Teo Jia Min

AEPP®, ARIA, MFAAssociate Director

Ms Bi Nan
Sales Executive

"I got to know Jiamin through CareShield Life consultation session together with my husband. Subsequently, I engaged her for personal financial planning. Jiamin not only has a great welcoming personality, she is very patient to listen with her heart and understand my needs. I gained clarity as she cleared my doubts over a few meet up sessions. Jiamin also shows her professionalism through the unbiased financial advise she renders to her clients. She even collates and helps me to compare and filter different providers to see which would fit my investment needs."

Mr Hidir
Technical Officer

"It has been a pleasure working with Jiamin for my insurance and financial planning. When I first started working with Jiamin, I had some vague ideas about what I wanted to accomplish financially, but I didn't really know where to start. Jiamin helped guide me through the process of setting clear goals and creating a plan to achieve them. She took the time to get to know me and my financial situation, and she provided personalized recommendations and advice that were tailored to my needs. Thanks to Jiamin's guidance and support, I feel confident that I am on track to achieve my financial and retirement goals. I would highly recommend her to anyone looking for a knowledgeable and trustworthy financial advisor."

Mr Jing Yong
Accountant

"Jiamin is a very reliable and trustworthy financial advisor! She always ensure that all her clients’ needs are well taken care of and their interest are of her top priority! I definitely have full trust in her which is why I entrust my family’s policies to her as well. She takes pride in her work and I am really glad to have her as my close friend/financial advisor! #teamTJM"

Ms Chai Yen
Customer Service Representative (order Processing)

"Jia Min is polite & easy going for my 1st appointment with her. She went though the whole process with me patiently & guided me through along the way. She is very professional & I can see that she is proficient at what she is doing. It is very nice having someone like her to help me to have better understanding about my net worth & what choices I have to better reallocate my resources ☺️"

Ms Shirleen Chin
Quantity Surveyor

"I first got to know Jiamin through my cousin. It’s been a joy speaking to her! She’s kept in touch with me over the years, provided me with relevant updates and remains very contactable when I have queries and need her help. Recently, Jiamin provided me with an overview of my cashflow which gave me alot more clarity about my finances. After the meet with her, I feel assured that I’m in the right direction and know what are the next steps to take. Jiamin also takes great care of my insurance needs and takes time to compare and explain the plans to me. I can see that Jiamin is very passionate about what she does as an advisor. Thank you Jiamin!"

Ms Maureen
Nurse

"Jiamin is very approachable. She has given me a very good overview of my cashflow, hence I now have a clearer picture of my overall financial situation and know how to move forward going on. Appreciate her consultation and advice. Definitely highly recommended!"

Mr Luke Lin
It Professional

"I had the pleasure of meeting Jia Min and am thoroughly pleased with the service she provided. As a knowledgeable and experienced financial adviser, she has a deep understanding of the Singapore CPF structure. She is professional and unassuming, providing sound and reliable advice on investments and financial planning without any hard sell tactics. She is patient and takes the time to answer my questions and explain her advice in detail. I truly recommend Jia Min for anyone looking for personalized and pleasant financial advice."

Mr Vincent
Quality Cum Engineering Executive

"Met Jiamin a couple of times to review and properly look through my portfolio. Prior to meeting her, I had plans with a single insurer and was not aware that comparison makes a difference. I was able to opt for insurance coverage that offer higher, more competitive benefits as a result, and even managed to save some cost on premiums! I also appreciate how Jiamin shares a bigger overview of financial planning beyond just insurance - since my insurance pays me a lump sum (that isn’t a small amount upon claim), it is important that I am clear about who I want this amount to go to, and how it is to be allocated when I am gone. Thank you Jiamin for sharing!"

Ms Mei Jun
Energy Lead
Banking Industry

"I would like to express my appreciation to Jia Min for her patience and clear advice in optimising my coverage and selecting the plans I want. I can feel that she is very genuine and always thinking of what is best for me. I would definitely recommend her to my friends if they need any advice on insurance matters."

Mr Dennis Tay
Marketing General Manager

"Jia Min is a responsive and dependable advisor. There were a few claims I needed help with recently, and she has assisted me promptly, ensuring that the claims process is smooth and paid out asap. Much appreciated! As she sends me important updates from time to time, we’ve kept in touch and I’ve reach out for a policy review recently. In our recent session, she is able to put herself into our shoes to optimise my family’s coverage and cater to my needs. She is also able recommend the best value insurer accordingly, taking care of any pros and cons of each insurer I should be aware of."

Mdm Mani
Admin Executive

"Ms Jia Min is a very helpful & supportive consultant. She’s a pleasant person who explains on all our queries with accuracy and patience. She regularly keeps us posted of the changes happening in the financial industry. A complete package of talent with sincerity rare to find, truly an asset to the organisation."

Ms Joan Ng
F&b Admin Officer

"Jia Min is very transparent and goes straight to the point by highlighting the pros and cons of each insurer which allow me to choose the most suitable policy. She's very detailed in her work and time to time during the meeting she will ensure that I understand before going onto the next point as I'm new to insurance. From the first time we met, I felt very comfortable and was able to express the concerns of why I want to buy insurance. With this I'm able to fully trust her with my insurance planning. As I did not have any insurance knowledge before-hand, she created a presentation to breakdown those complex information among all the insurers and compared it into much more simplified terms. I used to have a stereotype when it comes to insurance but after meeting her, I realized that she is very sincere and will even go the extra mile to send me relevant information through text which shows the effort she puts in for her clients. I'm grateful to have her as my advisor and would definitely recommend Jia Min to my friends! Keep up the good work and thank you so much Jia Min! :)"