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What Our Clients Say

Some kind words from our respected clients

Mr. Yong used several real-life examples in class which I find very practical and I like most. I had learned to manage stress well, everything starts with proper planning and risk optimization as my take-home value.

Irene Gan, Center Manager Premier Wealth Manager of Maybank

The cash flow and risk profile are the parts that I like most in the class. The class helped to reduce financial stress through effective strategies.

Eugene Ooi Ewe Jin, Branch Manager (North) of Oriental Pacific Futures

What I like most is the insurance & legacy planning and the class is different from the classes that I attended before as it is an “enhanced” learning experience. This class triggered me to review my insurance coverage and have a well-written.

Andy Choong, Associate Director of Private Banker of CIMB Bank

What I like the most is the speaker’s optimism & desire to share everything you have learned with the participants. This class is different when compared with other attended classes before on more personal touch, the course is carried out in an informal discussion and the messages are easier to be absorbed. My take-home value is to know in detail even basic information which we ought to know and a reminder to us to continue to learn, not only from a technical perspective but daily values.

Teh Yee Chin, Director, Client Coverage, Private Sector of RHB Bank

This is the second time I joined Mr. Yong’s class, the environment is cozy and relaxed and the topics are organized and relevant are the parts that I like most. The class is different from the classes that I attended before as the topics are interesting. My take-home value is the financial stress management and will look into will writing part.

Sarah Tan, Branch Manager at Standard Chartered Bank

What I like the most is the pre-course Excel spreadsheet which is a very good tool for any individual. The take-home value has managed the stress (financial) from the start-need over want, live for yourself (family), not for others, etc.

Isabella Lim, Company Dealer (Senior Manager) of UOB KayHian

What I like the most is the overall class is quite ok and has real-life stories. Video clips for the sharing purpose made the class different from the classes that I attended before.

Jeremy Wong, Head, RHB Banking Group Channel

What I like the most is the relationship between the simple item-“water” to real-life experience and the class is very practical to visualize and adapt to the lesson. The class offers a different perspective compared with the classes that I attended before. My take-home value is to manage stress (financial) well.

Lee Beng Yew, Director, Corporate Finance of RHB Bank
What I like the most is the excellent tools of financial stress self- assessment and Excel spreadsheets and the explanation of 5 major financial stress and the solutions is very useful. The class is excellent when compared with the classes that I attended before. My take-home values are to live in flexibility but plan for financial possibilities.
David Lo, Deputy Director, Future, and Options of RHB Bank
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