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Executive Director, Investor at Appco Group Thailand & Hong Kong

“I was introduced to Gilbert in 2006 because I felt it was time to start financial planning. I was 28 years old at the time and while I’ve always done my own investing, I’ve never really taken time to review my overall financial health and I thought it was about the right time.

I’ve come to learn that financial planning is extremely important because it’s not just about how much money I earn now, it’s about how I can translate that into a sustainable long term income stream and protection / safety net for the people around me (after me). Understanding my complete financial picture is also critical for me to manage my expenses and for me to reach my goal of financial independence.

Prior to our first meeting in Coffee Bean @Chinatown Point, I was part skeptical part concerned. What was I skeptical / concerned about? I just wanted to “talk and see how” yet my imagination of these agents are aggressive, not a good listener, just want to sell you their stuff, etc – you know what I mean. I have to say though, that right after I met Gilbert, all these concerns disappeared.

He had a calm demeanor about him which I really liked. He listened to me and we talked. In fact, we didn’t even do anything except get to know each other during our first meeting. I remember I “interrogated” him with tons of questions because I was serious and I wanted someone who I could count on for a lifetime (not someone green and would change their job after 2-3 years). Gilbert gave me all the answers I needed and more, which is why our relationship has continued till today.

Gilbert is always very well prepared and well informed (which is absolutely crucial), approaches our review very systematically without prejudice / bias and of all the characteristics I like most about him, the best is: he does not pressure me into making decisions.

If you are not ready for financial planning – you absolutely should start now… because I wish I started earlier than 28 years old.

If you are already considering it… you should meet Gilbert – no need to make any decisions and no need to feel any pressure like I did before my meeting. Have your first meeting, ask your questions and you can form your own opinions about him / his services.

I’m glad I met him.”

Honors Teacher & Talent Management Manager at The Keys Academy, Singapore

“Gilbert is the husband of a dear friend and despite our friendship of 30 odd years, I have never been asked or pressured to consult him simply because of our relationship.

My husband and I initiated approaching him after we were let down by other agents and advisors, who did not follow-up or update us on our portfolio once we’ve signed on the dotted line.

In our requests for retirement planning, amongst other forms of insurance, Gilbert has been a most reliable and responsive financial advisor. Lastly, we feel assured that his recommendation is based on what he genuinely feels is most helpful to us as I know that he himself put his money where his mouth is! “

Head of Corporate Communications at Institute of Bioengineering and Nanotechnology

“Gilbert has been my financial planner for more than 10 years. Financial planning is important to me because I want to grow my money through the right investments. I word hard in my job and want my money to work hard for me too, instead of lying idle in my bank account. My goal is to maintain my current standard of living when I retire. Without financial planning, this would be difficult to achieve.

Gilbert is professional and clear in his communication. He does not hard sell. I can always trust him to recommend the most suitable financial or insurance product to me based on my needs and risk appetite. If you are looking for a reliable financial planner, Gilbert is your choice!”

Banker, Husband and Father of two

“Financial planning is important to me as it helps to provide for my family (at least financially) if anything were to happen to me. My wife would not have to worry about our mortgage, my children would be able to attend the university of choice and, my parents’ expenses would continue to be provided for. Given the above, a financial adviser needs to be reliable, dependable and independent to source for the best coverage that meets your requirement. I count myself lucky to have known Gilbert through a colleague close to 10 years ago, and till now, he remains the go-to person for all my family’s insurance needs (including claims).”