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Recommendations for English speaking insurance agent/wealth planner?

ORIGINAL POST
Posted by LondonerInHonkers 8 yrs ago
Looking for any recommendations for Wealth Managers/Insurance agents that speak native English that can help out with life insurance and savings plans. I have only been put in touch with local agents who don't speak great English so it's a bit of a struggle.

Any guidance?

Thanks all!

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COMMENTS
cheups 8 yrs ago
Hi londonerinhonkers.

I currently use an AIA agent who covered all my insurance (he also did my domestic helper and group medical for my company as well as life insurance). He's from the UK so has good English, very friendly and professional. Highly recommend as he was recommended to me by a friend!

I initially whatsapp'd him on 5491 4048 but his email is davidlam@aia.com.hk if you want that instead.

Hope that helps

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Ed 8 yrs ago
We have used Kwiksure for insurance services for many years --- very thorough

https://kwiksure.com/?campaign=asiaxpat

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LondonerInHonkers 8 yrs ago
Thanks for the quick recommendations! @CHEUPS I've made contact with David - very helpful.

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hklion1969 7 yrs ago
Neil McCormick from lifestyle Brokers is a fantastic broker and can cover many companies for the best policies and premiums. Using just the one provider limits you to their products and sometimes does not best meet your needs. Give him a call 6120 1829

I am not Neil McCormick by the way. My name is Tony Lawlor

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eurasirgeon16291629 7 yrs ago
i have a personal wealth and financial planner from axa. his name is mansfield lai. he is a local but speaks terrific euphemistic, idiomatic, metaphorical kind of english so his english is quite interesting and fluent. he is in a very senior position in axa and has been in insurance industry for nearly 20 years. he originally graduated from city university as a mechanical engineer so he is very good with mathematical perspective of amassing wealth and estate planning. he has established a charitable trust for me so my money grows as well as remain intact because of the implication of charity nature of the trust against tax. in fact a charitable foundation can also be a good name to hide your wealth.

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