Keith, Student

Keith is a full-time information systems student.

"I met Kaine through a photography shoot hosted by Singapore Polytechnic’s Photography club. Coincidentally enough we met again in the army.

What prompted me to seek financial advice was that after I had a chat with my dad on what policies I had, I wanted to look into my own insurance policies and start it early as it’s cheaper at a younger age. A challenge I faced was finding an FA I could trust, someone that is interested in the well-being of his clients. While I had a couple of friends that became FA’s. The majority left me feeling that they were more interested in selling me ILP plans which I did not require.

Working with Kaine has helped me achieve my goals of being more informed about insurance policies and future planning.

Kaine’s planning process is comprehensive and easy to understand.

What I liked about his process is how easy he is to communicate with and how in-depth he is, as compared to the other FA’s I had met. I was impressed that his focus wasn’t to sell me plans but rather to find me something that was best suited to my needs without restraining my finances. Secondly, whenever there was an area I was interested in say future planning (BTO) all I had to do was ask him about it and he prepared a slide deck and gave me a comprehensive review of it.

I decided to go with Kaine as I felt he had my interest at heart and was friendly and competent with the policies he recommended for me."