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!

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!

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!

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 👍🏻

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.