Jason Zhu

MFA, CFP®, ARIASenior Relationship Manager

Jo Ann
Public Relations

"Jason is not only knowledgeable in what he does, but he’s also able to explain things in way for anyone to understand. He puts his clients' interest first, by always reminding them of their financial goal instead of just investing or buying plans just for the sake of growing wealth. He takes the time to understand his clients’ needs and provides ways to meet those needs. He is super helpful - always welcoming questions and taking the time to answer any concerns."

Mr Zhang Yanjie
Lead Utility Engineer
Lonza Biologics Tuas Pte Ltd

"Passion, knowledge and a genuine interest in achieving the best for clients make him a truly professional Financial Advisor, beyond that he's my good friend. He's very patient in explaining the plans to me which helps in my understanding and aids my decision making. I would highly recommend him to someone who would like to achieve better financial outcomes."

Mr Meng En
Cyber Security Engineer
ST Engineering

"Jason is a very dedicated and responsible financial advisor. His advice is all based on a thorough understanding of my situation and needs, and he doesn't push me with any specific products in hand. He also helped me to understand insurance and investment in a clear way. Appreciate his effort and help."

Mr Jun Boon
Settlements Analyst

"Jason has been really helpful in explaining the different aspects of a policy, without pushing for a specific product in mind. He advises in the best interest of the client. He understands the complexity of my situation and advised from there. The greatest advantage is having options to different companies' products and getting the best plan that fits my needs. I would consult Jason again for any other plans that I would need in the future."

Ms Puay Fong
Sembcorp Marine Integrated

"Jason is very genuine and professional in sharing the importance of insurance coverage. He listens and understands my needs and doesn't up sell anything. Highly recommended!!"

Mr Wesley Tan

"Jason goes beyond the job scope of a financial adviser. He puts my interest as priority, as he spends time to understand and to hear so that he may cater to the needs that I have as a student. Because of his genuineness, he is someone that I know is loyal, and trustable. He is patient in his explanations and clear with his different use of annotations and anecdotes. 10/10 strongly recommend."

Mr Spencer Wan
SOC Analyst

"Jason is a very detailed and professional worker who is able to explain insurance details in a concise manner that is easy for me to understand. Through him, I was able to clarify my doubts on my personal financial matters. Furthermore, his attitude and working methodology of building rapport and trust meant that it was very easy to talk about my financial matters. I believe that this high level of assurance led to an easier time for me to identify the ideal coverage plan for me."

Mr Shi Xiulin
Software Engineer

"Jason is very friendly and knowledgeable. He is able to explain the plans in an easy to understand manner, and really help me consider every aspect of the plan according to my needs. Really thankful for his time and dedication."

Mr Thaddaeus Koay
Singapore Police Force

"Jason has allowed me to understand insurance and investment better as he was simple and clear in his pitch."

Mr Tan Kian Yong

"Highly responsive and reliable, knows the subject matter well and is happy to discuss with you at length."

Mr Steven Lim
Ngee Ann Polytechnic

"Jason was able to condense and distill financial planning concepts in an easy-to-understand style, using anecdotes, drawings and explanations, enabling me to see the need for planning towards retirement. His advice on my current portfolio of financial plans were useful and I appreciate that he has a range of products to recommend, to maximise returns in the longer term."

Mr Clarence Choo
Eagle I Security Services

"Jason has helped me a lot in the area of planning my savings and insurance well. I definitely learnt to manage my cash flow, especially on how to save and spend at the same time."