Alicia Lee (VP Maybank) I was introduced to him by a close friend a few years ago. He came strongly recommended. The onboarding process was smooth and I was explained exactly what and why I was required to do. Subsequently, he sat down with me to review my investments. At that time, I was stuck with a few poorly performing investments which were bought on impulse and left neglected as I did not know what to do with them. He helped me to rebalance my portfolio into one which is aligned with my needs and risk appetite. He was patient with my questions and explained technicalities in layman terms. Now I have a large part of my investments with growth potential and a lesser portion that generates regular income to help cover my expenses. With his guidance and over time, I am now into a more stable and positive return territory. Of course, the market moves up and down, but I am confident that his advice sets me on the right track for the long term. |