CK.Director, Business Operations.US-Based MNC

I got to know Jerry when he did a seminar at my company on financial planning in 2012. I counted myself as rather financial-savvy and do my own investment - for both Value (Long-term) and CFD (short-term) trading in the SG and US markets. During the seminar, I can relate and understand what he shared with us, which builds credibility. But what impressed me the most is his passions for his work and his eagerness to share his knowledge with his clients. With that, I approached him after the seminar to help first manage my family's insurance portfolio (I have 3 wonderful kids) and later on wealth management. Over the years, when I am approached on the street by any prospective financial advisers, I am always very confident to tell them I already have a capable financial adviser (referring to Jerry). And when I am always being introduced to new financial products, I will check with Jerry, he is my "gatekeeper". I have full confidence and trust that Jerry will provide me with unbiased recommendations. Throughout the years, not only did Jerry help build up a robust insurance portfolio for my family, he also helped us with Will writing, mortgages and other financial matters. Jerry is our family's go-to-guy for any financial matters and I have total trust in him delivering his best for us. I have recommended Jerry to my extended family and my close friends. And I too would full-heartedly recommends him to any of you.

~ May Lin ~.Accountant

Everyone comes into our lives for a reason. I believe there is always a little bit of fate behind every meaningful connection, and I guess that’s why I met Jerry. I first met Jerry about 15 years ago, quite by chance, when I attended one of his sharing sessions at our company. At that time, I was simply looking to start my investment journey and work towards my early retirement plan. Little did I know that this chance encounter would lead to a friendship that has lasted for more than a decade. I’ve always believed that we should do something we truly enjoy and are passionate about, especially when we spend at least 8 hours a day, 40 hours a week and around 2,000 hours a year at work. From the stories Jerry shared about his journey and his background, I could tell that he genuinely enjoys what he does. More importantly, he has a real passion for helping people plan for their future and make informed financial decisions based on what they truly need — without the pressure of hard selling. Of course, anyone can Google Jerry and see the many achievements and awards he has earned as an award-winning financial planner. But there are some qualities you simply cannot find on a profile or résumé — you only discover them after knowing someone for many years. Over the years, Jerry has proven himself to be a reliable, responsible and knowledgeable financial planner who takes his profession seriously. He doesn’t simply look at numbers or products; he takes the time to understand each person’s circumstances, goals and different stages of life. To me, that is what makes a good financial planner truly valuable — not just helping you manage your finances, but giving you clarity, perspective and confidence when making important decisions about your future. Beyond his professional qualities, Jerry is also a humble, warm-hearted and genuinely caring friend. I’m grateful to have had him walk alongside me through different stages of my life, not only as my financial planner but also as a friend. During one of the toughest periods of my life, when I was diagnosed with cancer, Jerry was there for me. His care, support and reassurance meant more than I could put into words. Having someone who understands your situation, continues to look out for you and walks through difficult moments with you makes the journey a little easier. That, to me, is the difference between having a financial planner and having someone you can truly trust. So, to anyone looking for an experienced, trustworthy and genuinely caring financial adviser, I would wholeheartedly recommend reaching out to Jerry. After knowing him for 15 years, I can confidently say that he has earned my trust not just through what he does professionally, but through who he is as a person. 路遥知马力，日久见人心。 Thank you, Jerry, for being not only a great financial planner, but also a great friend. I’m truly grateful that our paths crossed all those years ago.

Irene Pow.Personal Assistant to CEO

I cannot stress enough the importance of getting your insurance coverage, especially the hospitalization and critical illness early detection coverage. I’m glad with the help of Jerry, my financial planner, who did all planning 8 years ago. Thanks to him. Now I’m able to rest and recover with a peace of mind, without having to stress and worry about the medical bills and finances. Thank you for being so supportive during this journey, 🙏🏻and thanks for the lovely flowers 💐🥰 #recoveringfromDCIS

Ajay Medam.IT Staff.American IT MNC Company

I am glad to write a testimonial about my financial advisor Jerry, I attended his seminar at my company in year 2017. Upon expression of my interest, we met over a coffee to understand and explore the investment opportunities. Till then I was only focused on investment objectives, with that meeting I realized the importance of financial planning as a whole. That time I was still on EP, confused about retirement planning, housing and other aspects. I started slow to test waters, over time I find Jerry a trustworthy advisor who took sincere interest on my financial goals and provided timely guidance and advise. Jerry is highly competent, his qualifications and results speaks for himself. What makes Jerry special from other advisors is: He is honest, humble and would be very transparent which is key to trust building. This is a rare and most valuable combination of traits. Best part of his service is his ability to explain complex financial concepts in a clear and understandable manner. Being good listener, patiently answered all my questions, ensuring I had a complete understanding of the strategies proposed. He offered a comprehensive approach, covering everything from investments and retirement planning, mortgage, housing and insurance needs. He had my best interests at the center and were not just trying to sell me financial products. Accessibility and responsiveness were top-notch throughout our association. Whether it was a quick question or a detailed discussion, he was always available with sincere interest, which made me feel valued as a client. With Jerry beside me, I feel confident about my financial future. I am grateful for the positive impact he had on my financial life. He not only helping me grow my wealth but also have also instilled a sense of financial security and peace of mind. I candidly endorse my financial advisor Jerry and recommend his services to anyone looking for professional and personalised financial guidance. He is truly one the best advisors!

Howell Lim.IT Consultant

The future is uncertain and we can only do our best to plan and prepare for whatever comes our way. Jerry has through the years helped me with this, be it investments, retirement planning and insurances. I rely on Jerry’s expertise and not only does he recommend the most suitable solution to my needs, he also takes the time to make sure that I understand the rationale of his recommendations. Jerry views his clients as partners, and communications do not stop at the point of sales. He ensures that he catches up with me to review plans and see how life is going. So if you need a trustworthy and reliable adviser, do give Jerry a call!

Yeu King Kok and Family.Logistics Supervisor

Jerry Yeo是一位很专业，也很尽责的财务顾问，而且也拿过很多奖项，包括Financial Planner of the year 2019。 多年来，他根据我们家庭的需要及我们的收入来建议购买哪一些保险，才能让我们无后顾之忧在事业上打拼。 每一年，Jerry都会约我们出来见面或zoom，了解我们的近况。看看我们家庭的需要有没有改变，再来检讨看看我们所买的保险是否符合我们目前的需要。如，有了孩子之后，就需要为孩子买保险。如果收入增加，相对来说，保险也需要增加。那样，如果我们一旦无法工作而失去收入，才会有足够的保险来保障我们的家庭和日常需要。 每一年的佳节和生日，他都会寄生日卡和发祝福给我们。对我们来说，他更像我们的朋友，多过财务顾问。 如果你想要找一位专业，尽责，又像朋友的财务顾问，那你就一定要找Jerry Yeo！