# Dollar Bureau Pte Ltd 评价与评分 > 来源: OK.one — https://ok.one/review/singaporefinancialplanners.com - 域名: singaporefinancialplanners.com - 分类: 金钱与保险 - 综合评分: 4.9 / 5 (8 条评价) - 评分分布 5→1 星: 88% / 13% / 0% / 0% / 0% - 所在地: Singapore · Singapore - 数据更新: 2026-10-24 Dollar Bureau Pte Ltd（singaporefinancialplanners.com）在 OK.one 的综合评分为 4.9 分（满分 5 分），基于本站收录的 8 条用户评价，属于金钱与保险分类，口碑优秀。好评高度一致，101% 的评价为 4 星及以上。数据最后更新于 2026-10-24。 ## 最新评价(第 1/1 页) ### ★★★★★ Amazing! Help me reduce my commitment, while improving coverage - Aakash Agarwal · 2025-06-24 initially didn’t want to engage another financial advisor as mostly are pushy, but then I thought let’s give it a shot. We were paired with Xavier Tan who looked at my portfolio, understood the concerns I have (which was to reduce my commitment of payments, while either have same or better coverage). We found Xavier was fast, very detailed, not trying to sell any product but giving his view, I really appreciated the calculation sheet he brought to me showing, how I can cut down some of my commitment, while improving my coverage and still have freedom for my money to invest on my own. He helped me cut quite a lot, and through discussions I learnt more about various products which I already have, why I have them, which compliments what, how they work etc. Another good thing, he didn’t take much of our time, cut straight to requirements, needs, then guided us what we would need and what we don’t need rather spending hours and hours. Best part, most insurance agents sell policies and forget nominations part because that requires visit, but point is if one bought insurance then nomination is equally important else buying death insurance we are putting more burdens on who we left behind, Xavier followed up and helped us on the policy nominations, even those that he didn’t sell us but were sold by other agent. I am glad I engaged Xavier and Dollar Bureau to fine tune my portfolio to reduce my commitment, while improving my coverage > 商家回复 (2025-07-02): Hey Aakash! Thank you very much for your amazing review! I'm glad that we managed to help you improve your coverage :D ### ★★★★★ Great experience - LS Cho · 2025-02-07 Prompt response from the assigned FA > 商家回复 (2025-02-09): Hi LS! Thanks a lot for your review. Happy to hear that your assigned FA responded promptly :D ### ★★★★☆ Thank you Claudia! - Joelyn Low · 2025-02-05 Claudia is my Financial advisor. She assisted me in understanding the various critical illness plans available, providing detailed explanations about their coverage, premiums, and the benefits specific to my needs. She also helped me navigate through the policy options to ensure I chose the most suitable one for my circumstances. She was approachable, knowledgeable, and patient, answering all my questions and addressing my concerns. She took the time to explain things in a way that was easy to understand. > 商家回复 (2025-02-07): Hi Joelyn, thank you for your review! ### ★★★★★ The Financial Toolkit has been a life changer - Sajit Prabakar · 2024-08-07 The Financial Toolkit has been a game-changer for my financial health. It has streamlined my budgeting process, improved my investment tracking, and made tax preparation a breeze. The peace of mind that comes with knowing my finances are well-organized and secure is invaluable. I highly recommend this toolkit to anyone looking to take control of their financial future. > 商家回复 (2024-08-07): Hey Sajit, thank you for your review! ### ★★★★★ Great Financial Toolkit for financial planning - Vincent · 2024-05-27 The financial toolkit that The Dollar Bureau has provided has allowed me to get to the details of my cashflows and also obtain an overview of my finances, investments and insurance plans. I highly recommend it. > 商家回复 (2024-05-27): Hi Vincent, glad to hear that you've found The Financial Toolkit useful. Thank you for the review! :) ### ★★★★★ great overall experience! - M Puvan · 2023-09-11 the advisor was warm and friendly. he made sure to explain in clear details about the product/information. he was also willing to listen & understand my needs and cater accordingly > 商家回复 (2023-09-11): Hi Puvan, I'm happy to hear that you've had a great experience with Xavier. Thank you for the review! ### ★★★★★ Jaslyn´s advice - Tim · 2021-11-07 Jaslyn advised me on some firm background checks. Great that advice could be given on this kind of inquiry too. I got an honest and knowledgeable insight into your work. Thanks! > 商家回复 (2021-11-08): Hi Tim, Thanks for the great review! Happy to hear that Jaslyn did a great job in helping you make better decisions! Let us know if there's anything else we can help you with. ### ★★★★★ Good experience - Vincent Wong · 2020-07-19 Timothy and Xavier gave honest and useful feedback about my current policies as well as suggestions on how to improve on them. Hard to come across financial planners who emphasise on your financial wellbeing and at the same time are not pushy. Good experience so far! > 商家回复 (2020-07-19): Hi Vincent, thank you for your kind words! We're glad that you found your experience with Timothy and Xavier great, let us know if we can help you further! :) --- - 全部评价与筛选: https://ok.one/review/singaporefinancialplanners.com - JSON 接口: https://ok.one/api/companies/singaporefinancialplanners.com - 评分口径与数据来源: https://ok.one/methodology/