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.

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

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"

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!

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 👍🏻