Reviews

I was able to understand and feel secure through the detailed explanation given by Jia Jie. He is very knowledgeable and I need not hesitate to ask any questions.

It was hassle free working with Jia Jie as he customised a comprehensive financial plan that was well-suited to my needs and patiently broke down the policies for me to easily understand.

Your friendly neighborhood numbers guy that is professional, efficient and probably has a lame joke he wants to share (:

Jiajie is proactive in managing investment portfolios to ensure your money is working hard for you. He understands the customer needs and does research to advice on the best policies available. He also translates news related to investment or insurance and market insights into laymen terms to help us better understand how such events will impact us and plan next course of action.

Jia Jie really opened my eyes to how financial planning should work. He was able to quickly simplify the concepts surrounding insurance and investments, and helped guide me, as a recent graduate, to manage my finances to cater for my future studies, marriage and flat purchase.

My experience with Jia Jie as a financial consultant has been nothing but wonderful. Jia Jie is very approachable and he is always forthcoming whenever I have any clarifications or doubts. He is also extremely knowledgeable and goes the extra mile to curate our financial portfolio to be in line with our personal life goals and in our best interests. As such, I highly recommend Jia Jie to anyone who is looking for a friendly, reliable and trustworthy advisor!

JJ is extremely knowledge and provide me with detailed explanation for my financial planning and health coverage. He checks back with me frequently to ensure that I am on track with my financial plans. I am glad to have him as my FA.

Jia Jie was also able to provide expert financial advice in a light hearted, easy-to-understand form and manner, which allowed me to better understand the policies I needed to achieve the financial freedom I wanted. His Stonks Series are a must watch for those starting their adulting financial journey!

Jiajie is meticulous and patient when explaining solutions. he carries a no nonsense and frank attitude that i appreciate. He also gives me time to contemplate and think through the different solutions that he presented. i especially find his probability mapping exercise extremely useful as it allows me to understand the different financial goals i can realise.

As someone with little knowledge on insurance, I was quite nervous that I would be lost in the conversation when I first scheduled a call with Jia Jie. However, during the call, Jia Jie patiently walked me through the basics with small, bite-sized content that was very easily digestible. Based on my needs and budget, he prepared and explained all options available and found me what I wanted really quickly and effectively. Overall, he has been extremely helpful and prompt in answering all my questions! If you are looking for a consultant who is dedicated, responsive and knowledgeable, Jia Jie is definitely the advisor to approach!

As a fresh graduate, I wanted to get insurance to protect myself but I didn’t really know of any financial advisor within my social circles. Thankfully, I got introduced to Jia Jie through a friend. Being completely clueless about what type of insurance I need/should be getting, Jia Jie patiently helped to breakdown all the concepts and explained very comprehensively yet in a very digestible manner what I should be getting at my current life stage. He wasn’t pushy and he made me feel that he understood my needs, only recommending to me products which he felt best suited my requirements. He would always provide me several options and explain to me the pros and cons of each of the customised plans he designed. If you are looking for an advisor that genuinely cares and seeks to meet your needs, Jia Jie is the financial advisor you should reach out to.

Jiajie is nothing short of an ideal Financial advisor based on my experience thus far. He is sincere and knowledgeable in the advices that he gives. It is also quite clear that he is passionate in his work as he puts in a lot of effort to expand his own knowledge and share some of them in bite-size content on Instagram. Keep up the good work mate!

Jia Jie is an extremely dedicated advisor who takes the time and effort to meet and answer any questions and expectations that you may have. Always taking the interest of his clients as his first priority, am grateful I chose to approach Jia Jie!

JJ has been serving me for the past 3 years now and I am deeply pleased with his services. He is knowledgeable in the different health/ financial plans out there and he ensures his clients gets the most from what they are paying for. Definitely a friend more than an agent

He know his stuff and will recommend a good portfolio for clients based on their current circumstances. So yeah, definitely worthy to consult him.

Very knowledgable. He would have clear and detailed explanations to any questions posed to him. Single and Available too

If you are looking for a knowledgeable and friendly advisor, Jia Jie is the one for you! He was able to recommend a financial plan that has fantastic coverage and was within my budget!

Jia Jie is a trusted advisor who goes beyond the product level. He has taken the initiative to aid me in constructing a long-term view on my financial health, and has been helpful in providing fair and unbiased opinions on steps that I should take in order to build a robust plan for my future. Am grateful for his exuberance in reaching out and his tenacity in helping me get my financial priorities in order.

Jia Jie is an apt financial advisor who designs plans and portfolios catered to individual needs. His prompt reply to my frequent request makes an additional plus point to his great working ethic. I would strongly recommend JiaJie to any friends who require financial assistance.

Jia Jie has been a huge help in my personal finances journey. He is thoughtful, meticulous, and knowledgeable. Additionally, his sincerity creates a safe space for me to openly share my financial positions, struggles and silly questions - something extremely valuable to me when I need financial advisory. Jia Jie builds trust easily as he delivers his promises, and goes above and beyond to help. I've recommended Jia Jie to many of my close friends because I strongly believe in his capabilities. Thank you Jia Jie for all that you've done!

Jia Jie is very insightful, meticulous, and proactive in helping me to understand and strategise how to make better informed decisions to achieve my financial goals.