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Testimonials

Hear From My Clients

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“I trust JiaQian with my portfolio because he is very knowledgeable, hard-working, and puts my interest (the client) first.”
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From my 2 years (and running) with JQ, I find that he has deep experience and strong skills in personal finance management. Very importantly, he has an intelligent and reasonable approach to investment - a sensible thinker, no hyped-up nonsense.

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Not only that, he takes time to understand my unique situation & goals, and tailors solutions customised for me. He is also very patient and good at addressing (and re-addressing) the many questions that I have.

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It is not easy nowadays to find a trustworthy AND competent advisor. JiaQian is a dependable expert with both of these very important qualities - I highly recommend him!

Alvin Tan

lawyer

“I have engaged JiaQian's services for a few years, and he is indeed professional and passionate about his work.”
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He is not the hard selling kind, and gives his advises and recommendations according to what I need and what I want.

 

He takes time to look through my old portfolio and give advice based on what I had. He also helps me understand the importance of a good financial plan and has been guiding me along in this journey.
 

Highly recommend him for people who wants to get the best plans within their budget.

Vanessa Li

civil servant

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“I have been engaging JiaQian's services for a few years now and has found him to be a reliable and thoughtful advisor.”
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He is proactive in updating me of any new developments with regards to my investments / policies, thus keeping me aware of any implications that may occur as a result.

 

I found him to be very engaging as well during our discussions and his advices are generally well thought out and practical to my situations.

 

My wife and I are happy with his services and will continue to give him our support! Cheers Jiaqian and keep up the good work!

Gabbeh Ng

senior manager

“JiaQian has been my advisor for more than 10 years and he makes sure that I'm updated with my portfolio every year.”
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He is very patient when he is explaining my policies to me every year. I feel that this is important to any policy holder as there are many changes in the market every year.

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He is also very knowledgeable and understand about the world economy which makes him trustworthy.

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He is able to help me understand about the importance of financial planning. He give advises based on my life needs and wants, so I highly recommend people to have a chat with him.

Ong Ping Ping

interior designer

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“JiaQian, a true professional financial consultant with passion and knowledge. His dedication to clients, business excellence and education sets him apart.”
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He has these qualities and much more than what you observe when you meet up with him. I have a very fruitful session with him every year.

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He is genuinely interested in my life situation and achieve the best optimisation result within my budget. I believe all his clients will have a peace of mind in their finance when they are with JiaQian.

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I would highly recommend him to anyone wanting to achieve better financial outcomes.

Wei Chieh Sim

Test engineer officer

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