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.​

Royden Lim (Year 2 AIA FSC, Year 2 SUSS Undergraduate)

Maybe I should start by sharing how I met Jerry before I joined him as an FSC. Jerry has been with my family and our family business for as long as I can remember. He has literally seen me grow up through my various stages of life. But it took an unfortunate series of events that really led me to realise the importance of financial planning and insurance, and got me thinking about how to better manage my own. So who better to find than Jerry? And ever since then, things have gotten for the better. To have a mentor that actively makes time for his team is a difficult find - not to mention that Jerry himself is extremely busy. From weekly training sessions to suddenly having to meet someone the next day, Jerry has always put in his 110% effort in making sure that we are constantly learning. It doesn’t matter whether it’s 11 am or 11 pm, you can always contact him. Couldn’t ask for more!​

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!

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.

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 👍🏻

Eunice Chan (Year 3 AIA FSC), ex-Singapore Police Force

I met Jerry in 2021 as a manager of my FSC during that time and Jerry amazed me with his meticulous analytical skills and how he provided quality advice for my financial portfolio. Hence, I felt very assured that my friend - whom is also my FSC at that time, found a reliable mentor and manager. Moving forward a year later, I approached Jerry when I was considering to join the insurance line, and I never looked back ever since. Jerry has been an extremely supportive leader who is always there for me when I needed both contextual and practical guidance for my work. As a new FSC in 2022, the unwavering support Jerry provided me was beyond what I expected him to do. Till today, whenever I needed help, Jerry never says no. Thank you Jerry for making me conceptualise that I made the right choice for choosing this industry and for choosing you as my manager/mentor. I am looking forward to many more years to working with you and to achieve greater heights! 💯