Nady Yang (SUSS undergraduate)

It was a fruitful session with Jerry! It was eyeopening as it was my first time meeting a financial advisor and I didn’t know what to expect. But he patiently shared and educated me all the plans and the possible financial paths and decisions I can make now for the future. Jerry also made the policies' jargons easy to absorb and I think I now have a clearer view of the steps I should take to reach my goals. Overall, I look forward to learning more from him. Jerry, you again for taking out your time for this session 😆

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!

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.

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.​

Hong Yang (Year 6 AIA FSC)

Ever since I joined Jerry back then in Oct 2017, he has always been a role model that I looked up to in all aspect. Other than being a leader and a father of 3 girls, he is in the Product Committee & ALMA. On top of all these, he is also a producer in AIA. Despite having to handle so many things, he never once turned down his mentees and FSCs that approached him for help. Instead of spoon-feeding his consultants with direct answer, he would guide the consultants by giving them “homework” to do then learn from it. With all the stuffs that he is currently taking on, I am really in awe with his time management, self discipline and mental strength. To me, Jerry defines “Extraordinary”.​ “The difference between Ordinary & Extraordinary is that little extra.”​

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.