The views and opinions expressed in this website are solely that of the author and do not necessarily reflect the opinion of The Great Eastern Life Assurance Co Ltd (“Great Eastern Life”). For the avoidance of doubt, Great Eastern Life does not make any representations or warranties, express or implied, as to the completeness or accuracy of the information contained in this website.
Further, Great Eastern Life expressly disclaims any and all liability relating to or arising from the use of and/or reliance on the information contained in this website.
The information contained in this website is for your information only and does not have regard to the specific investment objectives, financial situation and particular needs of any person(s).
XLITUDE is headed by Liu Xinlin, who has been providing quality financial planning since 2009. Being a unit team under Office of Philip Loh (OPL), Xlitude strives to empower every individual with proper, holistic, financial planning knowledge, through educating.
As a team, we work together to keep our organisation structured and optimised. Our experienced financial adviser representatives provide guidance to both our esteem clients and enthusiastic aspirants, helping them fast track their successes in life. Teamwork is incredibly important to us and we believe in supporting one another in our path forward as a group and community.
As a rapidly growing agency, we are looking for candidates who can become future leaders and build on a legacy of quality service to our clients.
She treats every of my questions with upmost importance and able to simplify it to my understanding. She is also able to empathize my situation and offer professional advice that is beneficial to me. I am very confident that my life plans are in good hands."
Unlike other agents whom i've met who will hard sell me plans, she will make me understand why i needed those necessary protection or wealth management plans. And she simplify the technical jargons so that i can understand the plan easily."
She took the trouble to analyse my current portfolio, highlighted the gaps and was able to restructure my portfolio without having me to fork out additional money. She listens to what i really want and " find the money" for me to prepare for retirement. And this is not possible without utmost knowledge in what she's doing. She's definitely the competent and genuine planner one should have!
She is extremely patient and caring. She answers my calls and enqueries promptly, she has been able to provide advice for my insurance.
Despite her injury, she still continues to help me with my insurance needs and enquiries, showing much dedication towards her work and care towards her clients.
We are glad to call her a friend and would highly recommend using her services at Great Eastern. Thanks for everything, Gen!
She is very trustworthy and provides excellent service. She is knowledgeable in her profession with a wide range of knowledge of all the insurance policies. She took the time to analyse my current insurance policies and creatively enhance my savings without me having to pay a huge cost. Having said that, she included a life plan that have savings element which is important for the future use towards my family. She made the process of dealing with insurance easy and painless. At times, she anticipates ones need even before one asks, like when she e-mails or texts and shares important information before it is requested.
Comprehensive Analysis. Rule of 72 in Investment.
What is unique about us is our methodology towards financial planning. Xlitude’s main focus is on wealth accumulation, having “peace of mind” as the key foundation, and using investments as the primary strategy to wealth portfolio building..
Insurance, to us, is a “by the way” in every of our client’s portfolio. For we believe that as we help each and every of our clients to grow their wealth, not having proper fundamentals is equivalent to building a skyscraper without solid deep base.
And when it comes to investment strategy, we use various strategies, one of them being “rule of 72”.
The Xlitude Team
XLITUDE was founded by a leading team of professionals in the financial services industry. We are a team of qualified financial advisers representatives, affiliated to Office of Philip Loh (OPL), representing Great Eastern Life. Our aim is to create a group of passionate financial advisors, guided by a commitment to excellence and positive attitude in all areas of work, delivering the best service to our clients.