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Congratulation, and thank you for entrusting us with the responsibility to look after your financial needs. I’d love to know what you think of my work in your own words and how we can continue serving you well into the future. And it would also mean a lot to me if you could endorse my consultation by giving me a testimonial that I may share with others.


I’m grateful if you could include a few of the following thoughts in your feedback/testimonial

  • How was the professionalism, friendliness and knowledge of the financial consultant?
  • Which part of the process and services do you think is the most beneficial?
  • What is your biggest realisation regarding your financial situation through this process?
  • Would you recommend this service to others?

You may write in Bahasa Malaysia.

Moving forward on personal finance planning, what will be your top financial concern? (multiple choice)

Which service update would you like to get from us? (multiple choice)

We truly believe in helping as many people as possible to better manage their finances and make good financial decisions.

Who among your friends and loved one do you think we can reach out together to allow them to benefit from our services?

Do you know of anyone who has the qualities to be groomed as a financial consultant?

Thank you for taking the time to complete this feedback.

We hope that you and your loved ones are staying safe and healthy.