Hon Van (Accountant, Penta-Chem Services)

We first knew Jerry and his team from 2018, they are not only our insurance advisor but also became our friends. When we have any questions or need any help from them, they will respond to us very quickly, answering all our queries. At the first meetup, my husband and I trust him because of his expertise, his patience and his friendly nature. When any friend ask me about any insurance agent, I am very confident to introduce them to Jerry and his team. Thank you Jerry and your team for everything. :)

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!​

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!🙏🙏🙏

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.

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.

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!