With a background in banking marked by intense sales pressure, I embarked on a transformative journey upon leaving that environment. I was fortunate to meet an exceptional leader, my current director, who has played a pivotal role in shaping my professional identity. My conviction in the business is deeply personal, as I’ve witnessed firsthand the benefits of life insurance when my father suffered a severe heart attack eight years ago.

I have dedicated eight years to the finance industry, offering services to a diverse client base ranging from newborn babies to retirees in their 60s. My strategy emphasizes the significance of family planning and preparing financially for crucial life events such as marriage, parenthood, and pre-retirement. Specializing in Wealth Creation and Preservation, I find the greatest reward in my profession comes from providing timely support and financial relief to clients in their moments of need, reinforcing the importance of our planning sessions.

A critical piece of advice I offer to new financial consultants is the importance of maintaining the correct attitude and mindset. Success in this industry is largely influenced by one’s outlook and the company they keep. I emphasize the importance of being teachable, surrounding oneself with knowledgeable producers and leaders, and adhering to a systematic approach to remain efficient and effective.

My boss, Executive Director Matthew Chew, has been a significant source of inspiration and guidance, exemplifying the qualities I strive to emulate and impart to others.

The role of financial consultants is evolving rapidly with technological advancements. While I believe the need for a human element remains irreplaceable, it is essential for us to adapt and integrate new tools to enhance our services. The transition from paper-based processes to digital platforms signifies just the beginning of this transformation.

Beyond my professional life, I am committed to giving back to the community through volunteer work with organizations like Club Rainbow and MINDS. Supporting families of children with chronic illnesses and the intellectually disabled community in Singapore brings me immense fulfillment.


AIA FA Prestige Club (Platinum) 2024

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024, 2023 and 2022

AIA FA Prestige Club (Titanium) 2023, 2022 and 2020

Million Dollar Round Table 2024, 2023 and 2022

International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2023, 2022, 2021 and 2020

100 IDA Team Award 2024, 2023, 2022, 2021 and 2020

Associate Estate Planning Practitioner (AEPP®)

Bachelor of Commerce in Investment Finance and Economics

IBF Level 3

CEP (Certified Estate Planner)

Private Banking Certified



Working with Jonathan has been very pleasant! He gives his all in what he does, is helpful, patient and attentive in making each person that he serves feel attended to personally.


Jon has been welcoming and reliable since day 1. He’s always there when I run into problems or encounter issues regarding my policies. I have no regrets having Jon as my agent


Jonathan has been a great help, both in proposing plans that suit our needs, and explaining the ins and outs of the plans themselves. He takes a great effort in ensuring we are covered 360 in our needs, regardless of the provider. To me, Jonathan is an agent that I trust, and will always recommend him to others.

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