JASON LOH

My husband & I are blessed to meet Jason through a mutual friend.

He is very specific & patience. He will analyse my existing policies & provide better options to improve my portfolio without compromising our financial situation. He will patiently explain everything in detail even if I’ve asked the same question for a few times.

To me, he is not only an advisor but also cherishable & reliable friend who will always promptly replying to my queries/text.

I feel secured leaving my portfolio in his care. In addition, he doesn’t hard sell.

Therefore, don’t be afraid to approach to him for advice & I believe you will trust him as much as I do. 😊

Jason has been very patience and detailed in his explanation, looking after my insurance coverage and investment, making sure that it is to the best of my interest. Thank you for your service over the years and to the years to come.

I would highly recommend my friends or colleague to him should they require any new insurance or to review on their existing portfolio.

Jason is a very pleasant, kind, honest, courteous agent. He is also a very professional agent who make sure we are very well protected from life threatening illness or unfortunate accidents and taking extra great care of our investment as well.

Will definitely introduce Jason to my friends and relatives should they require his knowledgeable advice.

I had the pleasure of meeting Jason through recommendation by friends and family. He is very thorough and knowledgeable when it comes to personal finance and health care coverages. Very honest and openly shares his personal experiences when guiding me through a holistic financial planning process. Genuinely pleasant and warm person always striving to best accommodate and help. Always willing to advice and chat whenever he is called upon.

Jason is a responsible, responsive, reliable close friend of mine as well as insurance advisory. Provide professional financial advice and regular updates in term of medical coverage and investment needs. Helps to maximise individual wealth in term for short and long term investment needs.

I found Jason knowledgeable, empathy and professional to my needs and financial capabilities. He treated me more like a friend than a client and he is always there whenever I need help on insurance matters.

I am glad that I am able to know him and be served by him.

Jason and I were ex-colleagues and we have known each other for more than 10 years.
Jason has been my advisor since 2014. I cannot say enough about his dedication and passion in his work. He will diligently review my portfolio and provide cost effective recommendations to help me achieve my financial goals. He is also knowledgeable and patient to explain the complexities of various financial products. He will also proactively manage and make adjustments to the portfolio based on current financial situation.
Jason is professional, dedicated, and personal. I am 100% confident that he will make a positive impact on people’s lives.

Jason is my secondary classmate. I was referred to Jason for his service by our fellow secondary classmate who also engaged his service.
Jason is very different from other insurance agent or financial adviser. He did not try to push any policy in the first meeting. He took time to find out my existing policies and my financial standing and health status, purely gathering information so that he can study and find which policy works for me. In the second meeting, he then carefully and thorough go through the policies that he recommended and also what he suggest to do for the existing policies. In the end, I managed to increase my coverage with lesser premium and also cover up for some areas which my previous policies have lacked in.
To people who I would refer Jason to, I will say that Jason is not out to purely sell policies. He is genuine in helping others to have for more/ better health protection and financial security. Also being an independent adviser which is not affiliated to any insurance company, he will compare policies from different insurance company/ financial institution before selecting the policies that suits his client best.

Since 2011, Jason has ‘walked’ with me throughout the different stages in life, as a student to now someone in the workforce. He is a very attentive person and shows genuine interest in providing me sound financial guidance and advice at different intervals of my life. I am not well-versed in how to maximise my insurance coverages, saving plans, investments and so on but one thing for sure, I know I’ll be able to leave my portfolio with Jason to prepare my rainy days on sunnier days. I would happily recommend him to anyone wanting a holistic financial advice.