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!🙏🙏🙏

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 👍🏻

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.

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!​

Ms Marlene Tan (MOE Educator)

Planning for your family and future is important, and I couldn’t be more grateful to have worked with Jerry as my financial advisor. Finding someone I felt truly comfortable with was a challenge, but knowing Jerry from our time as colleagues, I knew he wasn’t the typical hard-sales type. And I was right—Jerry is everything you’d hope for in a financial advisor: sincere, patient, efficient, and genuinely invested in your best interests. What sets Jerry apart is his willingness to listen. He takes the time to understand your needs, current profile, and existing policies before offering advice. There’s never any pressure—just thoughtful guidance based on what’s best for you, not what benefits him. His approach is long-term; he doesn’t just focus on immediate solutions but carefully plans for your future as well. Beyond his sincerity, Jerry is also incredibly efficient. He ensures that everything is handled smoothly and promptly, making the entire process seamless and hassle-free. He puts in the hard work to find the best options, explains them clearly, and follows through with every detail—so you never feel lost or overwhelmed. Through both his words and actions, it’s clear that Jerry works with integrity. He puts in the effort to ensure you make informed decisions, always considering what truly benefits you. If you’re looking for a financial advisor who prioritizes your well-being, offers sound advice, and gets things done efficiently, Jerry is the one to trust.

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!