TESTIMONIALS
“The retirement workshop elevates the value proposition I bring to my clients. With the CPF Projection toolkit, clients can quickly see value and that makes me more referable. And with more confidence in the planning process, I'm able to close sizable annuity programmes."
Loi Boon Ting CFP
Master Financial Consultant
*****
“I like how the CPF Projection toolkit is comprehensive and yet simple to use - my favourite is the Dashboard tab where clients can quickly get a visual of the planning process and see how my recommendations can make sense to them. I am now more confident with the value proposition that I can bring to my clients with regards to their retirement planning. Thanks Kevin!"
Lim Fung Ming
Executive Financial Consultant
*****
“Retirement planning with my clients has been made easier using the CPF Projection Toolkit. I have learnt a lot from the workshop. Kevin is very experienced and willing to impart his sales ideas too. Highly recommended."
Alex Huang
Senior Financial Consultant
*****
“The workshop content is well organised and the CPF Projection toolkit is indeed impressive and detailed by taking into consideration of CPF Life and their existing resources to do the projection so that we can show case how much is the retirement fund needed for our clients to plan. "
Evelyn Xu
Executive Financial Consultant
*****
“The in-depth knowledge shared on retirement planing and CPF was extremely helpful! I have definitely gained new insights and skills from this workshop! And I Iook forward to utilising the CPF Projection Toolkit on my clients to provide them with clarity and certainty on how their retirement life will look like!"
Bernice Leoh
Senior Financial Consultant
*****
“Kevin is very knowledgeable and his technical skills are amazing. I believe this toolkit will be great for clients to know their standing and also for FCs to help plans for clients retirement needs objectively rather than just selling plans based on budget or wants. Amazing!"
Kumaran Mani
Senior Financial Consultant
*****
“I would highly recommend Kevin's workshop to anyone who wishes to level up your knowledge and presentation to engage your clients in retirement planning."
Peter Lim
Financial Services Director
*****
“Kevin is very knowledgeable in CPF and retirement planning and I gained valuable insights on how I can better plan for my clients. The 7.Point Retirement Planning Framework covered in the workshop was very useful too."
Alan Wong
Financial Services Director
*****