Growing up in a middle-class household, I gradually realised the need for financial independence, and saw the impact I was able to deliver as a competent advisor after seeing the personal finances of some of my older friends. I realised that they needed someone reliable to support them, by providing financial advice in a holistic manner.

Having the ability to impact a person’s finances positively was an attractive aspect of this job that I was able to fulfill, while also being financially competent myself.


Adapt and learn wherever you go.

I’m able to expand my horizons and capture 5 years of learning and progress into 1 short year, by compounding my interest and knowledge in investments with my knowledge of the finance industry, complemented by my skill sets.

I come from an engineering background, so I was trained to be highly technical and analytical. Since taking on the role of a financial consultant, I’ve been able to advance and equip myself further, and now I can independently manage multiple financial portfolios and improve my clients’ financial standings.


Nothing can beat the human touch.

I believe that we, as financial consultants, are enablers and observers for a person’s finances. A computer can only go so far to explore certain gaps, and the human element of understanding each client’s personal financial objectives and requirements is understated. After all, most of my financial portfolios are constructed with the right amount of empathy and logical reasoning in order to let my clients have the confidence to execute on their ideas. A financial consultant is an architect in constructing financial buildings for each client’s unique situation.


Being in a state of discomfort will pay off.

It’s been a challenge trying to find like-minded individuals who are willing to take the hard route, and be in a state of discomfort. Younger individuals these days don’t see the merit of putting in their dues, and oftentimes choose the shortest way to success. I believe in frontloading and putting oneself through turbulence in life, with the right amount of grit and desire.

After all, we are all students of life, and the person who assumes to be a master has no room to improve. We should have a willingness to humble ourselves at every stage of our careers. I strive to be a guiding beacon for my clients, such that I can guide their life compass and journey with them.


AIA FA Prestige Titanium Club 2021

Million Dollar Round Table 2021

International Dragon Award 2021 – Bronze Dragon Award (Agent Category)

100 IDA Team Award 2021

Certified Estate Planner (CEP)

Associate Estate Planning Practitioner (AEPP®️)

Master Fund Advisor (MFA)

Holistic Estate & Legacy Planning (HELP)

Associate REIT Investment Advisor (ARIA)

Wealth Management for Wealthy Clients (WMWC)

Institute of Banking and Finance Qualified (IBF Qualified)



Through speaking with Jared, my financial future is clearer. I realised that I might not be able attain the goals that I initially wanted even with strict spending. I felt like this was one of the most clear and in-depth planning session I have went through with a financial consultant, I did not expect that I could plan so far ahead with Jared’s advice. I highly recommend that people speak to Jared just to be certain of their future!


I felt like working with Jared allowed me the ability to plan for the long term and also showed me the urgency of getting onboard so that my retirement can become a better one such that I will not be the sandwiched class. I discovered how much I need for my retirement and what I could do with my current and future funds to facilitate my retirement. Compared to previous financial consultants I don’t think I have ever experienced something so detailed where my consultant illustrated this with clarity. Working with Jared exceeded my expectation I definitely recommend him to the people that want a reliable consultant.


I felt like Jared was able to show me all the available options at my current situation and help plan with accuracy on my financial goals. Working with him made me realised that I have really bad spending habits and I was able to receive proper advice to correct and improve my spending habits. Compared to other consultants, it was not pushy and he really took the time out to analyse my financial situation and come up with specific recommendations. After the session I had clarity in my financial situation and would definitely recommend my colleagues and friends to seek proper advice from him.


Working with Jared I felt like the part about addressing the issue on inflation and also how Investments can tackle certain financial problems that I have, through this meeting with Jared I also understood the need to invest as soon as I get my income as I can more efficiently allocated monetary resources. Compared to previous consultants I experienced, it was clearer to understand certain scenarios and how they play out for my finances. It was a really good experience and he met my expectations from where I first got to know of him. I would really recommend him to people that want a competent consultant.


Meeting up with Jared through Social Media, I felt like the most beneficial thing I got from the session was to look at projections from investment calculations and also that the more time I waste in not investing I actually gave up opportunity cost of growing my money. Before this session I was mostly waiting and not actually not acting on my thoughts, even though I knew it was important. Compared to the other consultants I have worked with previously, the other sessions was underwhelming compared to having a session with Jared and the information I learnt from him. Jared took the time to actually explain in layman term complex jargons. I initially expected surface level concepts, but got a lot more than I thought I would receive. It was motivating and insightful. I highly recommend Jared to my friends!

Get in Touch

I look forward to your enquiries and appointment.
Please leave your contact details and message for me below.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

For general enquiries:






1800 248 8000


To learn more about us, visit