• Million Dollar Round Table

  • Chartered Financial Consultant

  • Trust Planner

About Me

I guaduated with a Bachelor in Business Management, majoring in Finance. After a few roles in the corporate world, I eventually entered the financial industry. It has always been my passion do something that is number related as it is always something I am good at. I joined the Insurance Industry on 16 November 2016.

Currently, I am helping over 300 clients with their financial portfolio and is building a team of new generation of Financial Consultant. I specialises in Retirement and Legacy planning, having the expertise to help client with will and trust planning with as the youngster senior estate planner in PreceptsGroup International.

In 2025, I authored my first book, Sparks to Insurance Success.

Insurance Planning

  • Health Insurance - protect against high medical costs, ensuring access to necessary healthcare without financial strain
  • Life Insurance - offers financial protection for your family, helping them maintain stability and cover expenses in your absence
  • Universal Life - offers flexibility in premiums and coverage, while also building cash value over time for future financial needs

General Insurance

  • Travel Insurance - provides financial protection against unexpected events like trip cancellations, medical emergencies, or lost luggage while traveling
  • Home Insurance - protects your property and belongings from damage or loss due to events like fire, theft, or natural disasters
  • Corporate Insurance - safeguards a business against financial losses from risks like property damage, liability claims, and employee-related incidents

Investment planning

  • Endowment - combines life coverage with a savings plan, providing financial security for beneficiaries while accumulating a lump sum over time
  • Investment-linked Insurance - offers both life coverage and the opportunity to grow wealth through investments, providing financial protection and potential returns
  • Unit Trust - invest in a diversified portfolio, offering a way to access professional management and reduce risk

Retirement and Estate Planning

  • Retirement Assessment - evaluate your financial readiness for retirement, ensuring you have enough savings to maintain your desired lifestyle
  • Will Writing - ensures your assets are distributed according to your wishes, providing clarity and preventing potential legal conflicts for your loved ones
  • Lasting Power of Attorney - appoint an attorney to make decisions on your behalf if you become unable to do so, ensuring your wishes are respected
  • Trust Planning - manage and protect assets, ensuring they are distributed according to your wishes while minimizing taxes and avoiding probate

"He took up a course on Muslim laws to ensure that he was able to advise me appropriately."

-Sri Rahayu, MOE Teacher

"The ongoing relationship feels collaborative and supportive, in contrast with my past experiences where I often felt like just another number."

-Corine Lim, Business Owner

“What I felt comfortable to continue working with Jason is, his after sales service is extremely good. Jason will make the effort to answer all my calls or messages at wee hours on days that I needed help. “

-Andrea Huang, Bank Analyst

"It's great to have an expert to navigate the complexities of insurance and ensure you're covered during all stages of the process."

-Jia Lin, Manager

"The ongoing relationship is what sets him apart – he’s not just a consultant; he’s a trusted partner in my financial journey."

-Lily Zou, Adminstrative Manager

  • Sri Rahayu, MOE Teacher

    Before meeting Jason, there was no timely update on financial situation & current trend on finance matters. He is not hard selling and instead open to opinions. He ensured that I understood what I was signing up for and made sure my financial stability was looked into.

    As a conservative person when it comes to money, he understood my needs as a Muslim client and my reservations not to invest in a high profile market. He took up a course on Muslim laws to ensure that he was able to advise me appropriately. I would definitely recommend Jason as your financial advisor as he is professional and has the passion in this job to provide the best service to clients.

  • Ang Say Hoon, Senior Bank Officer

    Before meeting Jason, I often felt overwhelmed and confused by vague advice and generic financial solutions that didn’t address my specific goals.

    From our first meeting, Jason took the time to listen, ask thoughtful questions, and provide clear, actionable guidance tailored to my needs. His transparency and understanding immediately stood out. I decided to work with Jason because of his clarity in advice, ability to truly understand my concerns, and his structured yet approachable way of explaining complex financial matters.

    Jason has guided me through comprehensive financial planning, including budgeting, investment strategies, and long-term wealth growth. He’s also proactive in addressing future risks. Since working with Jason, I feel much more confident and secure in my financial decisions. The personalized attention and consistent follow-ups have been a refreshing change from past experiences. I would highly recommend Jason to my family and friends because of his professionalism, knowledge, and genuine commitment to helping clients succeed financially.

  • Ray Chua, Safety Course Trainer

    Jason is one of my best Financial Consultants whom always go all to assist me beyond insurance and financial aspects. He has given me a lot of guidance and always very patient to explain difficult questions. I would definitely recommend to anyone who needs financial planning and also on other insurance aspects, etc

  • Keo Choo, Engineer

    I have been working with Jason for over 7 years, and his expertise has been invaluable in managing my finances. His personalized approach and clear communication have made complex financial decisions much easier to understand.

    Jason always tries to understand my interests first, then provide transparent and honest advice that I am comfortable with. Thanks to his guidance, I feel confident and secure about my financial future. I highly recommend Jason to anyone seeking trustworthy and knowledgeable financial advice. Most importantly, Jason is always available when you need his advice.

  • Corine Lim, Business Owner

    Before meeting Jason, I faced numerous challenges with financial consultants. Many were seemed more focused on hard-selling and up-selling products than truly understanding my needs.

    I often felt overwhelmed and frustrated, stressed out by the pressure put on me for plans that I did not need. In my first meeting with Jason, he actively listened to my concerns and provided clear, concise information that helped to guide me on deciding what would be best for me, as I was new to everything. He took the time to explain options in a way that made sense to me, and did not push for unnecessary plans which was a key factor in my decision to work with him.

    Since then, Jason has provided comprehensive guidance tailored to me, frequently checking up and following up quickly if any issues arose. His proactive approach and continuous support have made a significant difference. The ongoing relationship feels collaborative and supportive, in contrast with my past experiences where I often felt like just another number.

    I would wholeheartedly recommend Jason to my family and friends if any do need this service. His dedication, expertise, and commitment to his clients make him an invaluable resource for anyone looking to navigate their financial future.

  • Serene Yeo, Teacher

    I had encountered bad experiences over the claims from 2 insurance agents. Jason works very differently from insurance agent I previously met. He is very patient and professional in his work. Jason is also very helpful and give me some advices to check my previous claim of my heart procedure. I went through an in depth retirement analysis with Jason and he helped me understand my retirement needs and the actions to take to make up for my shortfall. Jason is very detailed person, he explained very clearly and give some constructive input. He sell his products with the best interests of his clients. Compared to other insurance agents, I can see Jason put much effort and show support when the clients need some assistance from him. I recommended my daughter and my sister to Jason. I will recommend my friend to him.

  • Michael Lui, Manager

    The other financial consultants switch agency “regularly” or had left the industry or very pushy for sales. Which make me scared and lost confidence. Jason is very attentive and listens to my concerns, my objective and of course my budget.

    He give a far view and use practical illustrations. He do yearly review and always updates. And he is always contactable. I find contactable is very important to me as it gives me confident. So my doubts will be clear in the shortest time. He give practical and not sugar coat advise, with the pros and cons.

    Jason is very friendly and humble. He will not change his tone to brush off even is a “shopping” he will do his best to advise base on your needs. Lastly I will recommend Jason to family and friends. He is more than financial consultant. He is very sincere and genuine.

  • Lydia Sim, Sales Manager

    Before I meet Jason I do not found any FC that is full of passion, responsible in answer all my questions suggest the right policy for me and family.

    Jason also keep me in surprise by sending cake over to my house during my birthday months. Jason has done more than a FC for me. I will refer my family and friends to Jason. In Jason hands I know my friends and family will be goods and protected.

  • Andrea Huang, Bank Analyst

    I used to have little or zero knowledge about the importance of getting insurance policy before knowing Jason. Jason is a very detailed and meticulous person whom I am glad to know him.

    He was very patient with me when we first met up, imagined having to talk to someone who had such little knowledge about insurance. He even came up with PowerPoint slides to share with me what he felt I was lacking of and what he felt was important to me. Jason is not those pushy and hard-sell financial advisors. He gave me time to think through and answered all my doubts before I finally decided to get insurance policies from him.

    What I felt comfortable to continue working with Jason is, his after sales service is extremely good. Jason will make the effort to answer all my calls or messages at wee hours on days that I needed help. He even went the extra mile to help out with my husband’s policy even though he is not his client. Jason will also make the effort to do review with me at least twice a year.

    He will patiently do refresher course with me on what policies I have gotten since I tend to forget. It was all these extra efforts that I decided to continue working with Jason, getting insurance policy for my daughter as well. I would say that Jason is a friend more than just a financial consultant to me.

    I’m really thankful to entrust Jason to help me take care of my family’s policies and will definitely recommend him to my family and friends if they are keen in getting any insurance policy.

  • Jia Lin, Manager

    I’ve purchased my first few financial policies previously with a friend of mine who later decided to left the firm and resulting in a change of consultants due to high turnover. This can be frustrating especially since I've entrusted my friend with managing my financial policies until I met Jason.

    I had the pleasure of working with Jason for the past 8 years, he really stands out because of his thoroughness and personal approach. He took the time to understand my unique financial situation and provided me with tailored solutions. I've also worked with Jason for my family's policies including life insurance, health plans, and other financial products. Jason also has been very helpful in providing support with both pre and post hospitalisation claims.

    It's great to have an expert to navigate the complexities of insurance and ensure you're covered during all stages of the process. I will definitely recommend Jason to my family and friends as he truly goes above and beyond for his clients.

  • John Teo, MOE teacher

    Jason came across as a non pushy yet professional financial planner. He gives excellent advice on all related financial insurance matters and relates well to clients.

    In fact, I feel comfortable to seek advice from him due to his excellent professional knowledge and will never hesitate to give me practical advice. Jason follows up well with me and keep in constant touch with his clients.

    In short,I will highly recommend Jason as a trustworthy and professional financial planner who puts the interests of clients above his own. Keep it up Jason!!

  • Lily Zou, Adminstrative Manager

    Before meeting Jason, I had a lot of frustrations with financial consultants. Many of them seemed more interested in selling products than truly understanding my financial goals. It felt like I was being handed generic advice rather than a personalized plan that fit my unique situation. This left me feeling unsure and overwhelmed about my financial future.

    From my very first meeting with Jason, I immediately noticed a refreshing difference. He took the time to genuinely listen to my concerns and helped me see my financial situation from a new perspective. Instead of focusing on selling, he provided clear, practical advice that addressed my needs. Jason explained complex concepts in a way that made them easy to understand, which gave me peace of mind.

    What really made me decide to work with Jason after our initial policy review was his clarity and sincerity. He didn’t just push products or policies; he prioritized understanding my financial goals and built a strategy tailored to me. His advice was transparent, and I could see that he truly cared about helping me achieve long-term financial security.

    Since working with Jason, I’ve received comprehensive financial planning and ongoing guidance. From retirement planning to insurance coverage, Jason has ensured that every aspect of my financial health is well-managed. He provides regular updates and adjusts the plan as my life changes, which makes me feel confident and secure in my decisions.

    My experience of financial planning has significantly improved since partnering with Jason. Unlike past consultants, he’s always available to answer questions and provides continuous support. The ongoing relationship is what sets him apart – he’s not just a consultant; he’s a trusted partner in my financial journey.

    I would absolutely recommend Jason to my family and friends. His professionalism and personal approach make a world of difference. With Jason, you’re not just getting financial advice – you’re gaining a reliable partner who genuinely cares about your success and peace of mind.

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Frequently Asked Questions

How do I reach out for a consultation?

Simply fill in your information, or get in touch with my personal assistant at 80895510 to book an appointment.

How will the consultation be held?

It can be done either through virtual (zoom) or in our office. Fill up your contact or get in touch with my personal assistant at 80895510 to book an appointment.

Is there a fee for consultation to do a will?

Yes. Fill up your contact or get in touch with my personal assistant at 80895510 to book an appointment to reach me to find out more.

Is there a fee for consultation to do a trust?

Yes. Fill up your contact or get in touch with my personal assistant at 80895510 to book an appointment to reach me to find out more.

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