Thank you for signing up for your personalised financial consultation.
Please give me some time while we review your application. I will contact you within 1-2 working days upon your successful application. Here's what you can expect from our conversation next:
- I will help you map out your financial journey and recommend solutions based on your life changes and progress. For example, if you are a pre-retiree, I will go through how we can implement a strategy that complements your CPF Life. I will also share the risks and costs involved.
- I may ask you some questions such as your retirement goals (i.e. how much do you aim to have for retirement), liabilities, assets, existing insurance coverage (to see if you are over/under-insured), existing investment portfolio and risk profile.
Do be assured that we adhere to PDPA requirements and MAS Standards of Conduct for Financial Advisers and Representatives. Everything that you share with us will be kept strictly confidential.
Meanwhile, you can read below to see what I have achieved for my clients and understand more about what I can do for you.
See you soon!
– Jasmine
Here’s how I helped George to optimise his portfolio
George, Managing Director of an e-commerce firm
Before getting to know me:
- George had taken up a $2 million premium plan with a leveraged annuity from the bank.
- This annuity comes with a USD interest rate.
- George was afraid of the interest rate hike as well as potentially over-leveraging.
- He was unsure if he could pay off the loan in the short term, especially if the interest rate rises.
- Although he was keen to invest, he does not know which funds he should invest in
- He also does not want to spend too much time figuring out what to do.
After I understood George’s concerns:
- I helped him invest in funds that can potentially achieve annualised returns of 10%, to offset the risk of an interest rate hike.
- I also advised him on what he could do in order to withdraw profit from the investment (whenever necessary) to pay off the loan or interest rate hikes.
- That way, I helped him grow his wealth holistically and managed his risks
- He appreciated and greatly valued this help and advice, which he previously did not receive
- George also subsequently referred his wife to me to help her invest her retirement portfolio monies.
Here's what my clients have to say
Of all the financial advisor representatives I have met before, Jasmine is truly one of the most impressive in terms of knowledge, professionalism, eloquence, sincerity and her strong power of perseverance and tenacity. I met her on 4 occasions, and each time, Jasmine was full of zest and positive energy. She would patiently and painstaking go through the fine print over and over with me because I was repeatedly seeking clarification. I am also very impressed as she knows the product she is selling inside out. She is tip precise.
Kris Leong, Manager for a condo property developer
Jasmine has been very efficient and professional in helping with my financial planning. What I really appreciate is that she makes sure I understand the details of the financial analysis and never use complicated jargons. Details are presented clearly and concisely so that I can easily understand the schemes and plans that I am getting. Jasmine is also not pushy and gives me time to consider and decide what is suitable for me. Appreciate her professionalism!
Grace Heng, Veterinary Surgeon and Clinic Owner
Jasmine has excellent product knowledge and is highly responsive even when I have many queries.
Miss Ang, Retiree
Jasmine is always responsive in answering any questions we have, providing accurate facts and figures for all investments recommended. When it comes to the administration of funds and paperwork, she is definitely someone who is dependable and gets it done with timely updates. We would recommend Jasmine if you want to grow your wealth with a peace of mind and be exposed to exciting new investment opportunities.
Kenny Koh, Product management manager in an engineering and electronics firm
Jasmine is very professional and drew a bigger picture for our investment. Nobody has ever done that for us. We were very at ease with her, even during our first meeting. We have met many other financial advisor representatives before Jasmine, but none has made us that comfortable and confident with leaving our lifelong savings with them. Jasmine has also opened our eyes to many investment options and retirement concepts. She is very knowledgeable in her field and also very quick in administering her work.
Richard & Boyi, Licensed Aircraft Engineer and Personal Assistant in an investment company respectively
I was really impressed during our first meeting in Oct 2018 when I responded to your advertisement on Facebook. Your knowledge of the product was clearly outstanding. You explain it very well and thoroughly. You were outstanding in your product knowledge. I was pleased that you were not hard selling but had the patience to give time for consideration. Much appreciated for your regular follow up to ensure I understand the product clearly. I was extremely satisfied with your services and will strongly recommend you. Wish you success in all your dealings!
Victor, Sales Regional Manager in manufacturing industry
Jasmine is professional in her undertaking and understands her products well. Based on your financial abilities and needs, she will recommend you what is most suitable for you. She is also approachable and patient, and will explain and compare the products and strategies until you have fully understood them. We trust Jasmine and have great confidence that she will manage our funds well. Hence, we have signed up for a few ongoing policies with her.
Dominic & Carissa Chiam
Like these clients, I can help you achieve your financial goals and potentially retire 10-15 years earlier.
Retire like the top 1% with a 6-figure retirement fund.
Services I provide to my clients
- Wealth Accumulation: Retirement planning, growing passive income, investment planning, etc.
- Wealth Protection: Health and life insurance, critical illness plans, long term care planning, mortgage term planning and more.
- Wealth Preservation: SRS investing, other capital preservation strategies
- Wealth Distribution: Legacy planning, distribution of wealth, estate planning and more
However, we might not be a good match if
- You are just window-shopping and are not sure if you really want to work with me.
- You would rather DIY your own investments using your own plan.
- You are looking for the cheapest rate in investing. My rates are not the most affordable, but you can guarantee the best services from me.
- You are looking to get very high returns in a year with 0 downside risk.
- You want to be a long-term investor, but are anxious about checking the stock market every day and can’t hold out in the bear market.
Frequently Asked Questions
How different am I from others?
My clients really appreciate that I’m able to empathise with them and understand their needs, so that I can work out a strategy catered to their needs. Based on my experience working with more than 100 mass affluent families, I will be able to understand what you need to reach your financial goals.
Keen to grow multiple passive income streams and retire like the top 1%?
Get a complimentary financial consultation session (worth $1,000). By application approval only.
Disclaimer: Figures and case studies mentioned are for illustration purposes only. Past performance is not necessarily indicative of future performance. Performance will vary based on the product chosen and the risk profile of the individual investor. Please seek advice from a Financial Adviser Representative before making any investment decisions.
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