Dylon has been advising me in my financial planning journey from the start. I appreciate the care and preparation he takes for each review session, for example recapping the status of my insurance policies, and also preparing planning models in advance to help visualise numbers better. As such I feel that each session is productive and helpful. I am also grateful that Dylon takes the time to explain things in detail and yet still in a clear way. If you’ve just started out and are looking for a professional and friendly financial advisor to help you with your financial planning journey, I would highly recommend Dylon.

Melissa, Lawyer

Planning experience been good, I like that it’s focused on knowledge sharing and not pushy. Appreciate that Dylon isn’t in it just for selling

Kenneth, Lawyer

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Ferris, MoneySense Lecturer

Coming from an actuary background, I really like his advice as it was honest and genuine, this really helped with my financial planning process and i find him helpful and experienced!

Shawn, Acturial

Dylon is a great agent that provide up-to-date information about my insurance and investment portfolio. He delivers an honest opinion on strategies that i would adopt. I have a few other agents, however, they do not follow up with me as much. Even when they do, it feel as though they are looking to propose other products to sell, this is not the case with Dylon

Sean, Business Consultant

Dylon is dependable, friendly, approachable and helpful. Is genuine about building relationships with peers and helping out wherever possible.

These were the same reason why I trusted him as my financial advisor when I first started out doing financial planning with him years ago, and continue to draw on his experience now. Dylon makes the whole process of financial planning easy - from planning for short and long term goals together and helping me figure out areas I need to get protected or save for, to patiently explaining insurance jargons and policies, to helping with the claims process for when I got injured on a number of occasions. Unlike other horror stories I’ve heard (or experienced), Dylon is not pushy with products and gives time and space to hear out my concerns or skepticisms, and takes time to explain them to me to alleviate my worries. Best of all, he always makes himself available to respond or help at a text/ WhatsApp’s notice. 🙂

I know I can count on Dylon as a financial advisor, and even more as a friend. Thanks bro for all of your support and looking forward to many more years of friendship and financial planning together!

Samuel, Management Consultant

I got to know Dylon through a friend’s recommendation. I like his consultative style approach. There was no hard selling and i didn’t find the whole experience pushy! My session was highly personalized as he really went to great length to understand my situation to make the best proposal for me. Very detailed needs analysis! Again, his service is highly personalized because he took a lot of effort to prepare his recommendation based on my needs. i appreciate his sincere and genuine advice!

Song Jia, Cybersecurity

My planning experience with Dylon has been smooth, I am able to understand my planning. He keep things brief and plan for my portfolio.

Whenever I have question or issues regarding my policies, Dylon is able to plan for meetup and settle the issues asap. He is very friendly and I am able to speak easily with him.

He is also concerned about my near future plans and help to provide the best plan for my current requirements

Compared to other advisors i met, Dylon is not pushy in getting me to buy other products

Wei Chen, Accountant

I feel that Dylon genuinely want to know his client more so that he can value add. Instead of a single needs discussion like savings plan, he shared the importance of financial planning and provided me an overview. He also detailed the importance of planning for different stages in life. As i am still new, I was expecting my first meeting to involve products but we hardly touched on those!

Simin, Banking

Dylon has been my trusty agent over the past 5 years. He’s been very initiative about our yearly reviews to ensure that I’m up to date with my policies and is very practical in his advisory approach which makes me feel comfortable in sharing my concerns with him. He is also very patient and has always been there to assist, whenever I have any queries. Overall, I’m thankful to have him as my agent and a friend!! 😊

Valerie, Auditor

Dylon is attentive to details and prompt with his responses to any queries, there was no hard-selling and plans were catered to my needs

Ying Yu, Marketeer

Dylon has been with me on my learning journey of finance for the past 4 years and every single meet up, he will always dedicate his 100% into his guidance for me to gain deeper insights on various saving schemes and strategies. Not only that, he always asks about my well being and is genuinely interested in where I am in life. This highlights that he doesn’t only build a professional relationship with his clients, but also a warm friendship with them too. With his rich knowledge of finance matter and an amiable, sincere character, I knew I could trust him wholeheartedly to guide me to become more financially prudent. It was and is still a huge blessing that I had the chance to meet him; to be his friend and client.

William, Data Science

It’s my first time planning, the experience was smooth, comforting and assuring. No hard selling involved.

You actually explained stuff to me and see whether if i agree with you. Very straightforward which is good, using illustration to further make his points to the client clearer.

Honest, trustworthy and recommended.

More driven and passionate. Empathise with others

Andy, Civil Servant

When I met Dylon in 2018, I found him warm, friendly and very knowledgeable. His approach to finance and retirement planning is unlike others, he gives sound, reasonable advice and attainable goals so that I can manage my finances and at the same time set aside money for my future.

I am glad to have found a friend and am grateful that we are more than just agent and client.

I am always thankful that he responds to my queries regardless the timing. I still vividly remember that he attended to my queries when he was on holiday and even extended his help to check on my friend’s eligibility and my uncle’s hospitalisation entitlement. Always thankful to our friend for introducing Dylon to me! ☺️

Melissa, Business Development

My portfolio of policies had been passed through different hands over the years but i was fortunate to know Dylon. My initial impression was his humility and earnesty - when i gave him a box of docs to sort thru, it came back neatly filed in professional-looking folders!

Over the years, i have found his financial advice to be fair and he is helpful, often going beyond the mile, and positive go-getter. If you're looking for a financial advisor, you know who to look for!

Sean, Civil Servant