Rayney Chew (Retiree, ex-DSO staff)

I met Jerry through a friend many years ago where he took over my policies as my financial advisor. He is very knowledgeable about his work and is able to explain the policies to me in simple terms. He is a professional individual and has been a dedicated advisor as he shares and reviews my policies regularly. It assures me that my family's policies are also taken care by him. I also had some great advice from him in terms of financial and long term life planning. Thanks Jerry for the meetup! As well as helping to take care of my family's policies over the years!🙏🙏🙏

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!

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.​

Chris Maik (MOE Educator) & SiQi (Homemaker)

Jerry is much more than just our financial advisor. Ever ready to meet with a friendly smile, Jerry understands our concerns and constraints, and regularly keeps in touch to find out if we need to make adjustments as we go though the different phases of our family life. Friends of ours have got to know Jerry through us and they all have positive experiences with him too! His vast knowledge and experience in almost all things Singaporean adults go through makes Jerry a great person to ask advice and recommendations from. Thank you!

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.