Matthew (MOE Educator) & Rebecca (Full-time tutor)

Jerry was my (Rebecca) classmate in university and has always come across as a warm and helpful friend. Today, also as our financial advisor, he continues to give timely advice and a listening ear to our concerns. There were instances where we consulted him and his unassuming nature and objective perspective encouraged us greatly in our decision making process. We are thankful that our paths have crossed and we would not hesitate to recommend him to family and friends who are in search of a trusted and reliable advisor. Thumbs up for Jerry!

Shi Hua (MOE Educator)

I've known Jerry for more than a decade. From ex colleagues to friends, he is someone whom one can count on whenever you need advice. To me and my family, he is not just a financial advisor or your typical agent, he is a friend who is always ready to render his help and of course his expertise in his field of profession to make sure that me and my family are well taken care of in our health protection as well as our financial investments. One thing that sets him apart is that no doubts or worries that I have is ever too trivial for him. To him, what ever matters to us, matters to him and he will try his very best to help! So if u ever need a trustworthy and reliable advisor, Jerry is the man!

Ernest Toh (Year 2 AIA FSC, Year 3 NTU Undergraduate)

“Focus on your studies, I want you to do well in studies”, that’s was what Jerry told me during our first meet up. That’s when i knew that he is different from other leaders, who cares about the well-being of his associates.​ I know that I am in good hands under his guidance and very lucky to have him as my mentor. Jerry is very patient and nurturing, an educator at heart. He take time off his busy schedule to conduct training sessions with us and ad-hoc video calls whenever I needed help.​ He’s always ready to respond to my questions even late at night. Even though my journey have just started, I’m already looking forward to reach greater heights with Jerry and the team.​

Eunice Chan (Year 3 AIA FSC), ex-Singapore Police Force

I met Jerry in 2021 as a manager of my FSC during that time and Jerry amazed me with his meticulous analytical skills and how he provided quality advice for my financial portfolio. Hence, I felt very assured that my friend - whom is also my FSC at that time, found a reliable mentor and manager. Moving forward a year later, I approached Jerry when I was considering to join the insurance line, and I never looked back ever since. Jerry has been an extremely supportive leader who is always there for me when I needed both contextual and practical guidance for my work. As a new FSC in 2022, the unwavering support Jerry provided me was beyond what I expected him to do. Till today, whenever I needed help, Jerry never says no. Thank you Jerry for making me conceptualise that I made the right choice for choosing this industry and for choosing you as my manager/mentor. I am looking forward to many more years to working with you and to achieve greater heights! 💯

Nady Yang (SUSS undergraduate)

It was a fruitful session with Jerry! It was eyeopening as it was my first time meeting a financial advisor and I didn’t know what to expect. But he patiently shared and educated me all the plans and the possible financial paths and decisions I can make now for the future. Jerry also made the policies' jargons easy to absorb and I think I now have a clearer view of the steps I should take to reach my goals. Overall, I look forward to learning more from him. Jerry, you again for taking out your time for this session 😆

Hsiang Yao (A* Scientist) & Ying Ying (MOE Educator)

Jerry is the first person that comes to my mind whenever I need any financial advice. He has always been prompt and patient in answering all my queries, and I know that I can trust him because of his expertise. Jerry is someone who is passionate and dedicated in his work, and he truly cares for the people around him. Jerry always help others sincerely. It's my pleasure to have him as my friend and my financial consultant! from yy 第一次认识Jerry就能感受到他对你工作的认真与热情，而跟他多相处聊天之后不难发现他是真心去对待他身边的每一个人。Jerry充满了亲和力也非常乐于助人， 不管在任何时候我们都能得到他的协助。很感谢他这么用心帮我们做理财规划，也为我们提供了许多宝贵的意见! from HY