TOGETHER EVERYONE

ACHIEVES MORE

FINANCIAL SERVICE MANAGER |

RECRUITMENT MANAGER

TOGETHER EVERYONE

ACHIEVES MORE

FINANCIAL SERVICE MANAGER | RECRUITMENT MANAGER

MDRT | Double MDRT | IDA | Top Sales Manager | Top Recruiting Manager |

Top Branch Sales | Top Channel Sales

INVESTMENT STRATEGY

Proven Investment Framework that ensures consistent gains from the market

RETIREMENT PLANNING

Retirement roadmap that enables you to live a life you truly desire upon retirement

LEGACY PLANNING

Preserve and distribute your wealth to create long-lasting connections with your loved ones

RISK MANAGEMENT

Identify and assess threats to your assets and earnings

Why work with me?

As the saying goes, "Your Attitude Determines Your Altitude." We all face some lean times starting out, but with passion and perseverance, we learn valuable lessons that ultimately contribute to our success, all while helping families pursue their true definition of wealth and financial freedom.

My name is Johnny, I am a Financial Service Manager. During my 12 years in this industry, I have successfully guided many of my clients to reach their financial goals through my thorough and detailed planning. I would also go out of my way to ensure that my clients have achieved what they were promised by understanding each of their individual needs and wants before providing them with a one-stop solution that is easily attainable and realistic.

I am now a well-esteemed financial manager who patiently strategizes and guides both new and experienced advisors under my tutelage. With that, I have achieved a great record of developing successful mentees and advisors in my company.

IDENTIFY threats and opportunities to build your portfolio

ENHANCE assets & REDUCE liabilities

PLAN out and PROTECT your wealth for your loved ones

What to expect at the end of our session:

A customized solution that is easily achievable

A surefire way to grow your investment portfolio

A comprehensive review of your financial situation

Testimonials

Hear what my beloved clients have to say

Johnny is very helpful and a knowledgeable manager. He is always helping the team to grow inherited a very small team with very low activities and sales. In his first few months, he spent a lot of time trying to help each one of us and customised the training to ensure that we are competent in our work and ability to serve and assist customers in their insurance planning. Through his hardwork, he led us to amazing results and even outperform our previous peak. He taught us to respect and serve every customer with care and empathy. He trust and taught us to live each day fruitfully and took good care of us when we are feeling down.

Cindy Liu

Top Producer

Johnny is very sincere, thoughtful and a professional advisor. Throughout the whole financial planning process, the advice that he has provided was always practical and straightforward. Everything was transparent and I understand my previously purchased plans better even though it was not sold by him. Not only were his analysis and comparisons thorough, he uses clear strategies which is very helpful on what we should and should not do. We are pleased to have him as our advisor and fully trust our retirement planning to him.

Matthew Tan

Project Manager

I went into the branch to understand my previously purchased policy and submitted a claim. Johnny proactively approached me and assisted me with my request. He was very caring and thoughtful to my needs. I was highly impressed by his knowledge of the products and industry. His ability to analyze my financial situation and planning made obvious of his commitment to his client.

He is truly an asset to the company.

Annie Teo

Director

Always striving to be better, Johnny is someone who seeks excellence in all that he pursues in .

The determination to succeed is evident as he fights for your right. For Johnny, it's always a win-win, never a win-lose. He constantly delivers top-notch quality advice and recommendations to his clients and ensures that your needs and interests comes first.

On the contrary, his humility makes him someone down-to-earth and a pleasure to work with - as a colleague or as a client.

Nurul Fatin Syazwani

Trainee

I was introduced to Johnny by a friend who have previously did a financial planning session and bought from him. Johnny brought me to his office and I sat down with him to do a full financial planning. I was impressed with his professionalism and his knowledge about the different life stages and needs required. He shared many insights of things ahead and proposed careful preparations for it. He recommended some retirement products in line with my goals and budget which gave me great confidence for my wife and my retirement years.

I will truly recommend him to my friends who need his services. I trust him for his insight, knowledge and passion to provide his clients with the best wealth management service possible.