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Testimonials

Love from Clients

I connected with Clyde at a crucial time when my father was diagnosed with cancer. My father had lost contact with his previous insurance agent, leaving us lost regarding his insurance policy. Despite being initially approached as a friend seeking advice, Clyde took the initiative to step in and take over the policy, ensuring that my father's interests were well-protected and that the process of claiming the insurance was as smooth as possible. What truly sets Clyde apart is his unwavering commitment to his clients' well-being. He didn't have to extend his support beyond the initial inquiry, but he did so willingly and without hesitation. His dedication to providing exceptional service was evident as he patiently guided us through the entire process and addressed any concerns we had.
Clyde's act of kindness and professionalism left a lasting impression on me and my family. His willingness to go the extra mile to assist us during this challenging time speaks volumes about his character and integrity as an insurance agent.
If you're searching for an insurance agent who not only understands the ins and outs of the industry but also genuinely cares about his clients, look no further than Clyde. Thank you, Clyde. Love you always.

Ken Chin
GREM, GCFA, GRID, GCIH, GCTI, GSEC, CISM

I have known Clyde for a few years now and I can vouch for his trustworthiness, his sincerity and his honest intentions to do his very best for his clients.
He has been my financial advisor for my company as well as for me personally. He helped us get the best possible medical group insurance plan for me and my colleagues. All of us are grateful to Clyde for making sure we were protected when we needed it.
On a personal level too, Clyde has always followed up regularly, enquired about my well-being and helped me when I had a medical emergency.
In fact he went out of the way to ensure that I had the best medical care possible. I often joke with my family that, at that time Clyde checked up on me more than they did! For this I will be forever grateful.
I appreciate Clyde approach to all round financial well being. He can take a look at your coverage and recommend what gaps need to be filled.
He is not looking to push particular or new products or launches but is instead looking out for your needs. This is rare amongst financial advisors.
I am happy to recommend and endorse Clyde anytime.
Like I said already, he is genuinely concerned and proactively helps and responds in times of need.

Deepti Haripurkar
Sourcing paper and paper products

I highly recommend Clyde as a financial advisor. What sets him apart and initially piqued my interest was his client-centric approach, notably his provision of an easily digestible eBook on financial planning that he authored himself. This not only demonstrated his creativity but also his commitment to making financial planning accessible. Millennials, in particular, will find his approach fresh and refreshing compared to other advisors. Our first meeting solidified my positive impression of Clyde. He took a personalized approach, paying careful attention to my personal and financial goals. He returned with a bespoke set of recommendations, showcasing his passion for his work and his drive to empower his clients. Clyde's approach to content creation is highly admirable. He steers clear of generic corporate slides and lengthy PDFs, instead offering custom content tailored to each client's needs. This effort to provide an engaging and clear understanding of financial planning options further sets him apart. If you're looking for a dedicated financial advisor who truly cares about your success and goes the extra mile to make financial planning understandable, then Clyde is the advisor for you. His innovative and personalized service is ideal for those beginning their financial journey or seeking to enhance their current portfolio.

Raj K
Policy, Trust & Safety @ Spotify

Clyde not only has a wealth of financial knowledge but also goes above and beyond to ensure I feel supported and understood. I’ve been consistently impressed by Clyde’s proactive approach and genuine care for my financial well-being. Clyde also possesses the ability to breakdown complex financial concepts to ease first timers into their long term financial planning.

Koh Kah Xuan
Legal Associate

Clyde possesses a strong understanding of financial planning and is able to simplify complex concepts, making it easier for anyone to follow.
What distinguishes Clyde is his empathy and genuine care for his clients’ wellbeing. He takes the time to truly understand my concerns before offering personalized advice.

Ryan Chew Zi Jie
AngelHack,Tribe and StackUp | Forbes 30 under 30

Met up with Clyde after he sent me a copy of his e-book and he has been very helpful with assisting in review of all my insurance plans and coming up with proposals by the 2nd meeting already!
He knows his stuff well and truly has his client's wellbeing at heart.
Would recommend speaking with him if you are looking for a Financial Advisor!

Weiheng Lin
Data Analytics Senior Manager @ foodpanda • Previously Meta, Lazada

I have spoken to a few FAs, and Clyde is different. He takes the time and effort to know you, the client, your goals, considerations and even philosophy. Not only does he go through the fundamentals of financial planning, but he also tailors solutions to address financial gaps or reinforce your portfolio. He explained the rationale for his advice clearly and did not focus on products.
I would say it is definitely worth hearing him out; at the very least, you might learn something.

Lee Novi
Business Analyst and Project Support Officer at FDM Group

Clyde is warm, knowledgeable, and engaging. I think that he genuinely prioritizes the client's needs over making a sale. In fact, after we had a few discussions, he identified that his initial recommendation might not be the perfect fit for me, showing his commitment to my best interests. If you ever have the opportunity, I would highly recommend meeting him for great conversation and discourse. Personally, I'm looking forward to more coffee and chats with Clyde in the near future.

Elliot Tan
Backend Software Engineer at TikTok

Was introduced by my friend to Clyde for insurance consulting.
Clyde is a very knowledgeable and professional agent.
Most of agent will jump to the product selling in the first meeting but Clyde didn’t.
He is an exceptional listener and advisor who listens to my concerns, financial planning goals and generously shares his thoughts.
He also sent me an e-book he wrote about financial planning, which is quite insightful for those looking for basic finance knowledge and tips.

Yuan Zhao
Team Lead

Am writing to express my sincere appreciation for the excellent financial advice and guidance that Clyde have provided me over the past years. Your ability to listen to my needs and provide tailored solutions has been particularly impressive.
You have taken the time to understand my unique financial situation and have provided me with sound advice and strategies that have helped me grow my wealth and secure my financial future. You are an outstanding professional who truly cares about your clients' financial wellbeing.
I feel fortunate to have had the opportunity to work with you, and I look forward to continuing our partnership for many years to come.

Tzer Chew
SENIOR MANAGER, INSIGHT SERVICES, DATA ANALYTICS & GOVERNANCE

I had quite a bad experience working with other financial consultants in the past for different reasons. It became very difficult for me because while I know the importance of being insured, I am daunted to spend on policies that are unsuitable and irrelevant to me. That made me glad to have met Clyde because he is always very transparent and honest during our conversations. I also appreciate very much that he explains complicated things into simple terms so that I can understand the policies that I have. His service to me for the past many years have brought a peace of mind that my portfolio is in good hands. I highly recommend Clyde to anyone who is looking out for a financial consultant because a good one can really take you very far.

Ben Tee Eng Ming
Account Manager (Government Sales) at M1 Limited

The best thing I can describe about my experience with Clyde is that he is not aggressive on sales, but very aggressive on his service.
A lot of sales people have tried to meet me and push me to buy things but Clyde always holds meaningful discussions to help me made aware of my needs.
Only then he gives solutions and allows me to make informed decisions comfortably. He is very knowledgeable in his field and is constantly upgrading himself to provide better service and advice to his clients. I remember having a medical condition in the past and he went out of his way to research and learn about it before proposing a solution that fits me, and I am very thankful for that.

Ryme Ramlan
Team Manager @ Air Charter Service | Business Development

Clyde assisted me to roll out Medical Benefits during my time at Luno Pte Ltd.
He gave me good insights on market norms to ensure that Luno was competitive in the Singapore market.
He also advised me during my other stints as HR on current Benefits in the market, and where the Medical Benefits can improve

Shane L
HR Professional | Navigating the People Dynamics

Clyde is a driven person who is committed to helping and spreading financial awareness and knowledge to those around him.
He has the best interest of people at heart, which is very important for a financial agent. He is also humble and always learning new things and keeping up to date with the market in order to give advice to those around him. Keep it up!

Aaron Tan
Entrepreneur and Engineer

I have been working with Clyde for
a while now and have been very impressed.
He is knowledgeable and professional, and helped me create a solid financial plan.
I highly recommend him to anyone looking for a good financial consultant

Rakash Mahaindren
Business Development in Facilities management

If you are looking for a financial consultant please consider Clyde. He’s a great guy to work with and spends great effort in helping to navigate through the complicated waters of financial independence.
Highly recommend.

Guang Hao Cheng
Head, Clinical Programmes and Corporate Services

Clyde is a highly passionate and motivated consultant who goes the extra mile to ensure the best for his clients. In my experience of working with him, he is someone who cares about genuine relationships and values the people that he crosses his path with.

Enoch Ng
Graduate from NUS Business School

When i initially met Clyde, I was seeking guidance on health insurance and he provided me with a comprehensive understanding of the options available. His expertise in the insurance industry ensured that I made an informed decision that suited my need perfectly. Later on, we connected on my need of finding a suitable financial product to meet my future goals. He took the time to throughly explains various financial products and investment opportunities. What truly set him apart was his transparency and dedication to educating me about pros and cons of each option.
He never pushed me to invest in anything, but instead, he empowered me with the knowledge I needed to make sound financial decisions.
Clyde possesses a rare combination of professionalism, honesty and a genuine concern for his clients financial well being. His commitment to providing ethical and unbiased guidance is commendable and I have the utmost confidence in his abilities.

Aman Sinha
Associate Director - Lead Architect - Digital Technology at Singtel

Being able to find someone around the same age as me and easy to communicate with, it has always been a seamless and fruitful experience whenever I meet up with Clyde. From the start and during our follow up sessions, he makes a point to understand my most current needs. As someone who is not in this field, he makes a point to break it down clearly and suggests only to what I really need to close up the gap, be it short term and long term. On a personal level, he has been keeping check on my recent health condition, and all claims went so smoothly and he executed the procedures promptly, I didn't have to worry while I focus on my recovery. Nevertheless, he has also become a good friend to confide in as we embark on the next stage in life, facing new challenges ahead of us. Lastly, Clyde is a well adept individual who constantly upgrades himself and whom you can put your trust in as he will keep you updated on any important changes. I'm glad to have met him and I am proud to recommend him to anyone out there.

Julia Yeo
Assistant Merchandising Planning Manager at Uniqlo Singapore

Clyde is a competent & knowledgeable financial advisor that is able to guide his clients much more than the space of insurance. He is also transparent in my exchanges with him and extremely down-to-earth. I have also benefitted a lot from his constant updates on investments, market trends, and many other useful financial nuggets! There aren’t many FA out there who is able to determine those specific differences between policies, and saving schemes. Clyde is 1 of the few FAs that goes the extra mile to provide clients the insights and watch out for their blind spots when it comes to Clients’ financial management habits. For those who have a current policy in place with your current FA. If you’re open-minded enough, do let Clyde help you to give a fresh perspective of your portfolio to see how you can improvise your strategy & plan towards your goals (:

Leonard Wong
Self employed Trainer

As a young person with little knowledge on insurance, I was very appreciative of having Clyde as my financial advisor. Clyde possesses an extensive knowledge of the various insurance products, policies, and coverage options, enabling him to provide accurate and tailored advice to his clients. What I found that set Clyde apart was his genuine commitment to his clients' well-being. He takes the time to listen attentively to their concerns, thoroughly assess their needs, and then provide comprehensive solutions that align with their unique requirements. Clyde's ability to explain complex insurance jargon in a clear and concise manner is commendable, making it easy for his clients to make informed decisions about their coverage. I would wholeheartedly recommend Clyde as a Financial Advisor to anyone seeking exceptional service and expertise.

Sean Ng Ming Sheng
Medical Officer | MBBS (Singapore)

I used to always be adverse to meeting financial consultants for fear of the typical selling process they employ. But Clyde was different! Clyde's effort to understand and help me visualise my financial goals really helped me see my future much more clearly. He was approachable and professional during our exchange. More importantly, I finally understood the importance of financial planning and the right habits and techniques that make financial success possible. I really want to commend Clyde for his approach to coaching(not just consulting) me during our consultation session. On hindsight, it was his approach to Financial Consulting that really helped me achieve a shift in mindset, and got me excited for my future.
I confidently recommend Clyde's services.

Glen H
Financial & Management Consultant | Life & Executive Coach

Clyde exemplifies an unparalleled level of consideration, understanding the nuances and needs of each client. His deep knowledge about the products is truly impressive and invaluable in guiding clients towards sound decisions. He also explained the details really well for clients to understand how does it work and what are the payoff.
What sets Clyde apart is his commitment to spending ample time with clients, comprehensively getting to know their challenges, and developing personalized solutions.
Working with him to navigate the complexities of financial planning can be very efficient! I have no doubt that Clyde will continue to excel and positively impact the financial well-being of every individual he assists.

Geoffrey K
Private Markets @ GIC

Clyde’s technical expertise and responsiveness have been instrumental in helping me navigate important financial decisions. In addition to his exceptional skills and meticulous attention to detail, what really sets Clyde apart is his warm and friendly personality.
Genuinely, I can't recommend Clyde highly enough. He is a finance consultant who is not only great at what he does but is also genuinely friendly and provides excellent support for his clients.

Justin Lim
Executive Manager at BCA | Graduate Student at NUS ISE (Data Analytics)

Clyde is knowledgeable and approachable. I learned a lot from every conversation with him. Especially when he is talking about wealth management, I can deeply feel his passion and ambitions to help people’s financial planning with his expertise. His professionalism and calmness reconfirm my trust on him. He is good at listening and empathizing with client’s situation. His advice and solutions are professional and personalised. Working with him is very comfortable and cheerful.

Xianjin Chen
Management Consultant | Expertise in Life Sciences Consulting | Molecular-Cell BioTech Specialist

I had the pleasure of working with Clyde in a corporate capacity. Clyde is highly knowledgeable and timely in advising us on the financial products purchased for employees’ benefits.
Most importantly, he genuinely cares about the employees’ welfare and ensures that claims are processed as painlessly as possible. Clyde is also a good listener and has great patience in explaining insurance guidelines which can indeed be hard to understand.

Velina Loi-Collins
Seasoned HR Professional | Career | MBTI & HR Trainer & Facilitator | Public & Private Sector Experience

His friendly and approachable character gives you the feeling of meeting an old friend. Makes you comfortable to share more. Always willing to listen and understand your concerns/opinions before suggesting his solutions. Clyde is also someone who goes the extra mile when comes to problem solving. Due to my medical condition, I had issues getting policies with other agents. When i got to know Clyde, he understands the situation first, did his own study then proposed solutions for me. From his work, you know that he takes pride on it and he is giving 200% effort to help you. Will also follow through every process to ensure you are well taken care for. Highly recommend Clyde!

Lester Ho
Senior Planner

I learned a great deal about finance and investments from Clyde. He always explains the risks, taught me how to practice prudence effectively, and provided solutions that works well for my age and circumstance.
Over the years, he has been handholding me across market movements and government policy changes, and always making sure that I am properly looked after.
Clyde is very friendly, easy to approach, always cheerful, and ever ready to provide advice and suggestions. He is best at what he does and I have no doubt that anyone he works with feels the same way.

Kannan Rajahgopal
General Manager at Dynamics Circuit (S) Pte Ltd

Clyde is not only a good consultant but also he has this human touch to his approach that makes him unique in his space. He goes that extra mile to make sure that his services are really making a difference. He keeps in touch not only professionally but also as another human being who can be sought in need. I have always received the right suggestions from him. Needless to say, he has very good knowledge of his domain and it appears he likes to keep himself updated. He is well-spoken, assertive, and highly motivated. I hope he continues to keep up the good work and improve along the way. Wishing him all the very best.

Sayon Sinha Ray
Marketing Director | Catalyzing Transformation | Elevating Awareness of eSIM Technology for Seamless Cellular Connectivity & IoT

In managing financial and protection manners, I believe responsiveness and earnest attitude are the most important traits.
Clyde certainly possesses both traits and I personally like his non pushy attitude that has made financial decisions a smooth one.
In my most recent claim, Clyde has helped me to make the process an efficient and smooth experience.
I would recommend him to anyone out there looking for a sincere financial advisor who looks out for you.

Rosa Liady
Managing Director at MR Studio Pte Ltd (Lighting)

This man is literally: The Financial Astronaut. When I first met Clyde I was really lost as to what should I be investing in to get a constant flow of passive income. With his Vast Financial Repertoire, he showcased to me all the available investments, assessed their Risks involved, then broke it down to me in simple layman terms which I could understand confidently with ease! I'm sincerely considering to join his team and don on the EMU suit along with the Financial Astronaut Helmet! From the bottom of my heart, Thank You, Clyde!

Eugene Paik
Retired :D (Self-employed)

I recommend Clyde to anyone whether you are a new customer looking for a fantastic insurance consultant or you are already an existing insurance holder. Clyde is someone who knows his work the best comprehensively professionally. He is also down-to-earth on a very comfortably personal level and never fails to make sure that he puts his customers first. I best describe him patient. He explains everything I need to know and I always have a comfort of being inquisitive and detailed. I have a really great experience working with him.

Tsubasa Yamaguchi
Recruiter at Nomura Research Institute Singapore Pte Ltd

My meetings with Clyde is always a fruitful because he is always well prepared and addresses every concern that I have. He is also very patient and detailed in his explanations which makes understanding complex products feel like a breeze. I have met many financial consultants and bankers before but my encounters with Clyde is always the most pleasant. I am very happy to work with him.

Ziang Zhong Ling
Project Director at UnaBiz Pte Ltd

Clyde is an astute and patient financial agent who always performs his fiduciary duties with utmost care. We have had many fruitful discussions about financial literacy and I always look forward to meeting him. When I first met him, I was very impressed with his level of knowledge and candour. I would definitely recommend getting to know Clyde for anyone looking to break into the industry or seeking his services.

Kevin Lim
Software Engineer at Google

Clyde is very proactive in his processes and shares crucial information with me freely. I have learnt lots of valuable financial insights from him over the years. Not to mention, he is also very truthful and non-pushy which makes people speaking to him comfortably. Will definitely recommend him to anyone who is looking for options and needs a neutral point of view.

Zhi Yung Ko
Project Management, Customer Success

Clyde is well-versed in the different kinds of investment instruments and is able to make great financial recommendations based on your situation. His advice was very useful to me.

Joo Ern Chin
Senior Business Intelligence Analyst

Clyde is driven and committed to making his mark in the industry. As a financial planner is constantly learning and keeping to date in order to deliver the best to his clients. As a young leader, he is enterprising and sets a stellar example for his team.

Denys Ngo
Senior Executive Manager at Finance Mafia

Clyde is a professional consultant and he provided valuable tips and guidance to me. It's my great pleasure to know him and am deeply impressed by his positive working attitude and sincerely wishing him success in his present and future endeavours.

Heamenjit Singh
Team Manager, Legal & Compliance at Drake International Asia

I have met with many financial advisors before, and it is common that they tend to talk a lot and push a plan until I met Clyde. He is someone whom I feel is the most trustworthy and most comfortable to work with. Clyde listens and understands my situation very well before providing solutions and options. He also puts efforts to prepare a lot of preparation into his work and his service is stunning even after the sales process. 10/10 highly recommend him!

Takafumi T
Hedge Fund Operation Risk Control Manager

Clyde is a trusty and dependable advisor who has excellent financial knowledge. Always genuine and does his very best for his clients.

Kian Ann Ng
Principal Project Manager at Sonova Group

I am writing this recommendation to express our sincerest gratitude and admiration for the outstanding service provided by one of our close working partners, Mr Clyde. His professionalism, knowledge, and dedication in ensuring that our company's insurance needs are met to the fullest extent has impressed us. Clyde has consistently gone above and beyond in providing us with the best insurance options and administrative services for our company.
He takes the time to understand our unique needs and provides tailored solutions that meet our requirements exactly. His exceptional communication skills and attention to detail have always been on point in ensuring that all our insurance-related queries and concerns are addressed promptly and effectively. Furthermore, Clyde’s vast experience and industry knowledge have been invaluable in navigating us through the complex insurance portions.
He keeps us informed and up to date with the latest developments and then provides further insights, analysis and recommendations.
Clyde’s positive attitude, friendly demeanor, and unwavering commitment to delivering the best possible service have made our company with him working a true pleasure. We have no doubt that Clyde will continue to be knitted close working partner to our company and an example of excellence in his insurance industry.

Binwei Guo
Chartered Accountant of Singapore.
Accredited Tax Practitioner (Income Tax) of Singapore. Undertaking CFA institute program

From the outset, Clyde was incredibly professional and personable in his approach, taking the time to understand my specific needs and goals before diving into the details of my financial situation. His active listening skills were particularly impressive, and it was clear that he has a wealth of experience and expertise in the field. What really stood out to me about Clyde was his holistic approach to financial planning. He not only addressed my immediate concerns but also highlighted areas that could be useful for my attention in the future. He took the time to explain how my current situation could be leveraged to meet my long-term goals, and I felt confident that he had my best interests in mind. Overall, I would highly recommend Clyde as a financial advisor to anyone seeking guidance and support in managing their finances. He is a true professional with a wealth of knowledge and expertise, and his approach is both comprehensive and personalized.

Russell Ng
Partnering Everyday Leaders and Coaches towards sustainable success through Executive Coaching | Chief Happiness Officer
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