After being in the marketing industry for about a year, I realised that my growth turned stagnant, and I wanted to achieve more and become someone my parents could be proud of. With ageing parents who are retired, I knew I had to do more and achieve more in the shortest time possible. Hence, I decided to take the leap of faith in this career, which changed my life for the better.

Don’t believe the stereotypes.
Many people have this preconceived notion that being a financial consultant means losing friends, but instead, it has given me the chance to reconnect with friends whom I haven’t spoken to in a long time, and who have eventually become part of my support system in this challenging career.

A long-term journey of building relationships and learning more.
Coming from a humble family, my parents were never financially well off. This industry allowed me to spend more time with them, and provide my family with a better life. Without this line of work, I would have never realised the importance of insuring myself and others! In my short 2 years in this industry, I realised the most important part of financial advisory is learning how to break down complicated financial jargon into simple, layman concepts for our clients to understand. This is our responsibility and goes a long way to building lasting relationships with our clients.

Financial advisory is not without its challenges.
Despite the benefits of having a financial consulting career, the biggest challenge is helping your clients see past the stigma and stereotypes of the industry, and help them realise the potential they can achieve with the proper guidance and advice. Accountability to our clients, and perseverance and hard work are what will help them get past these obstacles. I’m a problem solver, but also a friend to my clients, and I am someone who will always be there for them in times of need.


AIA FA Prestige Club (Titanium) 2024, 2023, 2022 and 2021

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

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


Samantha Yeo

Jingyi is a financial advisor who will go the extra mile, and she celebrates every occasion with me and my family. She feels like a family member to me. As a client, I feel that she genuinely wants to help the people around her. In the spirit of wanting to help, it gave her the courage, motivation and strength to extend the help beyond her close circles. Time to time, Jingyi will set aside time to educate my parents on financial and retirement matters. She’s someone who genuinely wants the best for you and your family, and people like this are hard to come by. I’m truly blessed. Thank you Jingyi greatly appreciate it!

Adeline Goh

Personally, what drew me to settle with Jingyi as my FA is her solid mindset to the industry.  She is equipped with earnestness to service and bring financial stability to her clients and I can see her as a trusty adviser that will look over my family and I for a long time. Jingyi is a responsible and sincere FA that truly helps her client with financial planning customised to their personal needs and preference. As she oversees my entire family’s portfolio, I have benefited from her experienced opinions on my parent’s coverage. I feel assured and in good hands that my family is well covered. Determined to provide her clients the best service, she is not afraid to go the extra mile to ensure that we are knowledgeable and updated of the revisions in policies. My family is also often pleasantly surprised by her seasonal greeting goodies, treats – one we don’t expect on top of her already exceptional service. We value her not only as our FA but a dear companion as she has went the extra mile to build an incredible relationship with my family.

Regina Tan

Knowing that Jingyi joined AIA as an advisor, I requested her to take over my endowment plan as she is one of the most responsible individuals I’ve known. She was extremely patient, and took the time and effort to know my financial needs. She is always quick to reply to all my needs, be it helping me to build my portfolio or helping me to submit my accident claims. Jingyi is passionate about what she does. She consistently update her clients with the latest financial news, and even go the extra mile to break down financial jargons such that it’s easier for a layman to understand. She never fails to offer sound and practice advice when needed. I am extremely grateful to have her as my financial advisor, and my friend.

Avery Goh

Jingyi is an agent who is very professional in her work and had provided very valuable advises for my financial planning. She is always ready to help and go the extra mile to fully understand my financial situation before providing the most appropriate solution. She is not just a good financial planner but she is a good friend as well! I have grown to accept that Jingyi does not do that for me just because of our friendship that goes many years back but attributes to her excellent service, perseverance and professional drive.

Marissa Lee

Jingyi is dedicated and meticulous in her work and service. She takes the time to listen to my needs attentively, providing practical solutions with adequate insurance coverage. Even during odd hours, Jingyi is contactable. She is timely with her follow ups and review. To achieve such results in a short period says a lot about her hard work and effort. As a client and friend, I’ll continue to highly recommend her to my peers.

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