Augustine Tan, Global Data Analyst, Bloomberg LP Joshua is straightforward as an agent, and as a friend. I appreciate the fact that he is not afraid to challenge your goals and assumptions, and his ability to steer your thinking to consider different perspectives, one which you may not have considered before.
I appreciate his attention to small details such as our yearly cash flow planning and his genuine curiosity about my life so he is better equipped to advise me financially. He puts his money where his mouth is and I only regret I did not know him earlier in my financial planning journey. Nevertheless, he has never been pushy about me surrendering my existing policies, and is happy to work according to my needs.
I also value his advice in other life aspects like the workplace and personal relationships, and am glad to be able to say that if I encounter any difficulties, he will be there for me as a friend first, and an agent second. I thank fate for bringing us back together as I know I’m in good hands |