Alex Fong.M&E Coordinator

我非常地幸运在朋友的介绍下认识了Jerry，回想 第一次接触Jerry， 他的专业素养给我留下了深刻的印象。他拥有清晰的分析能力，和多样性金融与保障制定方案,给我带来了巨大的帮助。 和jerry 的接触让我对金融保障有了全新的理解，他适时提供宝贵的意见，当市场推出新的金融产品时，他总是在第一时间就进行了分析并且制定有利于客服需求的方案。 他对金融知识的理解，财经的专业带给我很大的帮助。 毫无疑问，他是一位值得信赖，并且值得推荐给我的朋友与家人的专业财务顾问。

Sophia Lee.Application Scientist

My husband and I got to know Jerry through our close friends, who recommended Jerry for his outstanding service and trustworthy character. At that point of time, my husband and I just got married and we were intending to have a comprehensive planning of our insurance needs. Hence we engaged Jerry, and I would say that he is atypical of some other agents, who might appear hardselling or would prioritize policies which are more lucrative to them. But Jerry understood our needs and recommended the necessary policies with our interests in mind. He was also patient and elaborate in his explanations, and able to clarify all doubts, so as to ensure that we knew what we were getting for ourselves! Engagements aside, Jerry is also sincere and forthcoming in sharing about his personal life and we see him more as a friend than just a planner or advisor.  We are sure that if we need any advice or needs, he is only one call away, and that is a very valuable assurance to have :) If you have any needs with regard to insurance or financial planning, I would definitely recommend you to have chat with Jerry to find out more, and if in the unlikely circumstance his recommendations do not suit your needs, I'm sure that you are not obligated to get anything.

Andy Wong.Associate for a Japanese Brewery Company in Singapore

As I was just stepping into the society and only in the infancy stage of building my own wealth and future planning for financials, Jerry was there to assist and guide me through a full overview of what I could achieve in the future, and will put his all into making sure that I can position myself better financially in my life. Even as I moved into different phase of my life, Jerry was and is still there to provide support and has been playing a substantial part in tailoring different strategies that suit my needs across the change in my life priorities. Jerry has the perseverance and passion to put his clients interest at the utmost priority; he is someone who will invest beyond 100% effort into something once committed, regardless of the size of the portfolio and amount invested, and will continue to stay the loyal friend and good advisor even as we move on to different phase of our lives. I strongly recommend Jerry to allow him to advice you in your financial planning journey.

Melvin Tng.Operations Manager (US Based MNC)

Personally I had known Jerry for more than 20 years since we are in secondary school, we have been through ups and down in life and when he expressed that he is into financial planning, I had decided to place my trust in him to manage all my insurance portfolios and financial planning. As a consumer I have multiple agents who had approach me for their services but none with the passion shown by Jerry which on occasions where I genuinely require assistance when my kids is hospitalized, calls were made late at night where he will try his best to assist and to resolve the issues at hand. I had seen and experienced multiple agents who are not able to service me as they have changed career paths and I am always facing difficulties with the constant change of agent and this is resolved with Jerry in the picture. He is reliable and trustworthy. My family's finance are managed by him. Thank you Jerry for the constant support as a fellow brother as well as aiding me in tough time and many more years to come!

Gary and Jasmine

Protection against life's uncertainties is sensible financial management. We are very fortunate to meet Jerry who had patiently guided us through and showed us the way. He is a family financial adviser who had worked with us to select the most suitable policies. With the right insurance, we can now rest assured our beloved ones will not be overwhelmed by a pile of bills at the most difficult time. Jerry has a great personality and is pleasant to talk to. We had engaged in open and stress-free conversations every time we met up. At the same time, we appreciate Jerry’s honesty as he does not beat around the bush and only gives down-to-earth solutions. Furthermore, Jerry is responsive, and he is always reachable when we needed him. As a financial adviser, Jerry is competent and has my family’s best interest in mind. He will proactively update us on the latest change. However, it could be confusing and time-consuming to establish it in policies and explain the impact. Every time in doubt, Jerry would patiently clarify his points by giving relevant examples, use graphics and charts to help us grasp difficult concepts. Jerry is very professional and understanding, he has respected every decision we made and advised accordingly to our preferences. Finally, Jerry is equipped with the knowledge and ethics to respond to all inquiries with clear and unbiased answers. You can be assured that all his advice are practical and steer towards clients’ best interest. His positive attitude and easy-going personality are well received especially by young clients. With the above, I would recommend Jerry to be your financial adviser.

Oliver E Zhifang.Manager of Shipping Company CMA CGM Singapore

I still remember that day - I knew Jerry by chance just in his normal presentation in our company, and I did want to start my investment journey after changed my career path after I came to Singapore. I did have some casual talking with Jerry and started with few purchasing, step by step, I found Jerry could understand my needs very well and it let me was willing to accept his advise. The most important thing which let me trust and understand his importance for my investment is last year, I withdraw most of my other low risk investment before February, to wait for the chance of market turning up. And one day Jerry came to me suggest me buy a fund of US market, it was just the one I’m watching, but I was only watching and waiting…after half year, finally I understand if it’s not Jerry come to me gave me that advise, I’ll miss that chance totally. That’s what I want to say: make money sometime would need rely on market trend, but Jerry can help you catch the chance when it occur, I believe I’ll get Jerry as a adviser, and a partner in some words…in my whole investment life.