Testimonials

Knowledgeable, Professional & Trusted

Advisor’s Testimonials

“I’m Really Blessed To Be In This Company With Such Amazing Colleagues”

Ben – IAM Financial Advisor

“I Have Definitely Become More Confident In My Presentation And More Flexible in Handling Different Situations.”

Jaye- IAM Financial Advisor

“I Actually Made A Decision To Join His Team As He Has Showed Me A Different Perception Of The Industry”

Wei Xuan – IAM Financial Advisor

“What He Teaches Is Very Relatable To Me As He’s An Advisor That Gone Through These Past”

Yong Jie – IAM Financial Advisor

Written Testimonials

Geraint work ethics have always amazed me. He has been constantly upgrading himself by going to courses or reading for self development. What sets him different is his willingness to share the new found knowledge and insights freely.

He will take the time to go through with you the structure of how to get things done step by step. Having him as a leader definitely influence us to continue improving in our advisory business!

Desmond Lim- IAM Financial Advisor

5.0
2021-05-31T08:03:53+00:00

Desmond Lim- IAM Financial Advisor

Geraint work ethics have always amazed me. He has been constantly upgrading himself by going to courses or reading for self development. What sets him different is his willingness to share the new found knowledge and insights freely. He will take the time to go through with you the structure of how to get things done step by step. Having him as a leader definitely influence us to continue improving in our advisory business!
As a mentor, Geraint was very willing to listen to my challenges patiently and effectively cleared my doubts through thorough explanation of the concepts that I was lacking in. He is very proficient and passionate in what he does.

Soh Zi Hao - IAM Financial Advisor

5.0
2021-05-31T08:07:23+00:00

Soh Zi Hao - IAM Financial Advisor

As a mentor, Geraint was very willing to listen to my challenges patiently and effectively cleared my doubts through thorough explanation of the concepts that I was lacking in. He is very proficient and passionate in what he does.
Before I met Geraint, I didn’t know what are the kind of mentor, company and culture that I should look for so that I can grow in many different aspects of my life.

As I wanted a career with time, freedom and something that I love to do for the rest of my life, without having to drag myself to work. That’s where I chanced upon Geraint when I was looking for a mentor in the financial advisory business on LinkedIn. I initiated for a meet up so that I could ask him on all my queries and to my surprise, he did not poach me over. Instead, he gave me clarity on how I can find the right mentor, the right company, and the right culture so that I can shorten the pathway to the success that I wanted.

Hence, after meeting him I got clarity on the mentor, company, and culture that I wanted and decided to join his team as he showed me a different perspective of the industry and made me realized that there are many things that he has gone through that made him where he is today.

Upon joining him, he taught me life lesson beyond just business and all his plausible ways of conducting the business ranging from simple situation handling to business development and even to my interpersonal relationship of being a better person as he has gone through many different courses and he knew what works and what doesn’t work. After utilizing what he has taught me, I have achieved my MDRT in my first year.

To me, he is more than a mentor, he is a very good friend and my family. Thank you so much Geraint, no words could express my gratitude to you!

Chua Wei Xuan - IAM Financial Advisor

5.0
2021-05-31T08:08:50+00:00

Chua Wei Xuan - IAM Financial Advisor

Before I met Geraint, I didn’t know what are the kind of mentor, company and culture that I should look for so that I can grow in many different aspects of my life. As I wanted a career with time, freedom and something that I love to do for the rest of my life, without having to drag myself to work. That’s where I chanced upon Geraint when I was looking for a mentor in the financial advisory business on LinkedIn. I initiated for a meet up so that I could ask him on all my queries and to my surprise, he did not poach me over. Instead, he gave me clarity on how I can find the right mentor, the right company, and the right culture so that I can shorten the pathway to the success that I wanted. Hence, after meeting him I got clarity on the mentor, company, and culture that I wanted and decided to join his team as he showed me a different perspective of the industry and made me realized that there are many things that he has gone through that made him where he is today. Upon joining him, he taught me life lesson beyond just business and all his plausible ways of conducting the business ranging from simple situation handling to business development and even to my interpersonal relationship of being a better person as he has gone through many different courses and he knew what works and what doesn’t work. After utilizing what he has taught me, I have achieved my MDRT in my first year. To me, he is more than a mentor, he is a very good friend and my family. Thank you so much Geraint, no words could express my gratitude to you!
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