Testimonials

Knowledgeable, Professional & Trusted

Video Testimonials

“I Was Quite Surprised He’s So Knowledgeable and Professional”

Lucy Chung – Life Coach & Regional Sales Executive

“I Consider Myself To Be A Very Financially Savvy Person But Yet I Still Had Quite Alot To Learn From Him”

Ng Yi Wei- Property Investor & Consultant

“If You Want To Know How You Can Preserve & Build Wealth In The Different Aspects Of Your Financial Life, Feel Free To Find Geraint”

Calvin Mau- Business Owner

“I Enjoyed His Wealth Formula And Cashflow Budgeting Portion Which He Emphasize On The Importance of Start Investing Early”

Andy Lim – Property Consultant

“It was truly an educational and beneficial experience”

Hadi – Engineer

“If you want to know more about insurance and protecting your loved ones, you can always look for Geraint.”

Cayden Chang – Founder of Mind Kinesis Value Investing Academy

Written Testimonials

Lucy Cheng
Geraint's explanation of the financial concepts was really easy to understand!
He was also really friendly, helpful and patient as he got to know my situation and he also took the time to understand from a consumer's point of view.

He is definitely someone I could trust.

Lucy Cheng - Life Coach

geraint liu
5.0
2019-07-21T10:04:56+00:00

Lucy Cheng - Life Coach

Lucy Cheng
Geraint's explanation of the financial concepts was really easy to understand! He was also really friendly, helpful and patient as he got to know my situation and he also took the time to understand from a consumer's point of view. He is definitely someone I could trust.
Farez Juraimi
Geraint made financial planning easy to understand. He used a garden analogy which really got me thinking about how aware I was about financial planning. What garden analogy you might ask? You have got to ask him to explain. He explains it best, I kid you not.

It was also a massive plus for me as Geraint actually listened to what i had to say. It certainly felt like we were working together to meet my needs.

Overall, it was a positive experience filled with educational insights. Geraint has got your back, no doubt

Farez Juraimi - Journalist

geraint liu
5.0
2019-07-21T13:44:42+00:00

Farez Juraimi - Journalist

Farez Juraimi
Geraint made financial planning easy to understand. He used a garden analogy which really got me thinking about how aware I was about financial planning. What garden analogy you might ask? You have got to ask him to explain. He explains it best, I kid you not. It was also a massive plus for me as Geraint actually listened to what i had to say. It certainly felt like we were working together to meet my needs. Overall, it was a positive experience filled with educational insights. Geraint has got your back, no doubt
Christoper Lee Susanto
Geraint's sharing session was really simple and easy to understand.

He was very honest and straightforward when he explained the concept of insurance.

Everyone will certainly benefit from listening to him.

Christoper Lee Susanto - CEO & Business Owner (Investment Community & Printing Company)

geraint liu
5.0
2019-06-27T18:09:45+00:00

Christoper Lee Susanto - CEO & Business Owner (Investment Community & Printing Company)

Christoper Lee Susanto
Geraint's sharing session was really simple and easy to understand. He was very honest and straightforward when he explained the concept of insurance. Everyone will certainly benefit from listening to him.
Lim XinHui
Geraint's sharing gave me a better idea on the right type of plans I need and how to better allocate my money. It was really informative and he managed to explain the concepts clearly.

He also gave me more examples that I could relate too and it was really educational too!

Lim XinHui - Business Owner (Weighing Scales)

geraint liu
5.0
2019-06-27T18:13:26+00:00

Lim XinHui - Business Owner (Weighing Scales)

Lim XinHui
Geraint's sharing gave me a better idea on the right type of plans I need and how to better allocate my money. It was really informative and he managed to explain the concepts clearly. He also gave me more examples that I could relate too and it was really educational too!
Poon Pei Wen
After Geraint's session, I've gained more clarity on what I needed to become financially free.

Geraint felt like a legit advisor and the mood was a lot more relaxing and not pressuring.

Poon Pei Wen - Business Owner (Cafe)

geraint liu
5.0
2019-06-27T18:16:10+00:00

Poon Pei Wen - Business Owner (Cafe)

Poon Pei Wen
After Geraint's session, I've gained more clarity on what I needed to become financially free. Geraint felt like a legit advisor and the mood was a lot more relaxing and not pressuring.
Julien Lew
After my session with Geraint, I've gained more clarity on my finances. His sharing was easy to understand and now I know the right type of plans to get.

He was also more educational and consultative and he gave me a positive first impression too!

Julien Lew - Business Owner (Cafe)

geraint liu
5.0
2019-06-27T18:18:56+00:00

Julien Lew - Business Owner (Cafe)

Julien Lew
After my session with Geraint, I've gained more clarity on my finances. His sharing was easy to understand and now I know the right type of plans to get. He was also more educational and consultative and he gave me a positive first impression too!
John Wang
Love the part when Geraint used the different graphs to illustrate our financial needs of our different stages of life.

Different way of presenting a very enlightening financial needs model, and it explained our financial needs instead of pushing products.

John Wang - Business Owner (Photobooth)

geraint liu
5.0
2019-06-27T18:23:03+00:00

John Wang - Business Owner (Photobooth)

John Wang
Love the part when Geraint used the different graphs to illustrate our financial needs of our different stages of life. Different way of presenting a very enlightening financial needs model, and it explained our financial needs instead of pushing products.
Kenny Quah
Geraint is a really honest person and he gave me valuable insights to the Insurance industry.

There was no hard-selling involved and I didn't feel pressured at all compared to the rest that I have met.

Kenny Quah - Business Owner (Vehicle Rental)

geraint liu
5.0
2019-06-27T18:27:31+00:00

Kenny Quah - Business Owner (Vehicle Rental)

Kenny Quah
Geraint is a really honest person and he gave me valuable insights to the Insurance industry. There was no hard-selling involved and I didn't feel pressured at all compared to the rest that I have met.
Ivan Lim
My session with Geraint has helped me gain more clarity on the right type of plans I needed and how to allocate my money.

He also took the time to understand my situation and didn't try to push any products.

A sincere guy who puts in his best efforts to listen and understand. =)

Ivan Lim - Business Owner (E-commerce)

geraint liu
5.0
2019-06-27T18:31:19+00:00

Ivan Lim - Business Owner (E-commerce)

Ivan Lim
My session with Geraint has helped me gain more clarity on the right type of plans I needed and how to allocate my money. He also took the time to understand my situation and didn't try to push any products. A sincere guy who puts in his best efforts to listen and understand. =)
Eugene
My experience with Geraint was really positive. I've learnt alot more about investments and how to generate and maintain a stream of passive income!

He was really friendly and I wasnt pressured to buy any plans.

What impressed me the most was that he made an effort to come all the way down to my restaurant, which was not easy to get to!

Eugene - Business Owner (Restaurant)

geraint liu
5.0
2019-06-27T18:35:08+00:00

Eugene - Business Owner (Restaurant)

Eugene
My experience with Geraint was really positive. I've learnt alot more about investments and how to generate and maintain a stream of passive income! He was really friendly and I wasnt pressured to buy any plans. What impressed me the most was that he made an effort to come all the way down to my restaurant, which was not easy to get to!
Darren Teo
Geraint gave me a clear overview of the whole Insurance industry and made everything simple and clear to understand. I will be able to minimize my spending on insurance thank to him and his expertise.

Other providers will keep upselling and focus more on sales for their products without providing us the most efficient and cost saving products.

Darren Teo - Investment Analyst & Options Trader

geraint liu
5.0
2019-06-27T18:38:28+00:00

Darren Teo - Investment Analyst & Options Trader

Darren Teo
Geraint gave me a clear overview of the whole Insurance industry and made everything simple and clear to understand. I will be able to minimize my spending on insurance thank to him and his expertise. Other providers will keep upselling and focus more on sales for their products without providing us the most efficient and cost saving products.
Ah Lai
I found the bellcurve really interesting. I learnt how much I should set aside for my wealth protection needs too.

Geraint was very sincere and he's reaching out to others with good intentions. There was no product pushing and I've gained alot of new knowledge.

Highly recommended to anyone looking to address their financial needs!

Ah Lai - Stock Investor & Construction Engineer

geraint liu
5.0
2019-06-27T18:42:11+00:00

Ah Lai - Stock Investor & Construction Engineer

Ah Lai
I found the bellcurve really interesting. I learnt how much I should set aside for my wealth protection needs too. Geraint was very sincere and he's reaching out to others with good intentions. There was no product pushing and I've gained alot of new knowledge. Highly recommended to anyone looking to address their financial needs!
Brian Wong
I like the bell curve explanation the most as it was helpful in giving me a better understanding on the insurance market and the products that we need.

Geraint is very sincere and puts in effort to shed light on the insurance market.

He approaches the subject with the overall well-being of clients as the main and only focus. He takes pride in educating his clients so that they will not fall prey to insurance agents.

Brian Wong - Options Trader & Entrepreneur

geraint liu
5.0
2019-06-27T18:45:25+00:00

Brian Wong - Options Trader & Entrepreneur

Brian Wong
I like the bell curve explanation the most as it was helpful in giving me a better understanding on the insurance market and the products that we need. Geraint is very sincere and puts in effort to shed light on the insurance market. He approaches the subject with the overall well-being of clients as the main and only focus. He takes pride in educating his clients so that they will not fall prey to insurance agents.
Benjamin Lee
The concepts Geraint presented were simple and easy to understand. I really enjoyed it and found it engaging as well.

Also, there was no mentioning or pushing of any products during our meetup.

Benjamin Lee - Investment Analyst & Foreign Exchange Trader

geraint liu
5.0
2019-06-27T18:50:37+00:00

Benjamin Lee - Investment Analyst & Foreign Exchange Trader

Benjamin Lee
The concepts Geraint presented were simple and easy to understand. I really enjoyed it and found it engaging as well. Also, there was no mentioning or pushing of any products during our meetup.
Andy Lim
I enjoyed the wealth formula and cashflow budgeting portion.

I also liked the part where he explained the wealth formula which emphasized on importance of investing early.

I learnt how to allocate my surplus money and it taught me not to over commit to any plans.

He never showed any form of pushing and it was fully educational.

Andy Lim - Real Estate Broker

geraint liu
5.0
2019-06-27T18:53:50+00:00

Andy Lim - Real Estate Broker

Andy Lim
I enjoyed the wealth formula and cashflow budgeting portion. I also liked the part where he explained the wealth formula which emphasized on importance of investing early. I learnt how to allocate my surplus money and it taught me not to over commit to any plans. He never showed any form of pushing and it was fully educational.
Toh Mingyang
I liked the part where Geraint shared about the property and housing plan, the importance of consolidating your finances and the types of insurance I only need.

There was no selling and it was purely educational.

Toh Mingyang - Foreign Exchange Trader

geraint liu
5.0
2019-06-27T20:53:29+00:00

Toh Mingyang - Foreign Exchange Trader

Toh Mingyang
I liked the part where Geraint shared about the property and housing plan, the importance of consolidating your finances and the types of insurance I only need. There was no selling and it was purely educational.
Benjamin Tan
I really enjoyed the educational aspect on wealth management and I learnt various alternatives to successfully hedge risks with lower cost.

I felt that the consultation was really insightful, useful and I learnt a greater variety of tools used for wealth management.

Geraint also educated me on personal wealth management and he is more focused on the long term.

He is certainly more well trained compared to others that I've met

Benjamin Tan - Stock & Options Investor

geraint liu
5.0
2019-06-27T20:56:06+00:00

Benjamin Tan - Stock & Options Investor

Benjamin Tan
I really enjoyed the educational aspect on wealth management and I learnt various alternatives to successfully hedge risks with lower cost. I felt that the consultation was really insightful, useful and I learnt a greater variety of tools used for wealth management. Geraint also educated me on personal wealth management and he is more focused on the long term. He is certainly more well trained compared to others that I've met
Nathaniel Gay
I realised that insurance premiums do not need to be a significant portion of my gross income.

I also realised that I have to buy what I only need and not over buy policies which I would not have needed. Just buy what is important.

I feel that the most important aspect in my interaction with Geraint was not that he was trying to sell me a product or service, but was the fact that he was genuinely interested in safeguarding and protecting my well-being with his bad financial experience and how to avoid such things to other people.

The fact that he does this not for monetary gains speak alot for me personally.

Nathaniel Gay - Stock Investor

geraint liu
5.0
2019-06-27T20:59:49+00:00

Nathaniel Gay - Stock Investor

Nathaniel Gay
I realised that insurance premiums do not need to be a significant portion of my gross income. I also realised that I have to buy what I only need and not over buy policies which I would not have needed. Just buy what is important. I feel that the most important aspect in my interaction with Geraint was not that he was trying to sell me a product or service, but was the fact that he was genuinely interested in safeguarding and protecting my well-being with his bad financial experience and how to avoid such things to other people. The fact that he does this not for monetary gains speak alot for me personally.
Jamie Goh
Geraint informed me about the necessary information and policies that I needed and how to avoid getting caught in an insurance trap.

He was very frank and truthful throughout the whole session.

He was also very honest about the policies I got and he helped me plan my finances too.

Jamie Goh - Foreign Exchange Trader

geraint liu
5.0
2019-06-27T21:04:35+00:00

Jamie Goh - Foreign Exchange Trader

Jamie Goh
Geraint informed me about the necessary information and policies that I needed and how to avoid getting caught in an insurance trap. He was very frank and truthful throughout the whole session. He was also very honest about the policies I got and he helped me plan my finances too.
Alex Tan
Geraint helps his clients to plan their finances and has given me helpful insights to achieve my financial goals.

He is different from other providers who only focuses on specific financial needs such as insurance and he covers the broad spectrum of personal finance.

Alex Tan - Foreign Exchange Trader

geraint liu
5.0
2019-06-27T21:09:28+00:00

Alex Tan - Foreign Exchange Trader

Alex Tan
Geraint helps his clients to plan their finances and has given me helpful insights to achieve my financial goals. He is different from other providers who only focuses on specific financial needs such as insurance and he covers the broad spectrum of personal finance.
Geraint gave his honest opinion and insights about the financial planning industry.

He also informed me about the various services that he's able to provide to meet my financial goals and wasn't desperate for the sale unlike others that I've met.

Terence Wong - Stock Investor

geraint liu
5.0
2019-06-27T21:12:48+00:00

Terence Wong - Stock Investor

Geraint gave his honest opinion and insights about the financial planning industry. He also informed me about the various services that he's able to provide to meet my financial goals and wasn't desperate for the sale unlike others that I've met.
Reynold Tan
Geraint is really knowledgeable, serves with good intentions and has fundamentally strong awareness on different aspects of personal finance such as insurance and property planning.

He has got a great ideas on how financial planning, budgeting and allocation should be done depending on each needs.
Great sharing session and educational compared to the rest I've experienced.

Reynold Tan - Portfolio Manager

geraint liu
5.0
2019-06-27T21:16:45+00:00

Reynold Tan - Portfolio Manager

Reynold Tan
Geraint is really knowledgeable, serves with good intentions and has fundamentally strong awareness on different aspects of personal finance such as insurance and property planning. He has got a great ideas on how financial planning, budgeting and allocation should be done depending on each needs. Great sharing session and educational compared to the rest I've experienced.
Dylan Cheng
Geraint provides comprehensive solutions and advice catering to the needs of his clients according to the different stages of life.

There was no hard selling and he had a genuine attitude in understanding the needs of his clients.

Dylan Cheng - Cryptocurrency Investor

geraint liu
5.0
2019-06-27T21:20:50+00:00

Dylan Cheng - Cryptocurrency Investor

Dylan Cheng
Geraint provides comprehensive solutions and advice catering to the needs of his clients according to the different stages of life. There was no hard selling and he had a genuine attitude in understanding the needs of his clients.
Lawrence Xiao
After the session, I gained a better understanding of the different types of insurance I need.

I also learnt how much we need to set aside over the years.
It was a educational and more knowledge focused meet up.

Geraint was also very friendly and eager to share his knowledge.

Lawrence Xiao - Remisier

geraint liu
5.0
2019-06-27T21:43:12+00:00

Lawrence Xiao - Remisier

Lawrence Xiao
After the session, I gained a better understanding of the different types of insurance I need. I also learnt how much we need to set aside over the years. It was a educational and more knowledge focused meet up. Geraint was also very friendly and eager to share his knowledge.
Chun Hui
Geraint shared with me how to calculate my insurance needs, and showed me proof that my portfolio wasn't properly optimized.

He was comfortable to talk to and there was no pressure for me to buy anything.

Chun Hui - Accountant

geraint liu
5.0
2019-06-28T15:41:18+00:00

Chun Hui - Accountant

Chun Hui
Geraint shared with me how to calculate my insurance needs, and showed me proof that my portfolio wasn't properly optimized. He was comfortable to talk to and there was no pressure for me to buy anything.
Jason Ong
The graph Geraint showed me gave me a clearer picture of what I truly need for my insurance and gave me an insight on what the industry deems necessary but actually isn't.

Jason Ong - Accountant

geraint liu
5.0
2019-06-28T15:44:02+00:00

Jason Ong - Accountant

Jason Ong
The graph Geraint showed me gave me a clearer picture of what I truly need for my insurance and gave me an insight on what the industry deems necessary but actually isn't.
Sophia Leah
Geraint gave me a clear explaination of complex financial concepts and made it alot simpler to understand.

He was really friendly and answered all my questions patiently.

I also feel more comfortable with him compared to the rest as he treats me like his close friend.

Sophia Leah - Auditor

geraint liu
5.0
2019-06-28T15:46:28+00:00

Sophia Leah - Auditor

Sophia Leah
Geraint gave me a clear explaination of complex financial concepts and made it alot simpler to understand. He was really friendly and answered all my questions patiently. I also feel more comfortable with him compared to the rest as he treats me like his close friend.
Wang Chenyu
After the first consultation, I gained a better understanding of both insurance and investment.

I also learnt the importance of time when it came to investing. He even went through how I should allocate my cashflow.

He's friendly, engaging, knowledgeable and managed to answer all my questions.

Other Insurance agents tried to pressure me to buy policies but Geraint took the time to understand my needs."

Wang Chenyu - Mechanical & Electrical Engineer

geraint liu
5.0
2019-06-28T15:48:32+00:00

Wang Chenyu - Mechanical & Electrical Engineer

Wang Chenyu
After the first consultation, I gained a better understanding of both insurance and investment. I also learnt the importance of time when it came to investing. He even went through how I should allocate my cashflow. He's friendly, engaging, knowledgeable and managed to answer all my questions. Other Insurance agents tried to pressure me to buy policies but Geraint took the time to understand my needs."
Chung Chin Han
I like the fact that Geraint took the time to put himself in my situation and advised me based on my perspective.

There was no hard selling involved, just purely good intentions.

He is different from those typical agents as he made sure I understood the complexities of financial planning and made me realize that financial planning is a need and not a choice.

Chung Chin Han - Sales Engineer

geraint liu
5.0
2019-06-28T15:52:44+00:00

Chung Chin Han - Sales Engineer

Chung Chin Han
I like the fact that Geraint took the time to put himself in my situation and advised me based on my perspective. There was no hard selling involved, just purely good intentions. He is different from those typical agents as he made sure I understood the complexities of financial planning and made me realize that financial planning is a need and not a choice.
Shareen Tan
Geraint is friendly, passionate knowledgeable and comfortable to be around with.

He has also taken the time to educate me on how much money I should allocate for my insurance needs.

I also felt that he was more engaging compared to the rest.

Shareen Tan - Laboratory Assistant

geraint liu
5.0
2019-06-28T15:54:46+00:00

Shareen Tan - Laboratory Assistant

Shareen Tan
Geraint is friendly, passionate knowledgeable and comfortable to be around with. He has also taken the time to educate me on how much money I should allocate for my insurance needs. I also felt that he was more engaging compared to the rest.
Alicia Ng
The session was really informative. He was detailed in his explanations and made it easy for me to understand what plans I really needed and how to set aside my cashflow.

Unlike my previous experience, I didn't feel obligated and he wasn't pushy at all."

Alicia Ng - Human Resource Executive

geraint liu
5.0
2019-06-28T15:57:19+00:00

Alicia Ng - Human Resource Executive

Alicia Ng
The session was really informative. He was detailed in his explanations and made it easy for me to understand what plans I really needed and how to set aside my cashflow. Unlike my previous experience, I didn't feel obligated and he wasn't pushy at all."
Liew Zhan Wen
I liked the part where Geraint showed me how to allocate and budget my cashflow.

It was a more detailed breakdown of my financial situation and now I know how much to set aside for insurance.

It was really informative and the session was really casual. He was also very honest and transparent throughout.

Geraint also gave me insights such as to how to plan for my first property.

Liew Zhan Wen - Human Resource Executive

geraint liu
5.0
2019-06-28T16:05:19+00:00

Liew Zhan Wen - Human Resource Executive

Liew Zhan Wen
I liked the part where Geraint showed me how to allocate and budget my cashflow. It was a more detailed breakdown of my financial situation and now I know how much to set aside for insurance. It was really informative and the session was really casual. He was also very honest and transparent throughout. Geraint also gave me insights such as to how to plan for my first property.
Amos Sng
I really enjoyed Geraint's explanation of the insurance needs bellcurve as it was focused on the needs of his clients.

I have also gained a better understanding of insurance and it was a slightly more detailed explanation on top of what I heard compared to the rest.

Amos Sng - Program Executive

geraint liu
5.0
2019-06-28T16:12:35+00:00

Amos Sng - Program Executive

Amos Sng
I really enjoyed Geraint's explanation of the insurance needs bellcurve as it was focused on the needs of his clients. I have also gained a better understanding of insurance and it was a slightly more detailed explanation on top of what I heard compared to the rest.
Nawaz Faizullah
Geraint openly shares what he knows unlike other agents who keeps certain information to themselves. I have also gained new knowledge from my interaction with him.

There were alot of information which other agents did not point out such as what I truly need for my insurance.

Nawaz Faizullah - Senior Sales Executive

geraint liu
5.0
2019-06-30T19:55:28+00:00

Nawaz Faizullah - Senior Sales Executive

Nawaz Faizullah
Geraint openly shares what he knows unlike other agents who keeps certain information to themselves. I have also gained new knowledge from my interaction with him. There were alot of information which other agents did not point out such as what I truly need for my insurance.
Angeline Ho
Geraint made me realize the importance of making wiser choices and has better equipped me with the knowledge to make better financial decisions in the future.

He is definitely more sincere the rest I've met.

Angeline Ho - Banker

geraint liu
5.0
2019-06-30T20:00:44+00:00

Angeline Ho - Banker

Angeline Ho
Geraint made me realize the importance of making wiser choices and has better equipped me with the knowledge to make better financial decisions in the future. He is definitely more sincere the rest I've met.
Joey Ong
Geraint is patient, clear and sincere! I really liked the fact that I was able to see the distribution of my income into different categories and how it can be most effectively managed and maximised.

Geraint gave me clarity of how investment works and explained the different strategies adopted for wealth protection.

He has a people-centric approach and alleviated my concerns without understating their importance

Joey Ong - Public Servant

geraint liu
5.0
2019-06-30T20:15:07+00:00

Joey Ong - Public Servant

Joey Ong
Geraint is patient, clear and sincere! I really liked the fact that I was able to see the distribution of my income into different categories and how it can be most effectively managed and maximised. Geraint gave me clarity of how investment works and explained the different strategies adopted for wealth protection. He has a people-centric approach and alleviated my concerns without understating their importance
Lavin Kwok
It was an enlightening session with Geraint that he has broadened my understanding of financial planning and wealth management.

His approach in financial planning is holistic and comprehensive. I like this as there is no hard sell of services or products, and he is genuine in providing me with greater awareness of the subject through our interaction.

Lavin Kwok - Pilot

geraint liu
5.0
2019-06-30T20:22:33+00:00

Lavin Kwok - Pilot

Lavin Kwok
It was an enlightening session with Geraint that he has broadened my understanding of financial planning and wealth management. His approach in financial planning is holistic and comprehensive. I like this as there is no hard sell of services or products, and he is genuine in providing me with greater awareness of the subject through our interaction.
Edmund Phua
I enjoyed Geraint's explanation on the 4 main coverage required.

He also broke down the 3 main sections for cashflow budgeting and the percentage of money required for each section.

Geraint offered genuine advise without sharing any products.
The concepts he gave were relatable and easy to understand too!

Edmund Phua - Business Analyst

geraint liu
5.0
2019-06-30T20:27:56+00:00

Edmund Phua - Business Analyst

Edmund Phua
I enjoyed Geraint's explanation on the 4 main coverage required. He also broke down the 3 main sections for cashflow budgeting and the percentage of money required for each section. Geraint offered genuine advise without sharing any products. The concepts he gave were relatable and easy to understand too!
Christy Lim
After my experience with Geraint, I've gained more clarity on the right type of plans to get and also more knowledge on how to properly allocate my cashflow.

He asked me alot of questions which made me think and understand more about my own situation.

Definitely someone you can trust to give sound advice on managing & maximising your finance 🙂

Christy Lim - Recruitment Consultant

geraint liu
5.0
2019-06-30T20:32:49+00:00

Christy Lim - Recruitment Consultant

Christy Lim
After my experience with Geraint, I've gained more clarity on the right type of plans to get and also more knowledge on how to properly allocate my cashflow. He asked me alot of questions which made me think and understand more about my own situation. Definitely someone you can trust to give sound advice on managing & maximising your finance 🙂
Essham Jumat
Geraint raised my awareness on insurance planning. He has also given me alot of indepth knowledge and proper advice.

He's truly a dedicated, transparent and honest advisor.

Essham Jumat - Engineering Specialist

geraint liu
5.0
2019-06-30T20:37:31+00:00

Essham Jumat - Engineering Specialist

Essham Jumat
Geraint raised my awareness on insurance planning. He has also given me alot of indepth knowledge and proper advice. He's truly a dedicated, transparent and honest advisor.
Tommy Yee
Geraint taught me the pros and cons of the pre and post hospitalisation benefit and I've also gained more clarity on what I need and how to allocate my cashflow.

He focused alot more on my needs and it was alot more educational.

Tommy Yee - RSAF GBAD Specialist

geraint liu
5.0
2019-06-30T20:40:38+00:00

Tommy Yee - RSAF GBAD Specialist

Tommy Yee
Geraint taught me the pros and cons of the pre and post hospitalisation benefit and I've also gained more clarity on what I need and how to allocate my cashflow. He focused alot more on my needs and it was alot more educational.
Muhd Aqif
Geraint's explaination was easy to understand, I've also learnt the importance of insurance and he gave me a clearer picture on what type of policies to get.

It was educational and relevant too.

Muhd Aqif - Security Trooper

geraint liu
5.0
2019-06-30T20:42:58+00:00

Muhd Aqif - Security Trooper

Muhd Aqif
Geraint's explaination was easy to understand, I've also learnt the importance of insurance and he gave me a clearer picture on what type of policies to get. It was educational and relevant too.
Boonhow Eng
I felt Geraint's sharing on right type and right amount was really great as many people out there do not know about this.
It has given me more clarity on what I need and it truly was an educational experience.

Boonhow Eng - Surveillance Engineer

geraint liu
5.0
2019-06-30T20:45:27+00:00

Boonhow Eng - Surveillance Engineer

Boonhow Eng
I felt Geraint's sharing on right type and right amount was really great as many people out there do not know about this. It has given me more clarity on what I need and it truly was an educational experience.
Eugene Tay
I've learnt the right type, right amount and coverage I needed.
Geraint also provided me insights and more clarity of the right types of plan, right amount and the right coverage I needed.

He was more detailed, comprehensive and not product focused compared to others that I've met.

Eugene Tay - Hotel Manager

geraint liu
5.0
2019-06-30T20:48:41+00:00

Eugene Tay - Hotel Manager

Eugene Tay
I've learnt the right type, right amount and coverage I needed. Geraint also provided me insights and more clarity of the right types of plan, right amount and the right coverage I needed. He was more detailed, comprehensive and not product focused compared to others that I've met.
Paul
At a casual and informal setting (table at Starbucks), Geraint makes financial planning easy to understand through pictures and explanations that one can relate to today. He patiently goes through the different ideas and concepts and is able to take on questions that are posed.

I have gotten some insights to financial planning with better understanding on areas such as the right coverage and types of plans to get. Basically, he will tailor the plan according to one's wants.

Most of all, there is no hard sell and you will learn something which is useful and if you so choose, Geraint will help you with your financial planning.

Paul - Assistant Engineer

geraint liu
5.0
2019-06-30T20:50:35+00:00

Paul - Assistant Engineer

Paul
At a casual and informal setting (table at Starbucks), Geraint makes financial planning easy to understand through pictures and explanations that one can relate to today. He patiently goes through the different ideas and concepts and is able to take on questions that are posed. I have gotten some insights to financial planning with better understanding on areas such as the right coverage and types of plans to get. Basically, he will tailor the plan according to one's wants. Most of all, there is no hard sell and you will learn something which is useful and if you so choose, Geraint will help you with your financial planning.
Osiris
I really liked the part where Geraint explained the right type of plans and the right amount of coverage I needed.

He was really comprehensive and he shared with me some information that what other advisers wouldnt have covered.

Osiris - Army Regular

geraint liu
5.0
2019-06-30T20:52:33+00:00

Osiris - Army Regular

Osiris
I really liked the part where Geraint explained the right type of plans and the right amount of coverage I needed. He was really comprehensive and he shared with me some information that what other advisers wouldnt have covered.
Bryan
Geraint planned my finances based on my current situation. It was certainly a more personalised, tailored and indepth approach.

I've also learnt the importance of death coverage, gained a better understanding on managing my finances and he lifted up the sting from my experience with previous agents and consultants.

Bryan - Uber Driver

geraint liu
5.0
2019-06-30T20:55:15+00:00

Bryan - Uber Driver

Bryan
Geraint planned my finances based on my current situation. It was certainly a more personalised, tailored and indepth approach. I've also learnt the importance of death coverage, gained a better understanding on managing my finances and he lifted up the sting from my experience with previous agents and consultants.
Sharil Reiza
After my session with Geraint, I've learnt how to allocate my cashflow better and how to split my wealth accumulation into 3 distinct parts.

He was also friendly, approachable and he had certainly gave me more clarity on what I need."

Sharil Reiza - Engineer

geraint liu
5.0
2019-06-30T20:57:51+00:00

Sharil Reiza - Engineer

Sharil Reiza
After my session with Geraint, I've learnt how to allocate my cashflow better and how to split my wealth accumulation into 3 distinct parts. He was also friendly, approachable and he had certainly gave me more clarity on what I need."
Belfort Tan
Within a short meeting, Geraint clearly explained and visualized what are the problems we might face during our career building path. "Be prepared and plan ahead", he gave me a better idea of how and what should I do in order to handle these potential risks before they happen.

He's definitely one of the most friendly and helpful financial planner I've known!

Belfort Tan - Investment Analyst

geraint liu
5.0
2019-06-30T21:00:49+00:00

Belfort Tan - Investment Analyst

Belfort Tan
Within a short meeting, Geraint clearly explained and visualized what are the problems we might face during our career building path. "Be prepared and plan ahead", he gave me a better idea of how and what should I do in order to handle these potential risks before they happen. He's definitely one of the most friendly and helpful financial planner I've known!
Ng Yee-Wei
Geraint gave good suggestions on how to allocate funds and to optimise investment returns. I'm usually skeptical because I am financially savvy in my own right, but have an open mind and you will learn some strategies!

Ng Yee-Wei - Property Investor and Consultant

geraint liu
5.0
2019-06-30T21:22:19+00:00

Ng Yee-Wei - Property Investor and Consultant

Ng Yee-Wei
Geraint gave good suggestions on how to allocate funds and to optimise investment returns. I'm usually skeptical because I am financially savvy in my own right, but have an open mind and you will learn some strategies!
Dhaslie Lai
Geraint was really clear and through in his explanation. he has also give me a clearer understanding of what I need.

​He was detailed, friendly and was personalised to my current financial situation.

Dhaslie Lai - IT Engineer

geraint liu
5.0
2019-06-30T21:24:29+00:00

Dhaslie Lai - IT Engineer

Dhaslie Lai
Geraint was really clear and through in his explanation. he has also give me a clearer understanding of what I need. ​He was detailed, friendly and was personalised to my current financial situation.
Rivik Paul
Geraint's session was really easy to understand, it was really educational and personalised to my situation. He clearly illustrated his ideas to educate us on the different aspects of our personal funds.

With his help, I now have a more clear plan on how to allocate my resources in the future.

Rivik Paul - Assistant Associate

geraint liu
5.0
2019-07-21T10:12:23+00:00

Rivik Paul - Assistant Associate

Rivik Paul
Geraint's session was really easy to understand, it was really educational and personalised to my situation. He clearly illustrated his ideas to educate us on the different aspects of our personal funds. With his help, I now have a more clear plan on how to allocate my resources in the future.
Clarie
Geraint is easy going and I liked the part where he showed me the right amount of coverage I needed. It was really indepth and educational too!

Clarie - Property Consultant

geraint liu
5.0
2019-07-21T10:14:33+00:00

Clarie - Property Consultant

Clarie
Geraint is easy going and I liked the part where he showed me the right amount of coverage I needed. It was really indepth and educational too!
Philip Ang
Geraint is sincere, amiable and very approachable and I really liked the garden analogy where he showed the importance of having a fence in a garden!

As I had some bad experiences connected with Insurance agents.

I am not pressured as I know he is not hard selling his products,

Products is not the primary or main portion, but Trust and Sincere will defintely last long!"

Philip Ang - Senior Security Officer

geraint liu
5.0
2019-07-21T10:18:16+00:00

Philip Ang - Senior Security Officer

Philip Ang
Geraint is sincere, amiable and very approachable and I really liked the garden analogy where he showed the importance of having a fence in a garden! As I had some bad experiences connected with Insurance agents. I am not pressured as I know he is not hard selling his products, Products is not the primary or main portion, but Trust and Sincere will defintely last long!"
Kai
I would like to thanks Geraint for his broad knowledge on financial planning. It was a pleasant moment meeting him in person; discussing on what I really needed for now at young age.

As I am looking and keen to buy another insurance here in SG, Geraint explained the right type and the right amount of insurance I needed really clearly in a detailed manner, which was outstanding as he gave me a better idea of what I needed most and the other options that I can have.

The whole experience felt alot more comfortable and educational too! And of course, it was such a pleasent moment meeting him. Keep it up Geraint!!

Kai - Nurse

geraint liu
5.0
2019-07-21T12:13:11+00:00

Kai - Nurse

Kai
I would like to thanks Geraint for his broad knowledge on financial planning. It was a pleasant moment meeting him in person; discussing on what I really needed for now at young age. As I am looking and keen to buy another insurance here in SG, Geraint explained the right type and the right amount of insurance I needed really clearly in a detailed manner, which was outstanding as he gave me a better idea of what I needed most and the other options that I can have. The whole experience felt alot more comfortable and educational too! And of course, it was such a pleasent moment meeting him. Keep it up Geraint!!
Josephine Liauw
Geraint's patience and sincerity is what sets him apart from the rest of the financial consultants that I have came across with.

He is certainly well equipped with financial knowledge and the ability to bring across financial insights in a simple context for me to relate.

His willingness to go beyond the needs of his clients is admirable and I really appreciate his effort towards addressing my queries.

My experience with Geraint was very positive and the sharing session was informational and educational.

Josephine Liauw - Software Account Manager

geraint liu
5.0
2019-07-21T12:16:00+00:00

Josephine Liauw - Software Account Manager

Josephine Liauw
Geraint's patience and sincerity is what sets him apart from the rest of the financial consultants that I have came across with. He is certainly well equipped with financial knowledge and the ability to bring across financial insights in a simple context for me to relate. His willingness to go beyond the needs of his clients is admirable and I really appreciate his effort towards addressing my queries. My experience with Geraint was very positive and the sharing session was informational and educational.
Sze Ming Tay
Geraint is a really knowlegeable person and I found the session with him really informative.

He was also very transparent and I felt comfortable with him."

Sze Ming Tay - Purchasing Executive

geraint liu
5.0
2019-07-21T12:18:49+00:00

Sze Ming Tay - Purchasing Executive

Sze Ming Tay
Geraint is a really knowlegeable person and I found the session with him really informative. He was also very transparent and I felt comfortable with him."
Joey Shen
I really enjoyed Geraint's gardening analogy. It was really simple to understand.

He is definitely more friendly and more honest than the rest that I've met.

Joey Shen - Charity Sales Executive

geraint liu
5.0
2019-07-21T12:20:46+00:00

Joey Shen - Charity Sales Executive

Joey Shen
I really enjoyed Geraint's gardening analogy. It was really simple to understand. He is definitely more friendly and more honest than the rest that I've met.
Shahul Hameed Maricar
I liked the part where Geraint showed me the flow chart which describes the various stages in an individual's wealth management portfolio.
He also informed me of the various limits to set for yourself with regards to budgeting and coverage.

Shahul Hameed Maricar - Senior Laboratory Executive

geraint liu
5.0
2019-07-21T12:23:39+00:00

Shahul Hameed Maricar - Senior Laboratory Executive

Shahul Hameed Maricar
I liked the part where Geraint showed me the flow chart which describes the various stages in an individual's wealth management portfolio. He also informed me of the various limits to set for yourself with regards to budgeting and coverage.
Mohd Danial
Geraint has given me the clarity I needed on the various types of insurance I needed and how to manage my finances.

My experience with other advisors were not as satisfying as I always felt pressured to buy a product.

I felt lost too as they usually try to force the plans without giving any valid reasoning.

However, my experience with Geraint was fully educational and it boosted my confidence on my financial future.

I now know how much I need to set aside and what to be covered for instead of spending excessively.

Mohd Danial - Security Personnel

geraint liu
5.0
2019-07-21T12:32:37+00:00

Mohd Danial - Security Personnel

Mohd Danial
Geraint has given me the clarity I needed on the various types of insurance I needed and how to manage my finances. My experience with other advisors were not as satisfying as I always felt pressured to buy a product. I felt lost too as they usually try to force the plans without giving any valid reasoning. However, my experience with Geraint was fully educational and it boosted my confidence on my financial future. I now know how much I need to set aside and what to be covered for instead of spending excessively.
Iskandar Shariff
What I liked most about Geraint's sharing was that it was customised and personalized to my current situation.

I've learnt how to calculate the right amount of coverage I need and the right type of policies to get too!

I liked that we had some similarities in common and most importantly he didn't try to push me any plans.

He was alot more caring about managing my personal finances as well.

Iskandar Shariff - Security Trooper

geraint liu
5.0
2019-07-21T12:35:03+00:00

Iskandar Shariff - Security Trooper

Iskandar Shariff
What I liked most about Geraint's sharing was that it was customised and personalized to my current situation. I've learnt how to calculate the right amount of coverage I need and the right type of policies to get too! I liked that we had some similarities in common and most importantly he didn't try to push me any plans. He was alot more caring about managing my personal finances as well.
Muhd Firdaus
Geraint knows his stuff and a knowlegeable advisor. I have gained a deeper understanding on planning for my finances and I've have gained more clarity on achieving my goals.

The mood was very chill and he didn't pressure me to buy any plans.

Muhd Firdaus - Policeman

geraint liu
5.0
2019-07-21T13:27:48+00:00

Muhd Firdaus - Policeman

Muhd Firdaus
Geraint knows his stuff and a knowlegeable advisor. I have gained a deeper understanding on planning for my finances and I've have gained more clarity on achieving my goals. The mood was very chill and he didn't pressure me to buy any plans.
Yi Enn
I enjoyed the cashflow allocation the most as it was very clearcut. It was very comprehensive and it gave me more clarity on how to allocate my money.

I liked the fact that Geraint gave me the freedom to choose to work on my finances with him or work on it myself.

It was really educational and he was very transparent."

Yi Enn - Flight Operator

geraint liu
5.0
2019-07-21T13:38:13+00:00

Yi Enn - Flight Operator

Yi Enn
I enjoyed the cashflow allocation the most as it was very clearcut. It was very comprehensive and it gave me more clarity on how to allocate my money. I liked the fact that Geraint gave me the freedom to choose to work on my finances with him or work on it myself. It was really educational and he was very transparent."
Kai Sheng
My experience with Geraint was both engaging and educational. I have gained more insights about the industry and have learnt the right type and right amount of coverage I need which have impacted me the most."

Kai Sheng - Media Specialist

geraint liu
5.0
2019-07-21T13:55:00+00:00

Kai Sheng - Media Specialist

Kai Sheng
My experience with Geraint was both engaging and educational. I have gained more insights about the industry and have learnt the right type and right amount of coverage I need which have impacted me the most."
Wong Jun Kai
Geraint's session was really interesting! I enjoyed Geraint's garden analogy as it highlights the importance of growing and protecting my money where normally agents don't usually build relationship with their clients. It has also given me more clarity on the types of methods to better manage my cashflow to it's fullest.

The experience was a more personalised, indepth and it catered towards my needs too!

Wong Jun Kai - Interior Designer

geraint liu
5.0
2019-07-25T11:16:12+00:00

Wong Jun Kai - Interior Designer

Wong Jun Kai
Geraint's session was really interesting! I enjoyed Geraint's garden analogy as it highlights the importance of growing and protecting my money where normally agents don't usually build relationship with their clients. It has also given me more clarity on the types of methods to better manage my cashflow to it's fullest. The experience was a more personalised, indepth and it catered towards my needs too!
Amirul Rauf
What I liked about Geraint's sharing was that it was really clear, indepth and well detailed. He went through the different types of plans that I needed and it was very easy to understand.

He also took the time to understand my financial situation fully and he explained the key information that I needed to know, such as the importance of using the excess money to invest.

Amirul Rauf - IT Specialist

geraint liu
5.0
2019-07-25T11:17:58+00:00

Amirul Rauf - IT Specialist

Amirul Rauf
What I liked about Geraint's sharing was that it was really clear, indepth and well detailed. He went through the different types of plans that I needed and it was very easy to understand. He also took the time to understand my financial situation fully and he explained the key information that I needed to know, such as the importance of using the excess money to invest.
Yanling
Geraint's garden analogy gave me a clearer idea on how to allocate my cashflow. I've also gotten a clearer picture on the types of plans and the amount of coverage I need.

It was certainly a more personalised approach.

Yanling - Business Owner

geraint liu
5.0
2019-07-25T11:19:17+00:00

Yanling - Business Owner

Yanling
Geraint's garden analogy gave me a clearer idea on how to allocate my cashflow. I've also gotten a clearer picture on the types of plans and the amount of coverage I need. It was certainly a more personalised approach.
Chloe Lam
Geraint explained the concepts really clearly and he wasn't pushy at all.

He reminded me to check mortgage insurance and worked out my budget for me.

He also showed me the importance of investment planning and the right type of insurance I needed.

Chloe Lam - Accountant

geraint liu
5.0
2019-07-25T11:20:48+00:00

Chloe Lam - Accountant

Chloe Lam
Geraint explained the concepts really clearly and he wasn't pushy at all. He reminded me to check mortgage insurance and worked out my budget for me. He also showed me the importance of investment planning and the right type of insurance I needed.
Shawn Wu
After Geraint's sharing, I've learnt to be more cost efficient in my insurance portfolio and how to bring down my cost of insurance.

I've also gained more clarity and a new perspective of my insurance needs.

Shawn Wu - Summer Analyst

geraint liu
5.0
2019-07-25T11:22:16+00:00

Shawn Wu - Summer Analyst

Shawn Wu
After Geraint's sharing, I've learnt to be more cost efficient in my insurance portfolio and how to bring down my cost of insurance. I've also gained more clarity and a new perspective of my insurance needs.
Brian Koh Jun Hui
Geraint is a very different financial planner compared to those in the market. Many call themselves financial advisors but what they really do is only try to sell the products. My session with Geraint was more of learning what I really needed according to his personalised planning to my needs.

I've met many agents but it is with Geraint that I have learnt something new, he enabled me to to plan better for my insurance needs. He is really sincere and helpful to me as a person and I feel at ease to leave my portfolio for him to manage.

Brian Koh Jun Hui - Freelance Photographer

geraint liu
5.0
2019-07-25T11:23:40+00:00

Brian Koh Jun Hui - Freelance Photographer

Brian Koh Jun Hui
Geraint is a very different financial planner compared to those in the market. Many call themselves financial advisors but what they really do is only try to sell the products. My session with Geraint was more of learning what I really needed according to his personalised planning to my needs. I've met many agents but it is with Geraint that I have learnt something new, he enabled me to to plan better for my insurance needs. He is really sincere and helpful to me as a person and I feel at ease to leave my portfolio for him to manage.
Muhaimin
Geraint bothered to share with me the insights on what other agents would tend to hide from you.

He is very knowledgeable. I also liked the the garden analogy as it gave me more clarity on how to allocate my cashflow. I also appreciate that Geraint gave me the freedom to make my own decision.

Muhaimin - Engineer

geraint liu
5.0
2019-07-25T11:25:03+00:00

Muhaimin - Engineer

Muhaimin
Geraint bothered to share with me the insights on what other agents would tend to hide from you. He is very knowledgeable. I also liked the the garden analogy as it gave me more clarity on how to allocate my cashflow. I also appreciate that Geraint gave me the freedom to make my own decision.
Xun Bin
Geraint displays genuine concern for my well being. He was also more focused on my comfortability rather than trying to squeeze me dry! He puts himself in my shoes when he gave me his advice

Xun Bin - Relationship Manager

geraint liu
5.0
2019-07-25T11:26:34+00:00

Xun Bin - Relationship Manager

Xun Bin
Geraint displays genuine concern for my well being. He was also more focused on my comfortability rather than trying to squeeze me dry! He puts himself in my shoes when he gave me his advice
Hadi
My experience with Geraint was really informative.

He was really comfortable to talk to and he explained the concepts in a way that was very simple and easy to understand.

I've gained more clarity on my own financial situation and what I need to achieve financial freedom.

It was truly an educational and beneficial experience.

Hadi - Engineer

geraint liu
5.0
2019-07-25T11:28:11+00:00

Hadi - Engineer

Hadi
My experience with Geraint was really informative. He was really comfortable to talk to and he explained the concepts in a way that was very simple and easy to understand. I've gained more clarity on my own financial situation and what I need to achieve financial freedom. It was truly an educational and beneficial experience.
Willvin
He is friendly, knowledgeable and likes to help people with financial problems, I did learnt a few things on why you need savings for the future like for emergencies. It was a good session with him.

Willvin - Business Owner

geraint liu
5.0
2019-07-25T11:29:38+00:00

Willvin - Business Owner

Willvin
He is friendly, knowledgeable and likes to help people with financial problems, I did learnt a few things on why you need savings for the future like for emergencies. It was a good session with him.
Bryan Ng
My experience with Geraint was really catered to my needs and personalised.

He was also really conversant, knowledgeable, competent and provided me a clearer undertanding of what i need to become financially free.

Bryan Ng - Military Expert

geraint liu
5.0
2019-07-25T11:31:04+00:00

Bryan Ng - Military Expert

Bryan Ng
My experience with Geraint was really catered to my needs and personalised. He was also really conversant, knowledgeable, competent and provided me a clearer undertanding of what i need to become financially free.
Charles Wang
Geraint gave me a clearer idea of what I need and the right amount of necessary coverage. I never thought financial planning could be this simple and easy to understand.

He also imparted me more knowledge and I didnt feel obligated and pressured to sign any plans.

He was also really nice and friendly too.

Charles Wang - Guest Services Associate

geraint liu
5.0
2019-07-25T11:32:24+00:00

Charles Wang - Guest Services Associate

Charles Wang
Geraint gave me a clearer idea of what I need and the right amount of necessary coverage. I never thought financial planning could be this simple and easy to understand. He also imparted me more knowledge and I didnt feel obligated and pressured to sign any plans. He was also really nice and friendly too.
Ryan Low
Geraint is a really positive person, he explained the concepts clearly and has helped me to understand better on what I needed. It was simple to understand too!"

Ryan Low - Property Consultant

geraint liu
5.0
2019-07-25T11:33:52+00:00

Ryan Low - Property Consultant

Ryan Low
Geraint is a really positive person, he explained the concepts clearly and has helped me to understand better on what I needed. It was simple to understand too!"
Greg Varda
Geraint gave me a clearer idea of what I needed. I really appreciated the educational part and all the concepts that he shared with me.

I felt that was a connection and trust being built and it was definitely a more personal experience

Greg Varda - IT Engineer

geraint liu
5.0
2019-07-25T11:36:19+00:00

Greg Varda - IT Engineer

Greg Varda
Geraint gave me a clearer idea of what I needed. I really appreciated the educational part and all the concepts that he shared with me. I felt that was a connection and trust being built and it was definitely a more personal experience
Kenil & Tasnika
We gained new knowledge from Geraint and how to properly allocate our cashflow. He was really friendly and he had given us a clearer and better explanation of what I needed.

Kenil & Tasnika - Business Owners

geraint liu
5.0
2019-07-25T11:42:13+00:00

Kenil & Tasnika - Business Owners

Kenil & Tasnika
We gained new knowledge from Geraint and how to properly allocate our cashflow. He was really friendly and he had given us a clearer and better explanation of what I needed.
Joshua Goh
Geraint was really personable and he gave me a better picture of what I needed to become financially free.

He's friendly, sincere and it was a really comfortable session with him.

Joshua Goh - Business Consultant

geraint liu
5.0
2019-07-25T11:44:45+00:00

Joshua Goh - Business Consultant

Joshua Goh
Geraint was really personable and he gave me a better picture of what I needed to become financially free. He's friendly, sincere and it was a really comfortable session with him.
Winnie Choo
I felt that Geraint’s session was really educational, I learnt how to transfer my risk out using different platforms.

Winnie Choo - Wellness Consultant

geraint liu
5.0
2019-07-26T04:12:31+00:00

Winnie Choo - Wellness Consultant

Winnie Choo
I felt that Geraint’s session was really educational, I learnt how to transfer my risk out using different platforms.
Alicia Koh
When I met Geraint, it felt so comfortable like I was talking to a friend. He was really friendly and he was able to put himself in my shoes. Great advices!

Alicia Koh - Wellness Consultant

geraint liu
5.0
2019-07-26T04:16:53+00:00

Alicia Koh - Wellness Consultant

Alicia Koh
When I met Geraint, it felt so comfortable like I was talking to a friend. He was really friendly and he was able to put himself in my shoes. Great advices!
Kareen Chan
I've gained more clarity on what I needed after my session with Geraint and he explained the concepts in a way that was easy to understand.

I felt comfortable with him and he was able to answer any questions I had

Kareen Chan - Investment Analyst

geraint liu
5.0
2019-07-26T04:18:30+00:00

Kareen Chan - Investment Analyst

Kareen Chan
I've gained more clarity on what I needed after my session with Geraint and he explained the concepts in a way that was easy to understand. I felt comfortable with him and he was able to answer any questions I had
Andrew Khor
I liked how Geraint danced between the line of being a professional and a friend.

He was also knowledgeable, personable and gave me the clarity I need.

Andrew Khor - Architect

geraint liu
5.0
2019-07-26T04:27:00+00:00

Andrew Khor - Architect

Andrew Khor
I liked how Geraint danced between the line of being a professional and a friend. He was also knowledgeable, personable and gave me the clarity I need.
Kitahara Kotaro
Liked the investment planning and strategies the most.

He portrays good investment knowledge which helps to grow the investment I'm holding.

Kitahara Kotaro - Operations Coordinator

geraint liu
5.0
2019-07-26T04:28:24+00:00

Kitahara Kotaro - Operations Coordinator

Kitahara Kotaro
Liked the investment planning and strategies the most. He portrays good investment knowledge which helps to grow the investment I'm holding.
Gladys Wee
Geraint is a very personable consultant. Throughout the first meetup he was very patient and clarified my doubts with regards to insurance in general.

Compared to other agents, he was more focused on building rapport and understanding my financial needs rather than trying to get me to purchase every product he has.

He has a few life-changing tips too and you should book an appt with him to find out how you can grow/preserve your wealth!

Gladys Wee - Director's Personal Assistant

geraint liu
5.0
2019-07-26T04:30:30+00:00

Gladys Wee - Director's Personal Assistant

Gladys Wee
Geraint is a very personable consultant. Throughout the first meetup he was very patient and clarified my doubts with regards to insurance in general. Compared to other agents, he was more focused on building rapport and understanding my financial needs rather than trying to get me to purchase every product he has. He has a few life-changing tips too and you should book an appt with him to find out how you can grow/preserve your wealth!
David Chen
My favourite part was when Geraint showed me how I should allocate my cashflow.

It lets you see the figures and is something that I can relate to. You will definitely find it applicable to your current situation.

He is very genuine and my experience with him was a very educational and pleasant one. I was able to understand and obtain valuable and applicable knowledge.

David Chen - Professional Photographer

geraint liu
5.0
2019-07-26T04:32:57+00:00

David Chen - Professional Photographer

David Chen
My favourite part was when Geraint showed me how I should allocate my cashflow. It lets you see the figures and is something that I can relate to. You will definitely find it applicable to your current situation. He is very genuine and my experience with him was a very educational and pleasant one. I was able to understand and obtain valuable and applicable knowledge.
Ridzuan Sim
Geraint shared alot more interesting and valuable concepts. I also liked the wealth formula the most as it showed the importance of investing early. It was really an eye opener.

Ridzuan Sim - Software Engineer

geraint liu
5.0
2019-07-26T05:05:51+00:00

Ridzuan Sim - Software Engineer

Ridzuan Sim
Geraint shared alot more interesting and valuable concepts. I also liked the wealth formula the most as it showed the importance of investing early. It was really an eye opener.
Nguyen Anh Tuan
I really enjoyed the Cashflow Budgeting portion, it gave me a better understanding on how to better allocate my money.

Geraint is really friendly, and he explained the concepts in such a way that was really simple and easy to understand.

Nguyen Anh Tuan - SIM Undergrad

geraint liu
5.0
2019-07-26T05:09:05+00:00

Nguyen Anh Tuan - SIM Undergrad

Nguyen Anh Tuan
I really enjoyed the Cashflow Budgeting portion, it gave me a better understanding on how to better allocate my money. Geraint is really friendly, and he explained the concepts in such a way that was really simple and easy to understand.
Marcus Ong
Different options and perspective was offered to suit the needs of the different stages of life, especially future planning.

Geraint is sincere in trying to help instead of solely trying to get people to buy.

He is able to make concepts easy to understand with simple analogies.

Marcus Ong - Engineer

geraint liu
5.0
2019-07-26T05:11:15+00:00

Marcus Ong - Engineer

Marcus Ong
Different options and perspective was offered to suit the needs of the different stages of life, especially future planning. Geraint is sincere in trying to help instead of solely trying to get people to buy. He is able to make concepts easy to understand with simple analogies.
Desmond Yong
The cash flow allocation gave me an overview on how I should allocate my money and plan ahead.

Geraint also showed me what I needed so I would not over commit. He even provided me valuable insights and knowledge about the industry too. I didn't feel stressed or obligated when I met him.

Desmond Yong - NTU Undergrad

geraint liu
5.0
2019-07-26T05:14:17+00:00

Desmond Yong - NTU Undergrad

Desmond Yong
The cash flow allocation gave me an overview on how I should allocate my money and plan ahead. Geraint also showed me what I needed so I would not over commit. He even provided me valuable insights and knowledge about the industry too. I didn't feel stressed or obligated when I met him.
Jessica Ekaputri
I have understood the important types of insurance I need. It was very informative and it made alot of sense.

Geraint's explanation was educational and he didn't push any products.

Jessica Ekaputri - SMU Undergrad

geraint liu
5.0
2019-07-26T05:16:44+00:00

Jessica Ekaputri - SMU Undergrad

Jessica Ekaputri
I have understood the important types of insurance I need. It was very informative and it made alot of sense. Geraint's explanation was educational and he didn't push any products.
Rafi
Before my session with Geraint I had little idea about financial planning. But after my experience with Geraint, I've learnt the right type of plans I needed and whether i was over or under insured. I've also learnt how to properly allocate my cashflow.

Geraint is more focused on educating me on how to plan my finances rather than just selling a product.

He also gave me a detailed and personalised calculation on the amount of coverage I need.

Rafi - Train Technician

geraint liu
5.0
2019-07-26T05:18:12+00:00

Rafi - Train Technician

Rafi
Before my session with Geraint I had little idea about financial planning. But after my experience with Geraint, I've learnt the right type of plans I needed and whether i was over or under insured. I've also learnt how to properly allocate my cashflow. Geraint is more focused on educating me on how to plan my finances rather than just selling a product. He also gave me a detailed and personalised calculation on the amount of coverage I need.
Ng Chin Teck
After Geraint's session's I've learnt the right type of plans I need, the importance of right amount of coverage and amount of money to allocate for it. Overall I have gained more clarity on what I need.

Geraint's explaination is alot more educational and clearer as he taught me how much to allocate my cashflow and the figures he used are also catered to me, making the whole session much more relatable and easy to understand.

Ng Chin Teck - NTU Student

geraint liu
5.0
2019-07-26T05:20:22+00:00

Ng Chin Teck - NTU Student

Ng Chin Teck
After Geraint's session's I've learnt the right type of plans I need, the importance of right amount of coverage and amount of money to allocate for it. Overall I have gained more clarity on what I need. Geraint's explaination is alot more educational and clearer as he taught me how much to allocate my cashflow and the figures he used are also catered to me, making the whole session much more relatable and easy to understand.
Xavier Tang
Geraint's sharing was really clear and concise. He has given me more clarity on how to allocate my money and the plans I needed too.

His sharing will definitely give his customers a better idea on what they need.

Geraint is also good at analysing your needs first before recommending any solutions and the session was more educational and consultative.

Xavier Tang - RMIT (SIM) Student

geraint liu
5.0
2019-07-26T05:48:52+00:00

Xavier Tang - RMIT (SIM) Student

Xavier Tang
Geraint's sharing was really clear and concise. He has given me more clarity on how to allocate my money and the plans I needed too. His sharing will definitely give his customers a better idea on what they need. Geraint is also good at analysing your needs first before recommending any solutions and the session was more educational and consultative.
Jasmine Poh
My experience with Geraint was positive.

He was really detailed and he personalised his advice to my current financial situation.

He's a humurous person too who also gave me a full picture of what I need in the future!

Jasmine Poh - Executive

geraint liu
5.0
2019-07-26T05:51:40+00:00

Jasmine Poh - Executive

Jasmine Poh
My experience with Geraint was positive. He was really detailed and he personalised his advice to my current financial situation. He's a humurous person too who also gave me a full picture of what I need in the future!
John Lee
Geraint was really friendly, patient and detailed in explaining how to allocate my money and he has certainly given me more clarity on what I need to achieve financial freedom.

John Lee - Network Marketer

geraint liu
5.0
2019-07-26T06:24:29+00:00

John Lee - Network Marketer

John Lee
Geraint was really friendly, patient and detailed in explaining how to allocate my money and he has certainly given me more clarity on what I need to achieve financial freedom.
Tan Jian Da
Geraint patiently understand my plans ahead before advising me on the strategies and what I take on. He also taught me a lot and broke down what I needed clearly. He taught me how to plan for the long term, how much I needed to save to become financially free and has definitely given me more clarity on what I need.

Geraint is a sincere guy who puts in his best efforts to listen and understand. He is very easily approachable and easy to converse with.

Tan Jian Da - Interior Designer

geraint liu
5.0
2019-07-26T06:26:06+00:00

Tan Jian Da - Interior Designer

Tan Jian Da
Geraint patiently understand my plans ahead before advising me on the strategies and what I take on. He also taught me a lot and broke down what I needed clearly. He taught me how to plan for the long term, how much I needed to save to become financially free and has definitely given me more clarity on what I need. Geraint is a sincere guy who puts in his best efforts to listen and understand. He is very easily approachable and easy to converse with.
Calvin Mau
I felt Geraint's sharing was really beneficial. He taught me the importance of insurance and provided me with alot of value and clarity in what I need.

He's caring, sincere and a nice person to work with too

Calvin Mau - Network Marketer

geraint liu
5.0
2019-07-26T06:28:19+00:00

Calvin Mau - Network Marketer

Calvin Mau
I felt Geraint's sharing was really beneficial. He taught me the importance of insurance and provided me with alot of value and clarity in what I need. He's caring, sincere and a nice person to work with too
Angeline
Geraint's explaination about the different concepts were really clear and concise. It felt really personalised too.

He was friendly, easy to talk to, relatable, and was able to answer all my questions

Angeline - Designer

geraint liu
5.0
2019-07-26T06:30:37+00:00

Angeline - Designer

Angeline
Geraint's explaination about the different concepts were really clear and concise. It felt really personalised too. He was friendly, easy to talk to, relatable, and was able to answer all my questions
Victor Zeng
Geraint's session was really educational and personalised to my current situation.

He is a friendly, professional and personal too.

Victor Zeng - Network Marketer

geraint liu
5.0
2019-07-26T06:32:23+00:00

Victor Zeng - Network Marketer

Victor Zeng
Geraint's session was really educational and personalised to my current situation. He is a friendly, professional and personal too.
Ong Qi Kai
Geraint showed how I could become financially free faster. He even gave me advice on life and how I can become successful. He is a really friendly person to talk to as well.

Ong Qi Kai - Marine Engineer

geraint liu
5.0
2019-07-26T06:38:40+00:00

Ong Qi Kai - Marine Engineer

Ong Qi Kai
Geraint showed how I could become financially free faster. He even gave me advice on life and how I can become successful. He is a really friendly person to talk to as well.
Sin Yen
Geraint taught me how to allocate my money and how to calculate the right amount of coverage I needed too.

He was willing to share his knowledge, he kept no secrets and was patient and detailed when explaining the concepts to me.

Sin Yen - Claims Assistant

geraint liu
5.0
2019-07-26T06:41:34+00:00

Sin Yen - Claims Assistant

Sin Yen
Geraint taught me how to allocate my money and how to calculate the right amount of coverage I needed too. He was willing to share his knowledge, he kept no secrets and was patient and detailed when explaining the concepts to me.
Rayden Lau
Excellent service, knowledgable, passionate and a pleasant guy to talk to!
Meeting up with Geraint has helped to understand my current financial situation and how to better prepare in achieving future goals.

He always placed client's needs and concerns on top of the list. The whole session is more of strategy-centric than product-centric. He has given me a view on holistic life planning from short to mid to long-term goals.

Rayden Lau - Banker

geraint liu
5.0
2019-07-26T06:43:51+00:00

Rayden Lau - Banker

Rayden Lau
Excellent service, knowledgable, passionate and a pleasant guy to talk to! Meeting up with Geraint has helped to understand my current financial situation and how to better prepare in achieving future goals. He always placed client's needs and concerns on top of the list. The whole session is more of strategy-centric than product-centric. He has given me a view on holistic life planning from short to mid to long-term goals.
Rayson choo
Geraint is a really passionate and patient financial advisor. During the meet-up, I could see that he is very passionate with wealth management as he was very knowledgeable with the laws, methodologies and latest products.

He was very analytical and thorough as he explained to me clearly with the risk and returns of my current plan. He also make it a point that I do not lose out as my agent had been emphasising that it was something better for me. However, Geraint managed to analyze and plan a portfolio that's more suitable for my needs.

He was also very genuine and cares for the clients more than his financial well being because his motto in life is to always put his clients 1st and not the commission earned.
Hence, I would highly recommend him and his agency for planning your finances. I would like to take this opportunity for thanking you for helping me. I truly appreciate it.

Rayson choo - Psychiatric Nurse

geraint liu
5.0
2019-07-26T06:45:46+00:00

Rayson choo - Psychiatric Nurse

Rayson choo
Geraint is a really passionate and patient financial advisor. During the meet-up, I could see that he is very passionate with wealth management as he was very knowledgeable with the laws, methodologies and latest products. He was very analytical and thorough as he explained to me clearly with the risk and returns of my current plan. He also make it a point that I do not lose out as my agent had been emphasising that it was something better for me. However, Geraint managed to analyze and plan a portfolio that's more suitable for my needs. He was also very genuine and cares for the clients more than his financial well being because his motto in life is to always put his clients 1st and not the commission earned. Hence, I would highly recommend him and his agency for planning your finances. I would like to take this opportunity for thanking you for helping me. I truly appreciate it.
Ying Hao
Before I met Geraint, my investment portfolio was declining and I didn't know what to do.

Upon taking over my portfolio, he made back all the losses that I was incuring! He also made a point to meet up with me regularly and kept me updated on how my portfolio was performing. His professionalism made me felt so much more at ease under his management! Keep it up Geraint!

Ying Hao - Engineer

geraint liu
5.0
2019-07-26T06:47:20+00:00

Ying Hao - Engineer

Ying Hao
Before I met Geraint, my investment portfolio was declining and I didn't know what to do. Upon taking over my portfolio, he made back all the losses that I was incuring! He also made a point to meet up with me regularly and kept me updated on how my portfolio was performing. His professionalism made me felt so much more at ease under his management! Keep it up Geraint!
Moon Row
Before I met Geraint, I was just going the flow with life, but after I met him, I feel like a new chapter of my life is opening infront of me. I feel like I have something to look forward to.

I really dont know anything about investing but he is very patient in educating me step by step, even repeating it whenever I didn't understand. And you'll be comfortable to ask questions freely whenever you are in doubt and Geraint will explain it to you carefully.

To be honest, I just have nothing to do that's why I made an appointment with him.Im sick of all the other agents out there offering investments and insurance. But just to try it out, then as I said, my perspective change after our one-on-one talk. Believe me, he's way, way, way better than other agents. You have to discover it for yourself.
The best part? He gave me a copy of his book regarding Financial Freedom.
Genuinely thanking you for your time Geraint.

Moon Row - Executive

geraint liu
5.0
2019-07-26T06:52:03+00:00

Moon Row - Executive

Moon Row
Before I met Geraint, I was just going the flow with life, but after I met him, I feel like a new chapter of my life is opening infront of me. I feel like I have something to look forward to. I really dont know anything about investing but he is very patient in educating me step by step, even repeating it whenever I didn't understand. And you'll be comfortable to ask questions freely whenever you are in doubt and Geraint will explain it to you carefully. To be honest, I just have nothing to do that's why I made an appointment with him.Im sick of all the other agents out there offering investments and insurance. But just to try it out, then as I said, my perspective change after our one-on-one talk. Believe me, he's way, way, way better than other agents. You have to discover it for yourself. The best part? He gave me a copy of his book regarding Financial Freedom. Genuinely thanking you for your time Geraint.
Jerry Wong
From colleague to ex-colleague then to my Financial Planner cum friend.

I’m grateful for Geraint for the delicious dinner even though I have not let him earn a single cent after I left the industry.

Not only is he doing me a favor by taking care of my portfolio, he is taking care of my clients’ portfolio too. And yet, I got ‘pampered’ by him when he doesn’t has to.

He told me, “It’s the relationship that is most important” and I agree on that too.

If anyone who wish to seek financial advice, Geraint is the person to look for as he will do his best to give the best advice he can give even when you’re not his client yet.

Jerry Wong - Admin

geraint liu
5.0
2019-07-26T06:55:01+00:00

Jerry Wong - Admin

Jerry Wong
From colleague to ex-colleague then to my Financial Planner cum friend. I’m grateful for Geraint for the delicious dinner even though I have not let him earn a single cent after I left the industry. Not only is he doing me a favor by taking care of my portfolio, he is taking care of my clients’ portfolio too. And yet, I got ‘pampered’ by him when he doesn’t has to. He told me, “It’s the relationship that is most important” and I agree on that too. If anyone who wish to seek financial advice, Geraint is the person to look for as he will do his best to give the best advice he can give even when you’re not his client yet.
Tin Mei
Geraint's presented in a way that was easy to understand, he also bothered to find out my preferences. He was detailed, concientious, confident and knowledgeable too. Before I met Geraint I was really stressed, I didn't know what coverage I needed and what to get. But after I met Geraint, I felt more at ease that I found someone that could finally help me and someone I could trust with my finances.

Tin Mei - Nurse

geraint liu
5.0
2019-07-26T06:56:46+00:00

Tin Mei - Nurse

Tin Mei
Geraint's presented in a way that was easy to understand, he also bothered to find out my preferences. He was detailed, concientious, confident and knowledgeable too. Before I met Geraint I was really stressed, I didn't know what coverage I needed and what to get. But after I met Geraint, I felt more at ease that I found someone that could finally help me and someone I could trust with my finances.
Marcus Sim
Geraint Liu and myself go way back from army where we worked together in HQ, till he became my senior in University and gave me advice since then to even till now, where he is such a learned Financial Strategist. We met up recently because I know he's a approachable and honest friend, someone whom can enlighten and guide me on how to manage my savings more thoroughly and constructively. He started off by understanding my worries and what are my long term goals, and together, he pieced all the puzzles together and gave me advices gained from his experiences when he was in a similar state of mine. I cannot be more glad to have a friend like Geraint, who took a portion of his after-work time so to suit my internship schedule and still provide me with professional and constructive solutions to solve my worries.
Thank you bro!

Marcus Sim - Executive

geraint liu
5.0
2019-07-26T06:58:25+00:00

Marcus Sim - Executive

Marcus Sim
Geraint Liu and myself go way back from army where we worked together in HQ, till he became my senior in University and gave me advice since then to even till now, where he is such a learned Financial Strategist. We met up recently because I know he's a approachable and honest friend, someone whom can enlighten and guide me on how to manage my savings more thoroughly and constructively. He started off by understanding my worries and what are my long term goals, and together, he pieced all the puzzles together and gave me advices gained from his experiences when he was in a similar state of mine. I cannot be more glad to have a friend like Geraint, who took a portion of his after-work time so to suit my internship schedule and still provide me with professional and constructive solutions to solve my worries. Thank you bro!
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