The greatest satisfaction is when I can be there to share my clients’ ups and downs, joys and sorrows.
Senior Financial Consultant
Telephone: (65) 9067 1005
Who Am I
I am a Senior Financial Consultant who strongly believes that proper financial planning is a fundamental tool to better manage and secure our wealth. At the same time, I believes in practicing ethics, integrity and always putting my clients’ interest first.
What I Believe In
There is no one size fits all program for everyone; as every individual is different in their life stages, personal and financial needs and priorities. Thus, I pledge to serve every single one of my clients and prospects with the highest standard of professionalism, customizing and recommending financial portfolio that best meet their various life stages and milestones. Meanwhile, enhancing their quality of life and securing lasting legacy. And above all, I am a confidant who values long-lasting partnerships and relationships with my clients.
Some of the services provided are:
Jael’s professionalism has met and surpassed my expectations any financial advisors I have dealt with. She took the time to really know not just my financial needs and protection goals, but also my comfort level financially as well. She is always been available to answer any questions or to explain options within my portfolio. She has proven to have very sound knowledge of the investment market and therefore making any financial investment or decision has become easier for me as a layman. Despite my modest portfolio with her, she has always been patient with my enquiries. I highly recommend Jael as your Financial Advisor if you are looking for one who is people-orientated.
Geraldine Kok, Customer Service Executive.
Jael helped me and my family to run through all our existing policies, and explained the details of every policy even when they are not AIA’s. After which, she further recommended the necessary plans for my family so as to ensure that we are adequately insured. We are grateful for all her value-added services and patience. Would definitely recommend her to my friends.
Donn Koh, Public Officer
I am grateful to have Jael as my financial advisor, who’s able to give me a proper review of my financial conditions, and provide an in-depth analysis customised to my needs and requirements. I feel safe with my portfolio being managed by her, and no questions needed, she is ever ready to serve and meet me should there be any requirements.