Financial Planning Journey

“I can always count on Cheng Huann for honest and realistic financial advice. But above all I could always count on him for great service. I have lost count of the number of times when he accommodated my schedule, either by travelling to inconvenient places or meeting at odd timings, all so he could get the financial advice to me. I am confident that he will always deliver sound financial advice and I count it as my privilege to have him as my advisor.”

“Joanna and myself first got to know Cheng Huann in different capacities at work, and later on found out that he was a financial planner. From the onset, CH demonstrated a very strong sense of professionalism and expertise in his work. As I have some background understanding in finance and investments, I questioned and scrutinized every financial products presented to me. In response, CH was able to clinically explain the benefits and trade-offs of each of his proposals to Joanna and myself, and more importantly why those trade-offs were acceptable for us. In particular, CH also advised against taking up certain products at times, as he has assessed that those were not aligned to our needs.

These created many honest conversations about our financial needs both as individuals and as a family unit, and enabled CH to not just be a reliable advisor, but also a trusted friend. As Joanna and I now welcome an addition to our family, we look forward to having many deep discussions with CH about the financial future of our daughter, and of our family.”

“What first struck me about Cheng Huann was that he was willing and able to answer my questions clearly, sensibly and head-on.

Planning my finances and buying insurance used to be a dreaded chore to be avoided at all cost - it has made all the difference to have Cheng Huann as a friendly face and trusted advisor.”

“Cheng Huann has been a long-time friend from school and he has also become my trusted financial advisor. I appreciate his sincerity in understanding my needs and his confidence in proposing the best solutions. Cheng Huann patiently explains all my queries in simple and clear terms. He is knowledgeable about his products without overwhelming people with unnecessary details. I also appreciate his little acts of thoughtfulness, such as remembering and celebrating my children’s birthday. He is someone dependable and trustworthy whom I can turn to every time for good advice. With his strong dedication to client satisfaction and personal development, I strongly recommend Cheng Huann to anyone who is still looking for a financial advisor with that special quality - you need not look further. ”

“I have known Cheng Huann since his time in the Republic of Singapore Navy (RSN). Diligent, logical and conscientious, he was a valuable and dependable team player.

When it came to financial planning matters in his current job, Cheng Huann further developed and grew his skills to be a strong financial adviser. I value a lot his competency and attention to details of every single product and plan we discussed, and I dare say the high level of competency is not common in most financial advisers.

In terms of soft skills, his dedication to his clients and the job to be done, as well as the strong service-oriented attitude he possesses puts him head and shoulders over many others. Most importantly, it enables Cheng Huann to be an all-rounded financial adviser – technically knowledgeable and personally approachable. I am confident he will go on to be an excellent adviser to many more clients.”

“Cheng Huann and I worked very closely together for 2 years. My impression of him had always been that he has an impressive work ethic and quick on critical analysis; all whilst being really meticulous and maintaining a strong sense of fairness.

He is a trusted friend and collegue, and that was why he was the person I turned to for my insurance coverage and retirement planning.

I had engaged many financial planners previously, but Cheng Huann stood out for his sincerity in coming up with a plan that was suitable for me. We sat down to find out more about my current financial situation and potential life plans down the road. He compared my existing coverage and investment portfolio with my risk tolerance. He presented the various products available before making his recommendations. He was clinical, succinct and sharp in his analysis of the pros and cons of each product for me; I appreciated the candour and the personal touch.

After the sale, he still catches up often and also provided timely updates on new financial products that have proven to be great investment opportunities. He remains a friendly face beyond the usual planner/client relationship.”

“Cheng Huann is my older cousin and has always been a very wise person that I look up to. He is determined, smart and someone you can look to when you need sound advice. I have seen how hard he worked to achieve what he has today, through hard work, effort and sincerity. He is patient and knowledgeable, always giving me sound advice when it comes to financial planning (from entering the workforce to buying a home and then having kids) He is never pushy and only recommends policies based on your needs. He is also very thoughtful and dedicated to his work. I often throw him sudden travel plans or insurance questions and he is often very prompt in responding to requests. Even with the success he has achieved through the years, he is never complacent and continues to work as hard as he first started out. I would strongly recommend him to anyone who requires a financial planner. He takes very good care of me and my family and is never absent when we need him.”