentation and the rich and wealthy checklist is definitely useful and a good idea.
Crystal Tan (32)
SCIENTIST