Hello

This is Jerry! If you happened to see this page, it means that either your friend has referred you to me or you have happened to find me online.

I am from the sandwich generation, like many of you who work in Singapore after studies to pay off their study loan, own expenses, give my parents money and eventually start their own family.

Ever since I joined 4 years ago from my mid-career switch, I develop great passion to help people especially sandwich generation who been working for some years and wish to retire comfortably like me.

I strongly believe with the right holistic financial planning, we all can have our retirement lifestyle we want. And I valued very much is our relationship over the years that we hold hand in hand to achieve our goals.

My Story

My parents did not have any financial planning for me and themselves too. I had to work early part time here and there from my secondary days onwards to juggle my expenses and school fees till I finally manage off with a full time job. But when I started to have my own family, I start to feel the financial stress again with only my full time job salary as many do.

The Sandwich generation financial stress is a very local problem in Singapore which I had met many clients facing during their life journey. Wanting to provide a good living life for our family and as well to support our parents’ living expenses in today Singapore high costs living environment.

That’s why I feel our parents didn’t choose the way they want to be now but just lack of help and guidance to manage their finances properly for a better lifestyle. Just image you are in their shoes now, will you plan well for yourselves and your future offspring?

I never thought I would be become a financial advisor after working over 13 years in the corporate world. All this happen after my grandma who fall sick at her old age being diagnose cancer. I spent most of her remaining times at the hospital. This experience make me realised we should get prepared for such unforeseen event to happen.

I sincerely want bring a great change to my clients with their financial needs met to achieve the lifestyle that they desired.

That is why I have adopted the best practices and strategies to help as many people as possible in 3 ways:

Unlock their “dead assets”
Enhance their assets and Reduce their Liabilities
Optimise portfolios return

My Success

Grateful for the trust and faith from my clients in me achieving these in recent years.

Awards and recognitions is an acknowledgement and appreciation from my company and clients on the work I have done. It is an indication that I am doing right in my service and advice to the people that I have impacted through financial planning.

Million Dollar Round Table (MDRT) 2024, 2022
Star Club Award 2024
Barcelona International Sales Convention 2024
GELAC Awards Sliver category 2022
GELAC Sapporo, Japan Convention 2022
International Dragon Award (IDA) Bronze 2021
GELAC Awards Bronze category 2021
GELAC Moscow Convention 2021

Our Clients Say

I have known Jerry through my neighbour. Previously, I had a bad experience when I can’t claim a surgery due to the policy lapsed. He understood my concerns and did his effort to help me get through the medical underwriting by telling me what to do next after next for me and my family. Thus, I entrust him with my family planning as well.

Micheal,

Business Owner

Contact

I am always looking to expand my network to meet like-minded individual.

Let’s connect.

HP: +65 8223 0689