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Jerry Toh

In Touch

A Monthly Curated Newsletter

In celebration of Children's Day, here is a friendly collection of articles brimming with insights! I hope these writings can guide us in embedding valuable skills, boosting financial literacy, and laying down a roadmap to raising resilient, balanced children. May we empower the upcoming generations, helping them blossom into well-rounded and holistic individuals. Let's cherish the joy of nurturing our future

The most mentally strong kids never do these 7 things

Knowing what mentally strong kids never do can help you identify the types of unhealthy behaviors that may stand in your child's way. Here are seven of them.

 
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Beyond the Piggy Bank: How Parents Teach Young Children About Money

The article delves into the methods parents utilize to impart financial literacy to their children, emphasizing the importance of early financial education and presenting perspectives from millennial and Gen X parents.

 
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The Single Most Important Parenting Strategy | Becky Kennedy | TED

 
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I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
Jerry Toh
 
 
 
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Testimonials and Referral Notes

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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!

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.

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!

Yin Peng (Lazada, Vice President)

I was introduced to Jerry by his wife 8 years ago. Back then, I was quite skeptical about financial advisor. However Jerry won me over with his professionalism, dedication and expertise. Today, Jerry is my go-to person for all sorts of issues. He is a very warm and caring person. He had helped me solve / advise me on issues where I could not make up my mind or I have doubts on. I am so glad that our path crossed and I am very grateful to have him as a friend! I would not hesitate to recommend him to my friends who are in need of financial advice!

Esther Lim (Homemaker)

My husband and I knew Jerry since 2014. His in-depth knowledge of the field has helped us a huge deal in our financial and insurance needs. Beyond professional expertise, his friendly disposition makes him a great friend as well. Of course, with his whole team, most importantly, you can count on them for prompt claims reimbursement. Definitely recommended 👍🏻

Francis Tan CEO & Co-Founder Garden Picks Food Manufacturing LLP

Jerry have been my go to Financial Advisor for both my business and personal insurance related matters for the last 9 years. Throughout this time, his knowledge and wisdom have helped me and my company build a secure safety net so I can focus on my business and family life with a peace of mind. His team efficiency and service is commendable and I would recommend him to anyone without hesitation. Keep up the good work!