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!

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!​

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!

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

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! 💯