AIA High Net Worth Prestige Club – Senior Personal Wealth Manager 2023
Million Dollar Round Table 2023
The previous financial consultants (FCs) I spoke to were very pushy and always tried to hardsell me in the first meeting and so I became very wary of speaking to any FCs. However, after meeting Ian I decided to hear him out, and was happy that Ian didn’t sell me anything in the first session, and truly just wanted to understand my situation and get me towards my financial goals, and am very happy to be working with Ian for my retirement planning and setting up a university fund for my daughter.
I felt that Ian is very clear, honest, and upfront with everything and can get the vibe that he’s truly here to help you achieve all your financial goals 9/10.
Ian is new but genuine in his financial planning, feel free to challenge him with questions, ian is also relatable and his thought process is very logical 8/10.
Ian is very insightful about his explanations although I already had prior investing experience and also made me reconsider my investment strategies 9/10.
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