Prior to joining the financial consulting industry, I was a teacher for 7 years. Education is something I hold close to my heart and being a financial consultant allows me to marry both education and financial literacy together. I hope this will allow me to add value to my friends and family.


Find out what keeps you motivated. 

For me, I get my drive from seeing the joy on my clients’ faces as I help them solve their problems and issues, and identify gaps that need to be filled so that they can live each day without worrying about tomorrow.


Be professional and sincere. 

Every financial consultant should possess sincerity and a heart to help others. In the past year of my career, I found that the most rewarding aspect comes from managing my friends’ and clients’ future retirement funds and seeing them grow. Go in knowing that you want to make the lives of others better, and the results will speak for themselves.


Independence comes at a cost too.

While joining the industry has allowed me the privilege of flexibly managing my time, newcomers should realise that it also comes at a cost — without having the right discipline and mindset in managing your time well, you will hinder yourself from realising your full potential.


AIA FA Prestige Club (Titanium) 2024 and 2023

AIA FA Prestige Club (Platinum) 2022 and 2021

Million Dollar Round Table 2024, 2023, 2022 and 2021

International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2023, 2022 and 2021

100 IDA Team Award 2024, 2023, 2022 and 2021

Bachelor of Science (First Class Honours)

Certificate in Financial Needs Analysis and Plan Construction (Cert FPC)



Juan Juan is a very comprehensive FA who looks through your portfolio very thoroughly and find ways it can be improved. She also follows up promptly. She goes beyond what she needs to do, eg. share about estate planning. All in all, she is helpful, sincere and competent FA with strong communication skills and will do well in this line. Jiayou!!!


Through Juan Juan, I had a very good understanding of my current financial situation. Her explanation is clear and succinct. Services and plans were not pushed. Overall I felt that Juan Juan sought to understand my capacity first before deciding what to advise.


I have known Juan Juan since I was a kid, and she has always been a caring and sincere person. She has carried this character on to her current workline being a financial advisor, and I’m happy that I can have an advisor I trust 🙂


Juan Juan is a sincere and trustworthy agent. She listened to my needs and recommended policies accordingly. She also summarized her recommendations in a pros/cons table to help me evaluate the different options more easily. She values her clients and I appreciate her.


Juan Juan is a personal friend known 3 years ago but we did not engage much till recently. Thankful for her active help to do up my dad’s and my financial portfolio. She explains clearly to me and is patient with my blurness and slowness in understanding such stuff. Definitely hope she will follow up with me through the years.

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