Making an Impact to your Financial Future

My Story

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!

How You Can Benefit

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.

Achievements & Qualifications

Service Mark
2013-2018
Chartered Financial Consultant (ChFC/S®)
2018
Associate Estate Planning Practitioner AEPP®
2019
Million Dollar Round Table (MDRT)
2021, 2022

Videos

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Testimonials

    Tools
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    Tel: 96825719 / Email:

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