
Keeve
NSF when we first spoke
Before — Unsure about his career direction and what to do next.
What we did — Onboarded him with resources and close mentorship to build his knowledge and network.

Who am I?
Basil Koh · Associate Director
My story
I was always scared to spend too much because money felt scarce, but I knew I never wanted to worry about money. Naturally, I wanted a higher income — but I was lost. All I knew was to study hard and become a doctor or a banker.
Not the pushy, cold-calling kind — genuinely helping people with their money, paid for how good I am at it.
My own mum called it a pyramid scheme; some friends scoffed. So I just explored — watched, asked, met the team. No pressure, no strings. Only when I was sure did I put in more effort.
There was rejection, and I had to manage my time well. But once I'd picked up the skills, I finally lived the life I'd dreamed of — travelling 5 times a year, the freedom to move out whenever I want, and giving my mum an allowance. All while in university.
If this resonates with you, I can show you exactly how I did it — and how you might be able to do the same.
Real stories

NSF when we first spoke
Before — Unsure about his career direction and what to do next.
What we did — Onboarded him with resources and close mentorship to build his knowledge and network.

Just ORD'd, waiting for uni
Before — Stressed about his career and living very frugally.
What we did — Gave him clear structure and step-by-step guidance through every stage.

Undergrad, juggling school
Before — Worried about the stigma around financial advisory.
What we did — Welcomed into a team of peers his own age and given step-by-step structure.
In their words
My worry about FA was that I might not be able to succeed — or even how to do it. Basil guided me with the structure, and it gave me the confidence that it would work. I cleared my MDRT just 4 months in, and now I don't have to worry about money anymore. If you've ever thought about living your most ideal lifestyle — this is the career. Don't hesitate.

Keeve
Explored at 20 · $10k/mo within 6 months
Everyone starts with the same fear — the stigma, people thinking you're pushy when you have zero intention to be, relationships being tarnished. Just 4 months in, those fears are gone. My friends are my clients and I'm closer to them than ever — no relationship burnt. They walk out of meetings smiling, feeling reassured, not pressured. 5 figures earned in less than 4 months, at 22. In a people's business, shouldn't we be focusing on the people?

Andrew
Five figures in under 4 months · age 22
I was worried about the stigma, but I gave it a shot — I had everything to gain and nothing to lose. The team made me feel welcome, everyone's around the same age. Now I'm earning $5–6k a month while juggling school, and I can sustain myself without my parents' support. To anyone hesitating: staying in your comfort zone will never bring you closer to the life you want.

Ryan
Undergrad · $5–6k/mo while studying
The system
Every step is no-commitment until you're ready.
A relaxed call to see if this even fits your goals. No pitch.
Videos, events, real questions — 1–2 months, zero commitment. Walk away anytime.
When you're in, you get everything: scripts, coaching, and your papers.
You open cases, help people you care about, and get paid.
Be honest with yourself
What you get
Solve your personal bottlenecks so you can set appointments, open cases, and close them with confidence.
Every skill and piece of knowledge you need to do well in FA, in one place, on demand.
Never guess what to say — say exactly what works, verbatim.
Advise at a higher level and close bigger investment cases.
An energising room where you generate appointments together, not alone.
Close tracking of your progress in your first two months, so you hit a strong first-month result.
Recharge for the year and apply townhall learnings from the agency's top advisors.
Walk into every case you open with the best possible shot at closing it.
Questions
As soon as around 2 months from the moment you decide to commit.
Absolutely not. If you're a student, you'll just manage your time accordingly — 15–20 productive hours a week is enough to build real income.
No. You're actually protecting your friends from the real salespeople and cold-callers by giving them robust, needs-based financial planning instead.
Everything you need is compiled for you (and honestly, findable online if you look properly). No prior background needed — just a willingness to learn.
Around $4k/month, as long as you put in 15–20 productive hours a week — that's just 1–2 full days.
Just 1–2 hours a week. It's designed to be low-pressure so you can decide honestly.
No. We take you through the papers and licensing as part of the Preparation phase.
No. There's no penalty for walking away — and if it's genuinely not a fit, I'll invite you to leave too. I want the right people, not warm bodies.
This is the most structured yet genuinely fun process in Singapore, with highly relatable mentorship — built for the highest chance of sustainable success, not a revolving door.
I don't have the bandwidth to properly mentor more than that. I want quality, not quantity — and that means real attention on each person I take on.
“Ownership is the key to happiness and freedom.”
I only mentor a handful of people at a time, so I can actually show up for each one.If you're even a little curious, let's just have an honest conversation — no pressure either way.