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!

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"

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.

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

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.​

Vicky Huang (Year 1 AIA FSC, Year 1 NUS undergraduate)

I first met Jerry in 2019 when I was curious about the financial industry and is looking for a good opportunity to join. I have talked to a few planners before eventually deciding to join Jerry’s team. One of the main reasons is that he gave me a very clear and objective view of the industry and what to expect etc. and he was very genuine in his sharing. Now, moving forward, Jerry is my mentor and he has inspired me to be a more hardworking individual. He has provided me with guidance in my journey as a student financial planner and he is always there to listen, help and give feedback even though he is very busy. Looking forward to learn more from Jerry!​