JASON LOH

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.

I’m not the best in managing my own finances and I’m glad that Jason listens attentively to my needs. He takes extreme care in planning, breaking it down into parts explaining to me what is right for me in layman terms.
He is also very prompt in answering queries, will not hard sell into buying products which do not add value to my portfolio but instead introduce products which would be of better value to accelarate growth which would help me reach my goal in a shorter period.