Senior Financial Planner
"Living below your current means increases your future means."
Star Club - 2022, 2023
Zhen Yuan is a chill person, he can joke around sometime but when its time to get serious he become one of the most serious person. He is always helpful, trying to help in everyway he can so long as one deserve the help.
Kai Xuan
HR Manager
I could not have been any happier from the service received from Zhen Yuan. He is knowledgeable and professional in helping me with my needs. He explain to me on the policy and advise me on the option and cost based on my financial capability. We often meet for lunch and he will always do review with me on the current investment performance, I feel safe leaving my money with him.
Kai Xuan
HR Manager
I could not have been any happier from the service received from Zhen Yuan. He is knowledgeable and professional in helping me with my needs. He explain to me on the policy and advise me on the option and cost based on my financial capability. We often meet for lunch and he will always do review with me on the current investment performance, I feel safe leaving my money with him.
Zepht Chen
Marketing Manager
Somewhere along your life, you will have relative coming to you and tell you they are in the financial industry and ask for your support, Zhen Yuan is my brother and he never once mention about supporting him. I was moved by him when he say lets do investment together, the solution can provide us with passive income in the future, from his word I can feel he really want to help me achieve finance independent hence ultimately I leave my money with him.
