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!​

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.

Shengmin & Vivian (Director & Co-Founder of The Editor's Market)

It was apt that at the intersection of responsibilities as well as financial planning, we were acquainted with Jerry approximately in 2012, when our 1st child was born. Usually heavy topics that encompass disability, critical illness, hospitalization and estate planning, Jerry shares his knowledge in a comprehensible fashion always with a smile. His service orientation towards his clients is a breath of fresh air and I believe many of his clients’ experience would mirror mine. He responds to queries and follows up promptly in a manner that is consultative and not intrusive. Most importantly he listens with an intent to help navigate your current financial situation with your best interest in mind!

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!

Royden Lim (Year 2 AIA FSC, Year 2 SUSS Undergraduate)

Maybe I should start by sharing how I met Jerry before I joined him as an FSC. Jerry has been with my family and our family business for as long as I can remember. He has literally seen me grow up through my various stages of life. But it took an unfortunate series of events that really led me to realise the importance of financial planning and insurance, and got me thinking about how to better manage my own. So who better to find than Jerry? And ever since then, things have gotten for the better. To have a mentor that actively makes time for his team is a difficult find - not to mention that Jerry himself is extremely busy. From weekly training sessions to suddenly having to meet someone the next day, Jerry has always put in his 110% effort in making sure that we are constantly learning. It doesn’t matter whether it’s 11 am or 11 pm, you can always contact him. Couldn’t ask for more!​

Ms Marlene Tan (MOE Educator)

Planning for your family and future is important, and I couldn’t be more grateful to have worked with Jerry as my financial advisor. Finding someone I felt truly comfortable with was a challenge, but knowing Jerry from our time as colleagues, I knew he wasn’t the typical hard-sales type. And I was right—Jerry is everything you’d hope for in a financial advisor: sincere, patient, efficient, and genuinely invested in your best interests. What sets Jerry apart is his willingness to listen. He takes the time to understand your needs, current profile, and existing policies before offering advice. There’s never any pressure—just thoughtful guidance based on what’s best for you, not what benefits him. His approach is long-term; he doesn’t just focus on immediate solutions but carefully plans for your future as well. Beyond his sincerity, Jerry is also incredibly efficient. He ensures that everything is handled smoothly and promptly, making the entire process seamless and hassle-free. He puts in the hard work to find the best options, explains them clearly, and follows through with every detail—so you never feel lost or overwhelmed. Through both his words and actions, it’s clear that Jerry works with integrity. He puts in the effort to ensure you make informed decisions, always considering what truly benefits you. If you’re looking for a financial advisor who prioritizes your well-being, offers sound advice, and gets things done efficiently, Jerry is the one to trust.