Planning For You So You Don't Have To
Planning For You So You Don't Have To
'Lots of people treat financial planning as one of those irritating adult things that you just have to do to get your life in working order. John surprises me by making all these things a breeze to deal with, every single damn time. I ignore documents and letters with his name (he hates it btw) on them all the time, simply because I know
'Lots of people treat financial planning as one of those irritating adult things that you just have to do to get your life in working order. John surprises me by making all these things a breeze to deal with, every single damn time. I ignore documents and letters with his name (he hates it btw) on them all the time, simply because I know I'm in safe hands.
From friend to financial planner, I've known him for nearly 15 years now. Be it rain or shine, 12PM or 12AM, travel or accident claims, I know he'll never let me down!'
'Johnathan's genuine and sincere attitude makes me feel at ease when i have to discuss matters pertaining to my insurance and financial concerns. His approach is unlike that of your usual agent, which would be to up-sell all kinds of rider plans, most of which you will never need.
He is very easy to talk to, patient and pro-active. I high
'Johnathan's genuine and sincere attitude makes me feel at ease when i have to discuss matters pertaining to my insurance and financial concerns. His approach is unlike that of your usual agent, which would be to up-sell all kinds of rider plans, most of which you will never need.
He is very easy to talk to, patient and pro-active. I highly recommend John if you are the sort that has trouble grasping and understanding your insurance policies.'
'John helped me with my financial planning two years ago when i realised that all my policies were in a complete mess. He simplified everything and gave a thorough explanation of what he thought I should do. He presented to me various options and guided me towards a well thought-out decision.
Ultimately, he empowered me to take charge and
'John helped me with my financial planning two years ago when i realised that all my policies were in a complete mess. He simplified everything and gave a thorough explanation of what he thought I should do. He presented to me various options and guided me towards a well thought-out decision.
Ultimately, he empowered me to take charge and be responsible of my own planning, while giving the extra support when necessary. I never had to worry about getting things that i don't need since he takes the time and effort to understand my situation well.
Things have become much simpler and easy since John helped me out. Speak to him and be rest assured you will get transparent advice without any bullcrap and hidden nonsense. Save your precious time for the more important things in life.'
'Johnathan is the first financial advisor that i sought out when i was looking to do financial planning, and i eventually bought my policies from him as he is someone i feel i can trust.
Jonathan is dedicated to his work, and always willing to go the extra mile whenever i have any questions. he always finds time from his busy schedule to
'Johnathan is the first financial advisor that i sought out when i was looking to do financial planning, and i eventually bought my policies from him as he is someone i feel i can trust.
Jonathan is dedicated to his work, and always willing to go the extra mile whenever i have any questions. he always finds time from his busy schedule to reply any queries i have, and thus has been someone that i look for whenever i needed financial advice.
Many financial advisors seek to please their clients, but with Johnathan, i know i will be getting the most honest feedback and opinion, as he is not afraid to speak his mind. this is the main reason why i trust him, and i strongly believe trust is very important in his line of business.
I believe Johnathan will continue to do well in this career, and he will be there whenever i need him.'
'John Yeo is a very patient guy. Being a very forgetful person myself, he always explains and answers my doubts repeatedly.
He provides plans extensively and advise accordingly to cater to my needs and always have my best interest in mind.'
John is my friendly and dedicated advisor.
We meet up a few times every year to review my financial plan and explore new opportunities together. We also address my concerns about health and safety, and John helpfully personalizes my coverage plan.
I would not hesitate communicating with John for any clarification for relevant matters.
'Johnathan has been my trusted advisor and friend for many years. He has been helping me with financial planning and sharing advice that were genuinely applicable and useful for me.
Being dedicated to his job, Johnathan have often went the extra mile to meet me at my convenience in the midst of our hectic schedules.
He is dedicated to his
'Johnathan has been my trusted advisor and friend for many years. He has been helping me with financial planning and sharing advice that were genuinely applicable and useful for me.
Being dedicated to his job, Johnathan have often went the extra mile to meet me at my convenience in the midst of our hectic schedules.
He is dedicated to his career as a financial advisor for many years since graduation and will continue to do so.
Despite seeing his success over the years, he still maintains his humble posture and willing aptitude to offer financial advice timely, which is tremendously helpful since I'm from a non-finance related industry.
He is here to stay, and I believe that we will continue to progress together as time will show.'
'Johnathan is a great advisor. He has enlightened me on several points that I've missed out and have focused fully on the objective of the meetings.
At the same time, showing meticulous concerns over small details such as the different settings for different meetings. Definitely looking forward to having him as my advisor and as a friend.'
'Thanks a lot for taking time to clear the doubts I had previously, i know it was rather sudden that i approached you given my circumstance where i was covered by two similar policies and had to let one go.
I felt comfortable bringing up the worries I had about the insurance policy i signed as you were objective about it. Thanks for giving me refreshers about my insurance coverage too'
'I have engaged Johnathan to review my financial health with the objective of whether I can have a career switch without worrying about future financial needs if the future salary is half of what I will get. He was very efficient and effective in his analysis. I have learned from him not only about the financial products such as insuranc
'I have engaged Johnathan to review my financial health with the objective of whether I can have a career switch without worrying about future financial needs if the future salary is half of what I will get. He was very efficient and effective in his analysis. I have learned from him not only about the financial products such as insurance but also constantly reminded on my purpose of buying certain policy plan. His insights on my financial health have further enhance my decision on whether to make a career switch. I am also grateful on his detailed analysis on the loan that I need to set aside with varying increase in property loan interest rate. He also advised me the ways to clear personal loan and debts. Thank you, Johnathan. It was a fruitful 2 hrs and I am clearer on my financial directions.'
Take action now to find out how you can better plan for your financial home!