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!

Sarinah Mohamed (senior MOE educator)

Jerry is not only my financial advisor, he is my trusted friend for many years. We were colleagues when Jerry was working at MOE. I have been with Jerry since he first started out in the insurance industry. That is more than 15 years ago. I can vouch that he will explain all the important details of the policies to his clients. You can ask anything and everything, he will answer. His patience is tremendous. Jerry advocates that protection and savings policies are of outmost importance in building up your insurance portfolio. If you are not sure or do not understand the clauses in the policies, please ask. In terms of making claims, he will help you through. Definitely a highly recommended and trusted financial advisor! I am happy with all the advice he has given me all these years with respect to insurance policies. You are in safe hands. After so many years, we’re family. Jerry bukan hanya perunding kewangan saya, beliau adalah rakan saya yang boleh dipercayai. Saya telah berkawan dengan Jerry lebih dari 15 tahun. Kami adalah rakan sekerja semasa Jerry bekerja sebagai seorang guru di MOE. Saya telah membeli polisi insuran dari Jerry sejak dia bermula di industry insuran lebih 15 tahun dahulu. Sebagai perunding kewangan, Jerry akan menerangkan semua klausa dalam polisi insuran yang anda ingin beli dengan terperinci. Anda boleh tanya macam macam soalan, Jerry akan menerangkannya. Kesabarannya tahap tinggi. Jerry selalu menasihati polisi insuran pelindungan and menyimpan wang adalah yang paling penting dalam membina portfolio insuran anda. Jika anda tidak pasti atau faham klausa-klausa di dalam polisi insuran anda, jangan malu untuk bertanya dengan Jerry. Jika anda perlu membuat tuntutan, Jerry akan menolong anda seterusnya. Jerry adalah seorang perunding kewangan yang boleh dipercayai. Saya banyak berterima kasih dengan Jerry kerana selama ini, beliau banyak memberi nasihat yang baik sebelum saya membeli polisi insuran. Anda berada di tangan yang selamat. Sekian lama, kami adalah sekeluarga.

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!

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.​

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.​

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! 💯