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.

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.

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!

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!

Francis Tan CEO & Co-Founder Garden Picks Food Manufacturing LLP

Jerry have been my go to Financial Advisor for both my business and personal insurance related matters for the last 9 years. Throughout this time, his knowledge and wisdom have helped me and my company build a secure safety net so I can focus on my business and family life with a peace of mind. His team efficiency and service is commendable and I would recommend him to anyone without hesitation. Keep up the good work!

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!🙏🙏🙏