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Wall of love for Megan's Testimonials

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What customers say

Megan has received overwhelmingly positive testimonials from her clients, highlighting her friendly demeanor, trustworthy character, and extensive knowledge in financial planning. Many clients appreciate how she takes the time to understand their unique situations, providing personalized and clear guidance on various financial matters such as insurance, budget management, and retirement planning. Clients feel comfortable approaching her with questions and find her explanations thorough and easy to understand. Megan's dedication to her clients' financial well-being, as well as her proactive communication, helps dispel the stigma associated with financial advisors and adds a personal touch to her service. Overall, Megan is seen not just as a financial advisor but as a supportive ally in navigating financial choices, making her highly recommended by those who have worked with her.

Review highlights

TrustworthyFriendly servicePersonalized guidanceKnowledgeableEmpowering experienceProactive communicationSincere careClear explanationsHighly recommended
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Shawn
I chose Megan as my advisor because of their genuine passion, deep knowledge, and the trust they inspire from the very first conversation. They took the time to understand my needs and goals, and it was clear that they were fully invested in helping me succeed. Working with them has been an incredibly positive experience. Not only did I gain clarity and confidence in my decisions, but I also felt supported every step of the way. Their advice was always thoughtful, practical, and tailored to my situation. If I had to offer any feedback, it would only be to keep doing exactly what they’re doing. Their authenticity and care are what set them apart, and I’m grateful to have had the chance to work with them.
I chose Megan as my advisor because of their genuine passion, deep knowledge, and the trust they inspire from the very first conversation. They took the time to understand my needs and goals, and it was clear that they were fully invested in helping me succeed. Working with them has been an incredibly positive experience. Not only did I gain clarity and confidence in my decisions, but I also felt supported every step of the way. Their advice was always thoughtful, practical, and tailored to my situation. If I had to offer any feedback, it would only be to keep doing exactly what they’re doing. Their authenticity and care are what set them apart, and I’m grateful to have had the chance to work with them.

BC
Brenda Chong
I chose Megan as my advisor because of her proactive and friendly nature. From the very beginning, she made me feel comfortable and took the time to understand my needs, which made it easy to trust her with my financial planning. She goes out of her way to explain complex matters in a clear and relatable way, which has helped me feel much more confident and informed about my financial decisions. Working with Megan has been a positive and empowering experience. She is not only knowledgeable but also genuinely caring and sincere. Her responsiveness and thoroughness make financial planning feel less overwhelming, and I truly appreciate the effort she puts into ensuring I understand every step. That’s why I would not hesitate to recommend her to my friends and family. Honestly, I’ve had a great experience so far :)
I chose Megan as my advisor because of her proactive and friendly nature. From the very beginning, she made me feel comfortable and took the time to understand my needs, which made it easy to trust her with my financial planning. She goes out of her way to explain complex matters in a clear and relatable way, which has helped me feel much more confident and informed about my financial decisions. Working with Megan has been a positive and empowering experience. She is not only knowledgeable but also genuinely caring and sincere. Her responsiveness and thoroughness make financial planning feel less overwhelming, and I truly appreciate the effort she puts into ensuring I understand every step. That’s why I would not hesitate to recommend her to my friends and family. Honestly, I’ve had a great experience so far :)

NH
Nur Hazirah
She is trustworthy, friendly and honest. She has helped me with my future plans as well as keeping it within the budget that I have shared with her. I would recommend her to my family and friends as she really tries to accommodate to our request and she answers to our questions very well!
She is trustworthy, friendly and honest. She has helped me with my future plans as well as keeping it within the budget that I have shared with her. I would recommend her to my family and friends as she really tries to accommodate to our request and she answers to our questions very well!

L
Megan has been a wonderful advisor – someone who truly puts her clients’ interests first. She is patient to understand my needs and gave wise advice for me to work towards my financial goal in a safe and realistic manner. I really like how genuine, helpful and open Megan is; she is not pushy, there is no pressure and every session feels very comfortable. Thankful to have cross path and have you as my advisor!
Megan has been a wonderful advisor – someone who truly puts her clients’ interests first. She is patient to understand my needs and gave wise advice for me to work towards my financial goal in a safe and realistic manner. I really like how genuine, helpful and open Megan is; she is not pushy, there is no pressure and every session feels very comfortable. Thankful to have cross path and have you as my advisor!

SP
Siti Nur Umm’aira Phang
Megan was introduced to the family by my mum’s friend. I remember her being eager and attentive. She really made the effort to ask about and listen to our financial situation and goals. I reached out to her for a one-to-one for a more in-depth elaboration of my personal policies and plans, and she made the time to go through them one by one and how they help for my future goals. In addition, she makes little gifts for different occasions, even our birthdays!, which we really appreciate. Hope to continue succeeding with her :)
Megan was introduced to the family by my mum’s friend. I remember her being eager and attentive. She really made the effort to ask about and listen to our financial situation and goals. I reached out to her for a one-to-one for a more in-depth elaboration of my personal policies and plans, and she made the time to go through them one by one and how they help for my future goals. In addition, she makes little gifts for different occasions, even our birthdays!, which we really appreciate. Hope to continue succeeding with her :)

S
- She knows her plans very well, detailed explanations, can talk to her as a friend instead of (client and FA relationship). Not pushy, plans sport event and invites her clients/friends whom are interested and picking up the sport. Very nice way to bond and get to know each other more. - Helped me in financial planning when i needed it the most and for the future. - If only they are interested in being in the FA industry. - Alls good for me, just want her to be herself and be comfortable around others.
- She knows her plans very well, detailed explanations, can talk to her as a friend instead of (client and FA relationship). Not pushy, plans sport event and invites her clients/friends whom are interested and picking up the sport. Very nice way to bond and get to know each other more. - Helped me in financial planning when i needed it the most and for the future. - If only they are interested in being in the FA industry. - Alls good for me, just want her to be herself and be comfortable around others.

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Nurnafaati

You showed that you are willing yo go to the extra mile for me and willing to help me sort out my previous unattended policies. This experience has benefited me alot in a wah that i know i am covered with insurance for my health and during my bad days. I would recommend her to my friends and family, definitely of course. Keep doing what you do, Megan. You are doing good.

You showed that you are willing yo go to the extra mile for me and willing to help me sort out my previous unattended policies. This experience has benefited me alot in a wah that i know i am covered with insurance for my health and during my bad days. I would recommend her to my friends and family, definitely of course. Keep doing what you do, Megan. You are doing good.

Darryl Tan
I really respect your hustle and also how you didn't just straight push me to buy anything when we started knowing each other that made me realise I would like to engage you to be my advisor. It benefited me alot as I learned alot on financial planning and what I actually need. I would recommend you to friends and family as you are really hardworking and trustworthy. Don't really have anything to feedback on.
I really respect your hustle and also how you didn't just straight push me to buy anything when we started knowing each other that made me realise I would like to engage you to be my advisor. It benefited me alot as I learned alot on financial planning and what I actually need. I would recommend you to friends and family as you are really hardworking and trustworthy. Don't really have anything to feedback on.

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Amanda
Gained more insightful knowledge with regards to financial planning.

J
Jonathan
Megan is very insightful and stays up-to-date with current trends and developments, whether in insurance or investment. She helped me gain a better understanding of my future financial trajectory and provided valuable advice along the way
Megan is very insightful and stays up-to-date with current trends and developments, whether in insurance or investment. She helped me gain a better understanding of my future financial trajectory and provided valuable advice along the way

Kyler Ng
Megan is my trusted financial advisor, and I have observed her continually enhancing her knowledge by researching various financial topics, even those outside her expertise, such as housing purchases. She goes the extra mile and provides impactful advice. With Megan as my advisor, I have learned to manage my finances and expenses more effectively, including cutting unnecessary costs and saving for future needs. When I first engaged in financial planning, I was skeptical due to the presence of many questionable agents. However, I believe the stigma surrounding financial advisors can change if everyone has a trusted advisor like Megan. Overall, I have been very satisfied with Megan’s advice and service. Her dedication and proactive approach have made a significant difference in my financial planning.
Megan is my trusted financial advisor, and I have observed her continually enhancing her knowledge by researching various financial topics, even those outside her expertise, such as housing purchases. She goes the extra mile and provides impactful advice. With Megan as my advisor, I have learned to manage my finances and expenses more effectively, including cutting unnecessary costs and saving for future needs. When I first engaged in financial planning, I was skeptical due to the presence of many questionable agents. However, I believe the stigma surrounding financial advisors can change if everyone has a trusted advisor like Megan. Overall, I have been very satisfied with Megan’s advice and service. Her dedication and proactive approach have made a significant difference in my financial planning.

C
Corinna
Megan can provide a very clear and detail explanation. I am more aware of the retirement plan and also able to plan according to need which is very beneficial to me.
Megan can provide a very clear and detail explanation. I am more aware of the retirement plan and also able to plan according to need which is very beneficial to me.

GK
Gurdip Kaur
Megan has done absolutely fantastic job without a doubt. Very much appreciate her help to followup closely and make sure all the claims the hospital after my discharge taken care of. Thanks Megan for your wonderful and helpful on all the claims.
Megan has done absolutely fantastic job without a doubt. Very much appreciate her help to followup closely and make sure all the claims the hospital after my discharge taken care of. Thanks Megan for your wonderful and helpful on all the claims.

JO
John Ortega
Megan is a good friend of mine, chose her as I deem her the most trustworthy, and not the type of advisor who will sell me things I won't need. After our talks, I realised the importance of being covered medically, and also how I can plan my finances better.
Megan is a good friend of mine, chose her as I deem her the most trustworthy, and not the type of advisor who will sell me things I won't need. After our talks, I realised the importance of being covered medically, and also how I can plan my finances better.

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Marilyn
I chose Megan as my advisor as she goes the extra mile for her clients and I can tell that she’s very passionate and knowledgable in her line of work. She gives me tips and advice about financial literacy which I find useful for my future. Megan is definitely someone I would recommend to my friends and family as a trustworthy financial advisor.
I chose Megan as my advisor as she goes the extra mile for her clients and I can tell that she’s very passionate and knowledgable in her line of work. She gives me tips and advice about financial literacy which I find useful for my future. Megan is definitely someone I would recommend to my friends and family as a trustworthy financial advisor.

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NFA
I was introduced to Megan by my partner and I’m glad I made the change. Megan is attentive to our needs and she never fails to send us relevant news to always keep us updated be it government subsidies that may be beneficial to us all to recommending the correct financial plans to suit our situation. Financial Planning was not my strong suit at first but Megan shared with us it is important for our future and starting early is the right choice.
I was introduced to Megan by my partner and I’m glad I made the change. Megan is attentive to our needs and she never fails to send us relevant news to always keep us updated be it government subsidies that may be beneficial to us all to recommending the correct financial plans to suit our situation. Financial Planning was not my strong suit at first but Megan shared with us it is important for our future and starting early is the right choice.

J
Janel
To say that Megan is extraordinary is an understatement. She is a friend before an FA, honest and upfront when it’s beneficial which leads me to I trust her and her recommendations. She not only emphasises looking after my wellbeing, but the wellbeing of my family as well. Extremely prompt in finding out any information I need and taking the time to break down and explain things to me when I have difficultly grasping financial concepts. She helps me to find the most efficient ways to optimise my earnings especially since I’m at the age where I have little to no overheads. She also understands that my parents are looking to retire in the next few years and is actively working out solutions to ensure that they have a comfortable life ahead of them. She goes above and beyond what’s expected of her, truly pouring her heart into what she does. Thanks Megan!! :)
To say that Megan is extraordinary is an understatement. She is a friend before an FA, honest and upfront when it’s beneficial which leads me to I trust her and her recommendations. She not only emphasises looking after my wellbeing, but the wellbeing of my family as well. Extremely prompt in finding out any information I need and taking the time to break down and explain things to me when I have difficultly grasping financial concepts. She helps me to find the most efficient ways to optimise my earnings especially since I’m at the age where I have little to no overheads. She also understands that my parents are looking to retire in the next few years and is actively working out solutions to ensure that they have a comfortable life ahead of them. She goes above and beyond what’s expected of her, truly pouring her heart into what she does. Thanks Megan!! :)

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Syauqina
I chose Megan as my advisor because her sharing from the start has always been informative and detailed. Can tell that she genuinely cares for her clients and wants the best for them! Megan helped to break down information into simpler, easy to understand explanations which is helpful for someone who’s new to financial planning. Overall, it has been a pleasant experience 😊
I chose Megan as my advisor because her sharing from the start has always been informative and detailed. Can tell that she genuinely cares for her clients and wants the best for them! Megan helped to break down information into simpler, easy to understand explanations which is helpful for someone who’s new to financial planning. Overall, it has been a pleasant experience 😊

TY
Tay Bee Yan
Megan is a great person with great character. She is very trustworthy and provides excellent service. Megan took the time to analyse my current policies and was able to made some excellent recommendations that provide better cover for me. Thank you so much for your excellent service, patient and consideration of my insurance needs.
Megan is a great person with great character. She is very trustworthy and provides excellent service. Megan took the time to analyse my current policies and was able to made some excellent recommendations that provide better cover for me. Thank you so much for your excellent service, patient and consideration of my insurance needs.

A
ay
alls good, very fantastic, very brilliant.

P C
• I choose you as an advisor because of the feedback i’ve heard from the friends around me and they recommended you as a choice due to their trust. • I think the experience helped clarify a few things i was blur of and also helped strengthen my trust and confidence in investment my money. • Financial planning used to be a term that had a stigma to it, but after my interaction and word of mouth from people i trust around me, I believe it will benefit me it the long term and help secure a better financial future for retirement. • I think Megan (you) has done a great job explaining and clarifying things i was cautious about and has helped solidify my confidence in pursuing financial planning with her. Everything explained is clear and I trust her as a person to help me with this!
• I choose you as an advisor because of the feedback i’ve heard from the friends around me and they recommended you as a choice due to their trust. • I think the experience helped clarify a few things i was blur of and also helped strengthen my trust and confidence in investment my money. • Financial planning used to be a term that had a stigma to it, but after my interaction and word of mouth from people i trust around me, I believe it will benefit me it the long term and help secure a better financial future for retirement. • I think Megan (you) has done a great job explaining and clarifying things i was cautious about and has helped solidify my confidence in pursuing financial planning with her. Everything explained is clear and I trust her as a person to help me with this!

NS
Nur Syafiqah Binte Suhaizan
I chose you as an advisor as you were recommended by a family member of mine. It's difficult for me to approach others for help so when others help me find such solutions, I am more incline to take it. Within the few sessions, I have a clearer picture of how my money can be used effeciently. I can also look at which parts I am lacking in terms of my finances. Although right now I do not have a goal to work to, I can better save up for the future in case of anything happens. I think it is nice that you kept asking if I understood what were being discussed.
I chose you as an advisor as you were recommended by a family member of mine. It's difficult for me to approach others for help so when others help me find such solutions, I am more incline to take it. Within the few sessions, I have a clearer picture of how my money can be used effeciently. I can also look at which parts I am lacking in terms of my finances. Although right now I do not have a goal to work to, I can better save up for the future in case of anything happens. I think it is nice that you kept asking if I understood what were being discussed.

YV
Yeo Kai Qi Valerie
My current advisor put in effort to build up rapport with my family and I. This makes it easier and makes us feel more comfortable to contact with our advisor for guidance. With the guidance from my advisor, I am more aware of the importance of financial planning.
My current advisor put in effort to build up rapport with my family and I. This makes it easier and makes us feel more comfortable to contact with our advisor for guidance. With the guidance from my advisor, I am more aware of the importance of financial planning.

TL
Teo bee lian
Introduce by daughter The Experience benefited me on the knowledge and understanding more about my insurance purchase and others by Megan (financial consultant)
Introduce by daughter The Experience benefited me on the knowledge and understanding more about my insurance purchase and others by Megan (financial consultant)

NS
Nur Syahzanani Suhaizan
I was recommended by Hidayat and was intrigued by your friendly demeanour. The experience has been very beneficial in helping me have a better understanding of how my finances can be managed better for both protection and wealth accumulation. I can finally see that financial planning is not just about insurance for yourself but also for the people around you.
I was recommended by Hidayat and was intrigued by your friendly demeanour. The experience has been very beneficial in helping me have a better understanding of how my finances can be managed better for both protection and wealth accumulation. I can finally see that financial planning is not just about insurance for yourself but also for the people around you.

MN
Muhammad Nurhidayat
A secondary school friend whom approached me to talk about financial planning and was what I needed. Megan was able to give insightful details on policies and the approach needed to have a comfortable life. Would recommend!
A secondary school friend whom approached me to talk about financial planning and was what I needed. Megan was able to give insightful details on policies and the approach needed to have a comfortable life. Would recommend!

TD
Tay Tien Ming Damien
I chose Megan as she has a friendly and trustworthy personality and her sessions with me have enlighted me in terms of showing me an overall of all my policies and updating me on certain policy changes. She also shared with me strategies on how i could manage my finances using planning and foresight thinking which has open my perspective on how i handle my cashflow and expenses. Even though she is new, I feel that she has the passion to help people and she is reliable and knowledgeable which translate to what people are searching for as an advisor.
I chose Megan as she has a friendly and trustworthy personality and her sessions with me have enlighted me in terms of showing me an overall of all my policies and updating me on certain policy changes. She also shared with me strategies on how i could manage my finances using planning and foresight thinking which has open my perspective on how i handle my cashflow and expenses. Even though she is new, I feel that she has the passion to help people and she is reliable and knowledgeable which translate to what people are searching for as an advisor.

YX
Yeo Xiaoting
I would always get someone I’m familiar with to manage my stuff. Through the sessions, gained abit more insights of some financial planning / insurance etc. Experience has been great so far.
I would always get someone I’m familiar with to manage my stuff. Through the sessions, gained abit more insights of some financial planning / insurance etc. Experience has been great so far.

Ashley
It was absolutely the right choice to choose Megan as my Financial Advisor. Megan is organised, professional and extremely comprehensive. She is able to understand my unique situation/financial goals and adapt the recommended course of action to my needs. Above all, I find her advice to be invaluable as someone that lacks the foundations and prior knowledge of financial planning. She is also not pushy which is great!
It was absolutely the right choice to choose Megan as my Financial Advisor. Megan is organised, professional and extremely comprehensive. She is able to understand my unique situation/financial goals and adapt the recommended course of action to my needs. Above all, I find her advice to be invaluable as someone that lacks the foundations and prior knowledge of financial planning. She is also not pushy which is great!