Danial Loke (Year 3 AIA FSC, Year 3 SUSS Undergraduate)

Jerry is a leader that leads by example. Not only is he generous with the knowledge that he possesses, his team is his priority which is really assuring. When we need guidance during JFW, he never fails to be there.​

Hon Van (Accountant, Penta-Chem Services)

We first knew Jerry and his team from 2018, they are not only our insurance advisor but also became our friends. When we have any questions or need any help from them, they will respond to us very quickly, answering all our queries. At the first meetup, my husband and I trust him because of his expertise, his patience and his friendly nature. When any friend ask me about any insurance agent, I am very confident to introduce them to Jerry and his team. Thank you Jerry and your team for everything. :)

Darryl Lim (SIM undergraduate and advisor to be)

Jerry has been my family’s trusted financial planner for many years. This all began when he aided my parents with their motor insurance. Unnecessary insurance costs were cut and it helped in the growth of my family business. Jerry, caring and knowledgeable, would always respond swiftly to the needs of my family. It is unfortunate that my family had to made a few claims over the years. However, with Jerry’s meticulous financial planning, all claims thus far were successful and it has greatly brought peace of mind to my family. Further, with proper financial planning that Jerry has provided, my parents will be able to retire with a comfortable sum of money for them to enjoy retirement to its fullest. These have showed me the works of comprehensive financial planning and how it aids in bringing peace to the affected individual and family members. Being a people’s person, this showed me how I materialize the empathy I have for others through this career.

Vicky Huang (Year 1 AIA FSC, Year 1 NUS undergraduate)

I first met Jerry in 2019 when I was curious about the financial industry and is looking for a good opportunity to join. I have talked to a few planners before eventually deciding to join Jerry’s team. One of the main reasons is that he gave me a very clear and objective view of the industry and what to expect etc. and he was very genuine in his sharing. Now, moving forward, Jerry is my mentor and he has inspired me to be a more hardworking individual. He has provided me with guidance in my journey as a student financial planner and he is always there to listen, help and give feedback even though he is very busy. Looking forward to learn more from 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!

Andy and Angel (Founders of Wheel Angel)

Jerry was introduced by our best friend who assured us that he's the bestest person in his industry. When we first knew Jerry we felt immediately at ease. We shared our concerns, financial backgrounds and our needs for insurance with him. He treats everyone like his closest friend and he shows compassion, knowledge and wisdom. Jerry is a typical example who goes beyond and above even though he is the boss himself and doesn't put on any airs with any clients, big or small. My wife and I place our complete trust and faith with him not just as an insurance agent but as a lifetime friend!