What my clients say
My Story
A friendly dad who genuinely give the best for you.
~If you dream it, you can do it ~
Everyone has dreams. One of my dreams since I was young was to sing and perform in front of my family! What's yours?
I am Jun wen, a father of a little boy! I love to sing, and I love to listen to people's story.
I started my financial career in 2020 when I was a "soon to be" father. As life stages change, I notice the importance of financial planning. There are many things in life that come to us unplanned. I asked myself: Wouldn't it be better to be prepared for it?
Since then, I have helped my clients, friends and family to uncover the fact that most of us are not prepared for things that happened to us. There are many milestones that we wish to achieve on the road to realize our dream. It seems far, but fret not! I am here for you.
I am here to listen to your story and support you in your journey. My promise to you is that I can deliver the right solution that is explicitly for you.
Key deliveries:
✔️ One stop service for you
✔️ Clients is my first priority
✔️ Always be improving to value add to you
Services that I provide
Personal
Understanding Financial Planning & Types of Plans
Understanding Your Financial Situation
Wills, Nominations and Trusts
Understanding CPF
Reviewing Your Existing Coverage
Wealth Protection
Income Replacement
Hospitalisation: Integrated Shield Plan
Legacy Planning
Estate Planning
Protecting Your Family
Wealth Accumulation
Retirement Planning
Children Education Planning
Alternative Saving Options
Investments via Dollar Cost Averaging
Planning for Housing
Corporate
Employee Benefits
Key Man Insurance
Talks & Seminars