Khew Zong Jie - Financial Planning

Making an Impact to your Financial Future

Hi! This is Zong Jie

Ever since the start of his journey in Financial Advisory from 2009, he has been helping hundreds of Families, Professionals and Investors to Achieve Financial Freedom through comprehensive and holistic wealth planning.

Throughout the stint as a tied agent, he is also humbled to receive the Service Mark award for achieving a defined standard of customer service excellence. His passion in helping people and providing values also propelled him to complete his Degree studies in Traditional Chinese Medicine (TCM) from 2011-2018.

With over a decade of experience, he has helped many families, professionals and individuals take better control of their finances by reducing their liabilities and unlocking their "dead" assets through TCM way to financial planning.

If you are one of the many people that he has helped, feel free to share this profile on your social media pages so that we can reach out and impact more lives. Also, go ahead and add me to your social media pages so that he can continue to add more value to you!

Savings

The first step to good money management is to adopt the right savings habits. In the consumerist environment today, many would prefer spending money on a branded watch rather than saving for rainy days or for their financial goal. Find out from me how you can take the small step towards saving for your financial goals.

Risk Management

Some people mistakenly measured insurance coverage by the number of policies they have, but the reality is that having many insurance policies does not equate to having sufficient coverage. Find out from me if you are really adequately covered, or grossly under insured.

Wealth Growth

The power of compounding is real and the earlier you start, the better it is. Some people choose to avoid risk by keeping savings in the bank, thinking it’s a safe haven. However, if you consider inflation, savings in the bank is the place that you definitely lose the value of your money. Find out from me how you can grow your investments while managing the risk through diversification.

Portfolio Optimization

Does your current portfolio comprise of the most suitable products at the best rates for you? Many pay a higher premium for their insurance coverage than they require. Find out from me if we are able to unlock cash by reviewing pricing strategies and optimizing your existing portfolio for bigger savings.

Retirement Planning

Have you ever wondered what is the income you will be getting after you retire? I have helped many to have a clearer projection of their CPF and also to turn the dreams of their goal into reality. Find out more about how you can better prepare for retirement.

Estate Planning

Estate planning is about distributing your wealth to your loved ones in the manner that you intended when you are no longer around. Find out from me a comprehensive estate planning process through a sound combination of financial planning tools.

Service Mark

2013-2018

Chartered Financial Consultant (ChFC/S®)

2018

Associate Estate Planning Practitioner AEPP®

2019

Million Dollar Round Table (MDRT)

2021, 2022

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PS: This book serves to provide the tips and strategies on financial planning, but most importantly you need to apply and practice these strategies. Happy reading!

Friendly, personable, not transactional, build a relationship, knowledgeable, sincere,

trustworthy, someone you can trust. Responsive, plan for us catering to our needs and not pushy.

We rate him 10/10

Wee Kee and Hui Min

Scientist

Zong Jie is sincere and pays attention to listen to my financial concerns.

He is able to clarify my doubts and answers my questions in a way that I understand.

He makes recommendations based on my needs and I am confident that his financial advice is for my best interest.

I would recommend his financial advisory services to others as well.

Edmund Lim

Teacher

From an assigned insurance agent to a true friend, Zong Jie helped much beyond just a business. He recovered my confidence in the insurance agent. At that moment, my agent changed a few times within 18 months and my portfolio is left in a mess. I almost gave up with Prudential and wanted to stop buying from them until Zong Jie was assigned to me. His sincerity and personal touch impacted me to trust him. We become friends since then.

Zong Jie utilized financial/insurance products to help me plan based on my needs rather than what he wanted to sell.

Zong Jie was very helpful when I need to claim but did not know-how.

Zong Jie’s rich knowledge and experience are beyond just insurance and finance. He likes to share those and truly inspires me in many ways.

He is helping me to consolidate my portfolio and optimize for me, which is what I need exactly.

Zong Jie has been with me at every important stage of my life. He works closely with me to customise solutions for every need that my family and I have. Through his planning process, I received coverage that I would otherwise have not been able to get. I've engaged many advisors before, but Zong Jie is the only one I trust to take care of my family's financial needs.

Wang Hewei

Business IT Analyst

When I first met Zong Jie some years ago, he had been tasked to take over my little portfolio at Prudential.

I was pleasantly surprised by his sincerity and enthusiasm although it did not seem I was much of a prospect to invest in.

But he was earnest not in pushing any new products but finding and formulating my profile.

We got into an interesting and absorbing chat from which I discovered a young man who understood and possessed high values of morals and character. And he had embarked on a graduate course in TCM.

We ended that meeting without any sale but I was excited that I had come to know a young man with rare qualities such as he had.

Through the years we kept in touch and he did sell one small policy to me.

However, he was always available whenever I needed advice or opinion in insurance or finance matters.

He would get to the bottom of the issues and present the options/solutions to me.

He has never tried to coerce me to choose his option. Through the years he has proven himself to be a man of integrity and of indisputable morals and character and to be a friend rather than a financial adviser.

I am thankful for a trusted and reliable friend in Zong Jie. Will definitely recommend those who have yet to know him to engage and talk to him.

Cheng Ping

Retired Teacher

Knowing where are the AFIs and how to go about improving those areas

Not so focused on products but more on the rationale financially, before talking about possible products to meet those rationale

Heman Kwok

Teacher

straight forward diagram using a proprietary tool that provided simple and informative explanation, also help us visualize the future possible financial challenge

Bruce

Digital Media Exec

Trustworthy and the only one person to go to since knowing him in 2011. Faithful, responsible, have deep respect of human being while being humble and resilient. He shows care and concern, very knowledgeable and has customized a suitable portfolio with my best interest at heart. Highly recommended. 9/10

Dandan

Nurse

Tel: 96825719 / Email: zongjie.khew@athenabest.com

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