Dear Financial Advisors,
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The sales opportunities arises from the coversation of planning, in terms of LPA, trusts and nomination.
Loh Kok Hong
Financial Advisor
I met Mr Tan in Rockwills Corporation through a public forum in 2019. Mr Tan assisted me in doing my LPA and Will. He is still in contact with me to this day, helping to review my needs annually. When I sufered from Brain Aneurysms in 2020, Mr Tan helped me review my Will and gave very helpful suggestions. He was able to identify customer individual needs and is very knowledgeable. He even advised me on how to do my will in places such as Bangkok and Shanghai. When arranging video conferences to meet, he will always be on time while making me feel welcome.
Mdm Hu Weiying
Have you done up your estate planning with all these intruments?
- Will
- Lasting Power of Attorney
- Nominations
- Trust
- Advanced Medical Directive
- Advanced Care Planning