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About

Get to know about us in depth.

Hi, I’m Zu Wei Ren

My Story

Since 2016, I’ve been in the finance industry, drawn in by a love for numbers but soon realizing that it’s just as much about people — their dreams, challenges, and aspirations. Every client I’ve met has a unique story, and I’ve had the privilege of walking alongside them, offering guidance through life’s financial decisions.

Each year has brought its own challenges and lessons, but what truly makes this journey fulfilling is witnessing the real impact of careful planning. Seeing a young couple secure their first home, a parent confidently plan for their child’s education, or a business owner build a lasting legacy—these moments remind me why I do what I do. The trust my clients place in me is something I deeply cherish, and being part of their journey, through every milestone and setback, is what makes this career so meaningful.

More About Jacqueline

Jacqueline was also been featured on:

Asia Advisor Network, iFast TV & Business Times

Awards & Accolades

Certified Financial Planner ™
Member of Million Dollar Round Table ®
Court of the Table Member of Million Dollar Round Table ®
Platinum Club of Professional Investment Advisory Services (PIAS)

My Specialities

Investment Planning

I guide clients on where to invest their money for growth.

Protection Using Term Plans

I believe in giving people safety nets. Term plans offer this without breaking the bank.

Simple Explanations

I aim to make financial advice easy and clear, so everyone gets it.

Client-Centered Approach

Each person's needs are unique, and I'm committed to finding the right solutions for them.

Q&A with Wei Ren

Do you have a heartwarming or unforgettable moment with a client you'd like to share?

There was a time when a client came to me, overwhelmed by the myriad of financial decisions he had to make. By breaking down the complex terms and tailoring the advice to his situation, I could see the weight lifting off his shoulders. That look of relief and gratitude on his face reaffirmed my decision to be in this profession.

Away from the spreadsheets and financial plans, what are your go-to activities or passions?

I love playing basketball. On the court, I forget about everything else. It's not just the game; it's the fun times and laughs I share with my friends that make it special.

What makes the GEM Team feel like home to you?

To me, the GEM Team is more than just colleagues. They're like a second family. We don't just work together; we care for and celebrate each other. We learn together, cheer on each other's achievements, and have fun along the way. It's this bond and the warmth in our team that makes it feel like home every day.

If you were having a casual coffee chat, what's the one financial tidbit you'd share with a friend?

I'd tell them, "Keep money matters simple. Know what you want, get good advice, and you'll be just fine. Remember, it might look tough, but with a little help, you can handle it."

Awards & Accolades

Associate Estate Planning Practitioner
MDRT 
2025
PFPFA Quality Club 
2024

Education

RMIT University

  • Distinction in Bachelor of Business
  • Oberall Top Student of Cohort
  • Overall Top Student in Finance Specialisation

Banking Industry

  • Citigold Relationship Manager - Citigold and Citigold Private Clients
  • Top Senior Mortgage Specialist - Citigold and Citigold Private Clients
  • Consistent Top Performer who won awards like Prestige Award, Quarterly Top, Yearly Top
  • Citibank Champions Forum - Top 1% of Citibank Asia Pacific

Financial Advisory Industry

  • Court of the Table - COT ® 2022, 2021 (Total 7 rounds of MDRT attained)
  • Million Dollar Round Table - MDRT 2020, 2019, 2018
  • Platinum Club - PIAS’s highest form of recognition
  • Certified Financial Planner CFP ® - FPAS
  • Estate Planner - Precepts Legacy Pte Ltd

Hear what our clients are saying

I had the pleasure of working with Wei Ren and cannot speak highly enough of his expertise. His in-depth knowledge of financial markets and astute investment strategies have yielded remarkable results for my portfolio.
What sets him apart is not just his financial acumen but his dedication to helping clients achieve their financial goals. I wholeheartedly recommend him for anyone seeking outstanding financial advice.

Chee Sze Kiat
Engineer
Choosing Wei Ren was one of the best decisions I made for my financial future. His approach is refreshingly personalized – he took the time to understand my unique financial situation and aspirations. The guidance provided was not only insightful but tailored to align with my goals. His commitment to client success is evident, and I am grateful for the positive impact he had on my financial journey.

Khor Jun Xiong, Eric
Recruitment Manager
Trust is paramount when it comes to financial advice, and Wei Ren has earned mine unequivocally. His transparent communication style and commitment to ethical practices instilled confidence from our very first meeting. I appreciate the honesty and integrity he bring to every aspect of financial planning. If you're looking for a trustworthy advisor who truly has your best interests at heart, look no further.

Ang Zheng Kai
Engineer
Navigating the complexities of finance can be daunting, but Wei Ren has made the journey remarkably smooth and easy to relate. His accessibility and willingness to patiently explain intricate financial concepts have been invaluable. It's evident that he genuinely care about the clients' understanding and comfort. The support and guidance I've received have not only fortified my financial standing but also empowered me to make informed decisions. A truly positive and empowering financial advisory experience

Tan Siew Hui
Aesthetic Branch Manager
Working with Wei Ren has been a transformative experience. What sets him apart is his proactive and forward-thinking approach to financial planning. He don't just react to market changes; he anticipate and strategically plan ahead. This foresight has not only protected my investments during challenging times but also positioned me for long-term financial success. I highly recommend him for his strategic acumen and proactive guidance.

Yong Mai Fong
Sales Manager
View More Testimonials

Hear what our clients are saying

  • Hayley is truly a caring and helpful person as a friend. She is also professional in her job and responsive as a financial advisor. Moreover, she will propose plans and solutions according to my financial situation and budget. I will highly recommend Hayley not only because of her good qualities she has, but she is also able to provide comparison services across different companies.
    Evonne Tan
    Purchaser
  • Prompt, precise, friendly, and approachable - these are the best words that I would describe Hayley since she had been my financial advisor since 2017. Patient whenever I have any queries on any policies and always keeps me up to date on my portfolio. I am assured to have her helping me with my financial planning for my retirement.
    Khairul Azhar
    Senior Operations Executive
  • I have known Hayley for more than a decade and since our teenage days, she showed lots of care and concern whenever I was down emotionally or financially. I am a person who likes things to be straightforward and direct, don’t like lengthy conversation, and she was able to meet all my requirements and standards and I am very grateful for that. She is also willing to go the extra mile in helping my family out sincerely and genuinely. She gives great advises and always keeps me updated. I dare to vouch for her that is a great adviser and friend.
    Roston Lim
    IT Analyst
View More Testimonials

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