Dr Kevin Tan & Jamie, Medical professionals

Jamie and I first got to know Alvin and his wife Katherine from church sometime in 2004. As medical professionals, we knew little about financial management especially in investments, retirement and estate planning. Over the years, we have regular reviews and he explained the various aspects in stages whenever there is a need. After reviewing our portfolios, he recommends plans to bridge the gaps we have in our financial plan. Alvin is able to provide clear and simple explanations without information overload. He recommends solutions that are tailored to our needs. We have done up our wills with his help and will be looking to possibly set up a trust for philanthropic purposes in the future. I would recommended Alvin to anyone who requires financial advice as he is able to cover a wide range of concerns and offer a large network of product providers.

Louis Tan, Banker

Alvin took over the servicing of my plans when my previous adviser left the industry in 2014. Over the years of working with him, I have found him to be diligent and quick to respond whenever I had queries on my policies. Being a busy private banking professional, I appreciate that Alvin is able to help me & my family in many aspects. He is like a one-stop shop where my financial needs can be taken care of. He is knowledgeable in the area of financial literacy and keeps up-to-date with industry changes. He keeps us updated regularly on news and changes in regulation which might have a financial impact on us. Besides being our financial planner, Alvin also services my parents, aunt & in-laws’ medical insurance plans. With his prompt response to coverage details, we were able to quickly decide on the ward & hospital to seek treatment when my aunt required urgent medical care recently. Due to his ability to handle many aspects of financial planning, I highly recommend Alvin to anyone who is looking for a responsible & competent adviser.

Boon Leng, Retired (former Head, Group Operational Risk Management at a bank)

Alvin has been our financial planner since 2014. My wife and I are comfortable working with him and looking forward to his further advice on how to protect our retirement nest and other needs as we embark on our earlier retirement phase of our lives. Alvin has good knowledge of the products he recommends. He is organised and our portfolio information and details are efficiently captured with the technological tools he uses. We are able to view and have an understanding of our portfolio during discussions with Alvin. He has good time management and will make effort to be on time for our meetings and addresses our inquiries promptly. Alvin will put in extra effort to engage with his clients. He curates reading materials and articles for our reading pleasure, allowing us to understand more about financial planning. We would recommend Alvin as he is a certified adviser and he is able to advise on a broad range of services, ranging from investment, insurance to education planning.

Danny Koh, CEO

I first knew Alvin when we were classmates in NTU. After graduation, we both worked in different Big 4 accounting firms before he switched career to financial planning. He is loyal and does not push products but rather focuses on what best for me & my family. We have gone through many stages of planning from the time I was single to getting married to starting a family. He is proactive to update me whenever there are new plans that are suitable as well as help me to save money whenever there are opportunities to review and consolidate some of my insurance plans. I have also recommended Alvin to my friends and colleagues whom have found him to be a reliable and responsive adviser.

Irene Koh (name redacted)

(picture not provided as the civil servants have restrictions in social media postings) I fully appreciate Alvin's commitment in sharing timely advice with me, without being pushy in products selling. He diagnoses suitable products to align with my needs. In more than 15 years that I started off with Alvin when I was in my 30s for life insurance & critical illness plans, he has journeyed alongside me as I am now in my 50s - to advise me on Estate planning (Trust & LPA) & more suitable insurance products. He shares valuable insights from his experiences.

Jessica Ling, Purchasing Manager

My husband and I got to know Alvin and his wife when we met during an overseas diving trip sometime in 2004/2005. At that time, I had quite a few insurance policies from one of the big insurers but I felt lost as I had questions and didn’t know who to contact. After Alvin reviewed my family’s policies he was able to explain to me what I have and which areas needed to be evaluated. I find him to be very personalised and patient. He has a good understanding of his work and is able to compare plans across different insurers. One thing I like very much is that he response quickly to my queries and is able to advise and guide me on the right choices to ensure that my financial goals are met. I have recommended Alvin to my young adult children as well as my aunt as he is an adviser that they can trust.