Maurice. Executive. United Overseas Bank (UOB)

In JJ's financial planning process, he customises his recommendations according to his client's needs. Glad I had a session with JJ to map out my personal finances. Also, his focus on his personal development as a financial consultant is admirable. As his client, I can be assured that I am getting quality advice. I would highly recommend JJ if you are looking for an expert and professional to handle your insurance portfolio. Not forgetting he is also a great friend to have! Cheers.

Alvin Toh.Finance Trader.ALV Financial Pte Ltd.

Jia Jun has been a close friend of mine for 17 years. Before he became a financial consultant, I knew little about financial planning. I had the most basic of life insurance plans and all my savings were in either self-chosen stocks or the bank. It was a tedious process choosing the right assets to buy and timing the market right and it would have been better to allocate some of my assets to a more passive form of investment. Jia Jun helped me upgrade my insurance for a more extensive coverage. He also helped me in choosing my investment plans, meticulously explaining every detail and nuance between the many different plans out there. Jia Jun is very professional and dedicated to his job and helping his clients. When i injured my eye in an accident, he took care of everything. He helped me with the filing of my report and I just had to hand him the receipts for my medical bills and everything was settled quickly. With him as my financial planner, I have a peace of mind knowing I can call on him anytime I have queries about insurance and financial planning matters.

Vivian. Digital Artist. Nanyang Technological University.

James has been a very caring consultant, eager to clear any doubts, concerns or questions I may have about my financial portfolio, and wholeheartedly wanting to make sure that my coverage needs and interests are met. He is also very open to honest feedback and sharing, and he is patient throughout my experience with him.

Qing Li. Project Engineer. Surbana.

I have known JJ since sec school days. His dedication, commitment and his passion to deliver can be seen in the way he assist to organize my portfolio and provide me with valuable financial advice and to share his knowledge whenever required, and providing me with alternative considerations. Although it is a relatively fresh start for him since making the step into financial planning, his ability to relate and share may be his greatest asset and for others to place their trust in him.

Norman Ho. Airforce Engineer. Republic of Singapore Air Force.

Rion has taken over my polices from my friend that left prudential a few years ago. I was unsure what to expect as Rion was a stranger to me at that point of time. After the meet up and according to all the information he explained to me relating to my existing policies, I knew that I was in good hands as he is sincere and focused on how he handles his clients’ portfolio as well as up keeping the relationship with his clients. He is well versed in his knowledge and is professional in his field of expertise. I am happy and fortunate to have him as my financial consultant and I believe he will be able to continue to achieve at his highest levels. I have absolutely no worries to entrust him with the continuation to build up my portfolio in the years ahead.

Mr Sivakumar.Mechanical Engineer.

I met Mr Jian 1.5 years ago during a rush hour at a roadshow at Toa Payoh. We get to know each other and arrange an appointment to discuss more on financial planning at my home at Pioneer. He is basically a very patient, humble, friendly and a very caring person. Mr Jian has strong Financial and Consulting experience in giving clear, simple and easy to understand explanations. He is also very responsive and friendly in clarifying my doubts and we can call him anytime when we need his advice. During emergency times, he always actively help my family in times of need. Thank you for your quality financial advice Mr. Jian. Thank you so much.