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!

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! 💯

Kalvin Toh (Director) Kokoro Crystals Kokoro Tea House

Since the day Jerry started in his current role, he manage our insurance policies for my immediate family members. Although we had advisers before him, we did not come across someone who is as responsible and hardworking as him. Detail explanations in our liabilities and protection, diligently help us during mishap and claims, responsible when comes to updates and renewal, I can say, he has covered the protection and security part of our lives. Moreover, having him manage our financial assets, we sturdily have a healthy yield yearly. Also, my businesses’ liabilities are properly covered without having to spend extras with his detailed analysis of my business needs. Not only being an adviser, he also perform the role as a supporter in recommendations of my businesses and products to his other clients, making it a win-win situation. Jerry also exercise his professionalism perform out of scope sharing with life’s experiences, marketing ideas and strategies. Also be it you need a plumber or a doctor, he will always have someone to recommend. Throughout my journey in life, I have come across many advisers, but Jerry has perform beyond professionalism.