
Your Satisfaction
Is My Priority
Hear from the people that I have served

Caleb Chan
Mr
Engineer
Jim is a good friend of mine and is always my go to guy for most financial advice. Talk to him and you'll agree with me. Trust Jim and it will not go...
Written For
Jim Wong

Gan Wei Wen
Ms
Engineer
I met Jim when he is my mentor in this financial services industry. Jim is an approachable person with a lot of experience and story to share...
Written For
Jim Wong

Shadrina Hashim
Ms
Customer Service Assistant
Jim was referred to me by a very dear friend of mine who is also engaging in his services. He really helped me and my fiancé get kickstarted...
Written For
Jim Wong

Lavin Nair
Mr
Lawyer
I had a good discussion with Jim and I am glad that he presented financial planning to me in a clear and simplistic manner. Jim is very...
Written For
Jim Wong

Neleena Nair
Ms
Counsellor
Jim has been helping me with my insurances needs and investment portfolio management. I am very happy with the performance and is glad to receive...
Written For
Jim Wong

James Sailesh
Mr
Self-Employed
I was introduced to Jim by a friend, and he has been very straight forward and honest in explaining to me about financial planning. I am glad about his...
Written For
Jim Wong

Tong Suet Yee
Ms
Admin
I was recommended to Jim by my friend. Jim is friendly and patient and able to explain the product clearly. He is also well organised and assisted us to...
Written For
Jim Wong

Dawn
Ms
Analyst
I met Jim to discuss my options on investing my money and found him to be competent and personable. He has shown professionalism in...
Written For
Jim Wong

KY Lim
Mr
Director
Jim has been very helpful in my financial planning and estate advisory. Thanks to him, I have a much better understanding in ensuring that my family is well...
Written For
Jim Wong

Oon
Ms
Sales Associate
My discussion with Jim has been very comprehensive and easy to understand. With a better perspective of my financial situation, I was able to make a better...
Written For
Jim Wong

James Lee
Mr
Consultant
Since meeting Jim 2 years back, I have gained a lot more perspective and knowledge about how to have a proper investment and retirement plan. He is...
Written For
Jim Wong

Caleb Tan
Mr
VP
Jim is prompt and thorough in helping me manage my financial assets. He has been very helpful and comprehensive, explores the best options and value...
Written For
Jim Wong