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!🙏🙏🙏

Matthew (MOE Educator) & Rebecca (Full-time tutor)

Jerry was my (Rebecca) classmate in university and has always come across as a warm and helpful friend. Today, also as our financial advisor, he continues to give timely advice and a listening ear to our concerns. There were instances where we consulted him and his unassuming nature and objective perspective encouraged us greatly in our decision making process. We are thankful that our paths have crossed and we would not hesitate to recommend him to family and friends who are in search of a trusted and reliable advisor. Thumbs up for Jerry!

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 👍🏻

Hsiang Yao (A* Scientist) & Ying Ying (MOE Educator)

Jerry is the first person that comes to my mind whenever I need any financial advice. He has always been prompt and patient in answering all my queries, and I know that I can trust him because of his expertise. Jerry is someone who is passionate and dedicated in his work, and he truly cares for the people around him. Jerry always help others sincerely. It's my pleasure to have him as my friend and my financial consultant! from yy 第一次认识Jerry就能感受到他对你工作的认真与热情，而跟他多相处聊天之后不难发现他是真心去对待他身边的每一个人。Jerry充满了亲和力也非常乐于助人， 不管在任何时候我们都能得到他的协助。很感谢他这么用心帮我们做理财规划，也为我们提供了许多宝贵的意见! from HY

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!

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.