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!

Pearl Lim (AIA MDRT qualifer)

I became a mother in 2012 and i made many new mummy friends through Facebook. At that time i was looking for an insurance agent to get some plans for my newborn. That was when I was introduced to Jerry in 2013 by one of the mummies, Irene. I got some plans for my son, followed by myself and my other family members as we feel that Jerry is a very knowledgeable and responsible person. Even though he is very busy with work, he would definitely meet in person to process claims or give financial advice. At that time, I was a relationship manager handing corporate accounts in a bank. He asked if I was interested to become a financial planner and join him in his mission to save more lives and help people in financial planning. I rejected him straight away as I have insecurities about financial stability as a self employed. It was after the birth of my second child that I started having problems striking a balance between family and work. Subsequently, I left my job at the bank and joined his team in early 2017. Since then, I never looked back... even though my first 2 years were tough. I am enjoying my job now! Jerry continues to handle some of my insurance plans, hence, he is now my planner, my friend, my mentor and also my boss. He gives me a lot of freedom in the way I run my business and he will review my performance regularly and update me on my progress for various campaigns and awards and motivate me to achieve more. Because of his constant support in this career, I am thankful that I was able to achieve MDRT this year despite the pandemic situation.

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!🙏🙏🙏

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!

Joselene Wee (Executive Officer)

I met Jerry in 2015 where we started out as work partners. Throughout the years of supporting him as a BDM, I know he is definitely someone whom a person can trust fully in terms of personal or financial advice. I then decided to leave my insurance needs in his hands. Despite his ever busy schedule, he ensured that I’m aware he’s always still around. We’ve got to admit this, there are insurance agents out there who can never be found. Jerry went the extra mile in providing advice when I decided to take a leap of faith to purchase my first property. Without this, I would have been so lost in planning my finances. All I can say is Jerry is definitely the man to go to. He’ll never fail or disappoint you. He’s a GEM and I really appreciate all that he had done for me.

Wilert Goh (Founder at WoodAndWalls)

"I came to know Jerry through my brother Andy about 3 years ago. I remember I was intending to get some plans for my workers and seeking business advice too. Not long after, my missus and I have a daughter going to be enrolled into Primary School soon, we were looking for a savings plan that could aid her future education. Therein lies the connection between Jerry and my family. And my business too :) Jerry is not the first adviser I knew and before knowing him, like many I've had unpleasant experiences not only with the advisers themselves but certain plans that did not turn out ideal for us. So before I met Jerry, my brother knew my expectations and he wasted no time in referring him. Now if there is an overachiever(Jerry hope you don't mind my using of the term! I meant well) in the Financial Advisor/Insurance line, this man is the personification of the aforementioned term. I place good emphasis on details when it comes to my line of work and I serve my own customers with vigour and passion so in a way, I hope I was accorded a similar service. Jerry patiently fed me so much information that I became gleefully overweight in my head. I totally welcomed that with joy. He explains the plans and dispenses advice not from a personal profitability POV but with my interests at heart. To cut the long story short, I was immensely impressed by his passion, his neverending thirst for knowledge and not least his love and care for his clients. I do not have many people I can readily turn to for advice on almost anything. Jerry is definitely in that list"