Raphaela Lee

Assoc Director, Debt Markets – Maybank

Amanda is able to fully understand my lifestyle requirements to recommend what is needed and not what I think is needed and to give and independent and objective view or advice. Someone who genuinely cares for your personal well being. Proactive and able to communicate to a layman. Versatile enough to give customized solutions and journey with their customer through different cycles of life. After service is there when it comes to claims. Not just someone who disappears when I need them the most.

Mike Wong

Head, SME Advisory - CGC Msia

Someone you can trust, not just with financial matters, but with the legacy you’re building. His passion for his work is obvious in every conversation, every detail. He listens not just to respond, but to understand, which is something I value.

SK Lim

Assoc Director, APAC Sales - Tata Communications

A man of his word, Simon is a person whose word truly means something. Through our interactions, he’s followed through with precision, foresight and is one with a keen eye for details. Responsible and an honest family man. You’re in capable hands.

Nadine A.

Corporate Legal Council

My dad left us quite a big sum of money. But that was the start of how my family quickly grew apart. We never fought over money. Until we did. My siblings questioned the will. The house couldn’t be sold. It took 4 years to sort out everything. Thanks for guiding me every step of the way.

Chong Wei Lin

Founder, Perceptive Design SB

I thought I had everything covered. Properties, businesses, assets & a family I’m proud of. But when I sat down for a structural review, I realized how many blind spots I had. I uncovered gaps that could have left my family and assets vulnerable. Since working with them, it gives me peace of mind knowing everything is secure.

Siti Aisyah

Executive Director, SA Group Holdings

I’ve always been careful with my investments, but when I started thinking about the long-term impact on my family and business, I realized I hadn’t really structured my wealth properly. The structural risk audit revealed so many areas I hadn’t considered—like my keyman protection and liquidity gaps. Invaluable knowledge & brilliant planning.

Raj M.

Senior VP

I was always too busy with work and life to think about things like wills or trusts. I kept telling myself I’d get to it ‘later.’ But after talking to Amanda, I realized how much I was leaving undone. She didn’t just help me create a will, she helped me understand why it matters, and how my family would be affected if I didn’t have a plan. She really takes the time to listen and make sure everything is taken care of.

Farid A.

Entrepreneur

I’ll admit it—I didn’t think I needed help with my estate planning. It felt like one of those things you can always do tomorrow. After seeing what happened to my late father’s
business, I didn’t want my kids to go through the same. Thank you, Simon & Amanda, for making something so important feel manageable and personal.

Tan Jia Wei

Investor & Angel Investor - Katalyst Labs SB

As an investor, I’ve spent years growing my portfolio. But I never really thought about the bigger picture—how my assets would be managed and transferred for the next gen. Amanda helped me design a wealth succession strategy that not only protects my wealth but ensures a smooth transition for my family. You won’t be disappointed.

Poh Li Wan

Retired, Real Estate Investor

When I retired, I thought I had everything set—my properties were paid off, and I had savings. But I never took the time to consider how my estate would be managed later on. Amanda explained everything clearly—how my assets should be structured, how my children would inherit smoothly, post arrangements, very practical, meticulous yet structured.

Mr Kaliswaran

Director, Johor Jaya

I never realised how many practical things families have to deal with in the first few hours after a death. The discussion helped me understand the entire process clearly. Once everything was organised, it honestly felt like a huge weight lifted off my shoulders.

Stephanie Lee

Senior Manager, Kuala Lumpur

After a friend recommended I at least learn about the options available, I decided to sit down for a conversation. I was surprised how practical and straightforward everything was explained. It made me realise that planning ahead is actually one of the most thoughtful things you can do for your family.

David T.

Business Owner

I always thought I had time to figure things out. But after a family scare, I realized how vulnerable we all are without a solid plan. Amanda didn’t just help me create a trust — she helped me understand why it mattered. She made sure my legacy wasn’t just a number in a bank account, but something meaningful for my family. I can’t put into words how much I appreciate that peace of mind. If you’re still thinking about it — don’t wait. Do it now.

Tina L.

Corporate Banker

I never realized how much I was leaving to chance until I sat down with Amanda. We’ve worked with advisors before, but nothing felt this personal. She didn’t just help me plan my will — she showed me how to protect my family’s future. I feel at ease knowing that my children are taken care of, no matter what happens. I wish I had done this years ago.

Madam Soo

Retiree, Ipoh

I’m quite proud with my decision actually. Didn’t know there were so many benefits planning everything early. Will surely recommend my friends & relatives to do the same!

Uncle Kenny

Retiree, KL

Surprised at how advanced the services are these days. Happy that this part is settled. I feel a real peace of mind knowing my family won’t have to rush around making difficult decisions if the time ever comes.

Richard Saw

Retiree

What I learned in 30 minutes with her, I’ve never heard from any other consultant I've come across in 20 years. She helped me see blind spots I didn’t even know existed. She is very detailed in her recommendations and ideas and she always gives me answers to what I need and can't get from anyone else. It's in the small finer details which I see the most value whenever speaking to her. Very experienced and approachable.

Jasmine R.

Retiree

Honestly, I was hesitant at first. I didn’t think I needed to worry about any of these things. But after sitting down with Simon, I realized how much I was leaving unprotected. He made the process feel easy, even though it was something I had put off for years. He genuinely cared about securing my family’s future. Now I know that whatever happens, they are protected, and that’s something I’ll never take for granted.

Rajiv Kumar

Senior VP, Sfera Group

I never realized how vulnerable my family and I were until I spoke to Simon. I was focusing on growing my career and investments, but I hadn’t given enough thought to estate planning and business continuity. Going through everything—my assets, liabilities, my employee benefits, really happy with the execution plan he guided me through.

Jason Lim

Business owner, Shah Alam

3 weeks ago, someone close to our family passed away unexpectedly, and I saw how stressful it was for the family to make arrangements so quickly. Didn’t want that to happen to mine. Glad to have got this part settled. Highly recommended!