Wong Zhi Kai. Sales & Marketing

Ellie communicated with me on a personal level and sharing stories and people she associate with their stories. Have [also] did an analysis of my current plans and did a comparison with the mean average income and expectations. This is very informative for me as I now know where my plan stand compare to the rest.

Kai Hong. IT Engineer.

I am writing this testimonial for Tan Jin Wei. He was very detailed in explaining the policy to me. To my surprise, during the financial assessment he did a very detailed calculation for me. Which I can say no financial consultant will include a monthly assessment of your financial situation with debt and without debt. Most of them will only assess the annually calculation and does not consider whether each month will you be able to afford the premium of the insurance you are paying for. Due to that I have transferred my current policies from prudential to him to manage. In the near future I am intending to manage my new policy as well as he really is a trusted financial consultant that look after my well being.

Yong Le. Accountant. ExxonMobil

Got to know Jia Jun through NS. Went through several consultations before purchasing a whole life insurance policy with JJ. Throughout the discussions and consultations, JJ never push for any sales, but really tried to understand my needs, and tried to tailor the suggestions and recommendations to my needs. At no time did I feel pressurised to purchase from him. Very client-centric, JJ will only recommend policies that he believes is beneficial to you, nothing more. If you are not interested, he is open to you to not purchase any of the policy. I have no doubt that he will be a good agent to have, and will help you to plan for what you need, and nothing more than what is necessary for your financial plans.

Alan.Private Tutor.

Jiajun is very pleasant and friendly to work with. He is very passionate about his work. He thoroughly assesses and understands my needs before making recommendations. A financial consultant with great insights and provides excellent service!

Jasper and Dion.Students.NTU and SIM

1. Jia Jun is very passionate towards his job who delivers his promises well to attend to his clients' needs and enquiries. 2. He is someone who is willing to give his all to his clients, and one of the real life examples is my (Dion's) aunt's case, in which not only he responded to my aunt's needs immediately before she found out she had an illness, he also visited her after she was hospitalised which was out of the norm and way different from many other realistic financial consultants who work solely for money only. 3. Furthermore, he is very sincere, hardworking, responsible, optimistic and thoughtful towards others and rest assured to approach him if you have any enquiries and he is more than willing to help you (: 4. He is an inspiration for others who shares his successful life experiences, and gives wise and warm advices selflessly to others. 5. He is greatly recommended for anyone who is looking out for more-than-just-a financial consultant and he never disappoints (:

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.