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