My parents knew the importance of financial literacy, and I saw how they were able to enjoy semi-retirement in their late 40s. Through them, my interest in anything finance was ignited. I joined the financial advisory industry in 2022 with the hopes of sharing my knowledge and ideas, with the rest of Singapore, and for the betterment of Singapore. I hope to become a shining star in the darkest days of my clients and loved ones.

Achieving MDRT in my second month of the business is a testament to the good faith, support, and love I have from those around me, and remains my proudest moment in my career. The desire to become a better and more capable son to my parents has always been the driving force in my work while my greatest inspiration is my executive director, Yong Guan. Being the youngest Executive Director in AIAFA, Yong Guan has inspired me to work towards achieving even greater heights in this career, coming in as a 21-year-old.

Being a FC has added value to my own life in tangible and non-tangible ways. It has allowed me to make so many new friends and forge so many wonderful bonds and memories with those around me. I believe this is an evergreen role because it involves me making it work for myself. It is a career which relies solely on merit, and merit is un-ending when one puts their mind and spirit to undertake it.

When recruiting new talent, I look for the belief in oneself that they can move mountains, despite the backgrounds they may come from. The stigma & entrepreneurial aspects of this job can be quite daunting to some so I find like-minded people who have the perseverance and grit to overcome these.

In this industry, loyalty would be the most important trait. Loyalty to a cause, to a client, and our work, will make the career all the more fulfilling and eye-opening. Learning to have more patience will also make this industry work in your favour.


AIA Centurion Club 2024

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

AIA FA Prestige Club (Titanium) 2023

Million Dollar Round Table 2024 and 2023

International Dragon Award – Bronze Dragon Award (Agent Category) 2024



Jordan has helped me understand more about the importance of financial planning and why we should start planning early. Despite being relatively unaware of most “financial terms”, Jordan was patient and took the time to explain everything in detail to me and also related many of the benefits to my personal life. Despite not really knowing what I wanted initially, he laid down the crux of all the possible investment plans that I could embark on and helped me decide on a plan that would work best for me and my lifestyle. He also cares for the wellbeing of my family and never fails to share about strategies that are beneficial to me and my family. If you’re just starting on your investment journey/finding a way to plan for your future, I would really recommend having a chat with Jordan.


Jordan is a sincere and receptive listener, and always gives the best advice with regards to how I could improve my finances. He helped me plan my monthly allowances such that it will bring me the best value in terms of everyday spending and saving/investing for the future. I am very happy with the service that he provides, as he is very quick to respond whenever I have questions about my finances. I am extremely grateful to have him as my FA.


I’ve always had a negative impression of financial consultants, believing that they follow the typical stereotypes of being “money-hungry” etc. However, I’m glad that I was proven wrong by Jordan as he really put in a lot of effort to help sort out my and my partner’s finances, as well as assist us with our respective families’ financial situation as well.


Jordan has been a great help on my financial planning journey. Being a seasoned client of many previous FAs, I was very confident that I already had all bases covered. But Jordan was able to find areas where I wasn’t as protected as thought. Kudos to him for all the backend work and research before presenting a set of very useful recommendations to me. With this patience and “clients-needs-first” attitude, you are assured to be well-taken care of.

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