Stanley Lai

Rion is a knowledgeable and trustworthy friend and consultant whom I'll gladly trust to handle my financial planning needs. I first met Rion a couple of years back and I recall him as an outgoing and extremely passionate financial planner. He shared with me his humble beginnings as an engineer before deciding to make an impact in the lives he comes across via proper and comprehensive financial planning. He was concise and thorough in pointing out the areas of my financial planning shortfalls and addressed them to the best of his ability in spite of my limited budget. Despite his busy schedule, he has proactively made the effort to catch up with me and assist with my insurance nominations which I have neglected. I am glad to see him firmly established in his noble profession, touched by the lives he has helped and saved with insurance claims and I have no doubt he will deliver should the need arises, touch wood! Jiayou bro! May you strive to impact and better people's financial health!

Angela. Accountant.

I enjoyed the sharing process by Ellie which gives me an overview of the types of protection one needs to secure over a lifetime. I like that Ellie reviewed my existing policies and assessed the shortfalls that I may have and recommended me policies that are beneficial to me :) She is also very detailed and explained in depth into the different policies that she recommended to ensure that I understand what I am getting out of it. She gave me a sense of assurance of what I am being protected against which is very important to me.

Marcus. Programmer. Ubi Soft Company.

Jasper is a highly motivated individual and he demonstrated a great work ethic. He explained the reasons and motivations of getting each policy with considerations of my current well being and financial condition meticulously. He is responsive to any enquiries, feedback or changes in the policies. I believe he is a valuable consultant to any who is unfamiliar with insurance and finance.

Desmond He.Teacher.Ministry of Education (MOE).

I knew Jiajun when I was in NTU and I always see him as a person with great personality and passion. My financial portfolio was not comprehensive before I met him and I didn't know how to manage it well. As my financial consultant, he had provided great advice and guidance to me. Now, I can safely said that with his help, I can be rest assured that my portfolio is well planned and I fully concentrate on living a fulfilling life without having any worries. The best thing about jiajun is that he always give you a warm and friendly feeling which allows you to trust him for his service. I strongly believe that he will not just be the best person to manage your portfolio but also a great friend to have.

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.

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.