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)

Every client is unique. My goal is to craft bespoke financial solutions that align with individual aspirations.

My experience spans working with fresh graduates to seasoned entrepreneurs and high net worth individuals.

It's not just about wealth creation or preservation for me. I prioritize understanding and meeting the distinct needs and dreams of each client.

A call at 4 am will forever be etched in my memory. The anxious voice of my client's wife, with her husband suddenly hospitalized and her unfamiliarity with his insurance specifics, was palpable. Without a second thought, I made my way across Singapore to their aid. As I provided the needed information and witnessed her distress morph into relief, I was powerfully reminded of why I chose this profession. It's moments like these, where I can offer solace during a family's crisis, that make every challenge worth it.

When I'm not working, I love playing basketball. It keeps me fit and clears my mind. I'm also learning about stock trading, which challenges me in new ways. But above all, the best times are spent with family, friends, and my girlfriend. We enjoy dinners, movies, playing mahjong, or just chatting and laughing together. It's these moments that truly make my day.

The GEM Team exudes an energy that's both exhilarating and supportive. Surrounded by such adept professionals, I'm constantly inspired to up my game. But it's more than just the competition; it's the camaraderie, the mutual respect, and the collective drive to excel that truly makes GEM feel like home.

"Always remember, it's not just about earning. It's about smartly managing, wisely investing, and consistently growing your wealth. And that journey? It starts today."

Associate Estate Planning Practitioner

I met Zack in 2019 when I was looking to get a term life insurance policy. From then on, he is my only trusted financial consultant. Even though I never asked for anything from him, he has always taken the initiative to review my policies and ensure that I am well protected with the correct plans available. I like that he suggests policies and plans that he believes in or has personally invested in. He makes sure that his presentations are not full of technical/ financial jargon for the layman and are easy to understand. I highly recommend Zack as he is one of the best financial consultants out there with my best interests at heart.

Cherie

Trainer

Zack stood out among other financial consultants because of his ability to find affordable coverage plans that fit my budget. He's direct, cuts to the chase, and understands my needs. He quickly analyzes my situation and provides updates even when further research is needed. I met him during national service, and I'm confident he's the kind of advisor everyone wants. I highly recommend him to my network!

Ding Yuan

Insurance Back End

Zack went above and beyond as my financial advisor. We're schoolmates, so trust wasn't an issue, but he truly impressed me with his detailed and honest explanations of different policies. He cuts through the jargon and makes everything easy to understand. Plus, he follows up promptly and keeps me informed. I wouldn't hesitate to recommend him to anyone looking for a trustworthy and straightforward financial consultant!

Wei Lun

Self Employed

I initially met Zack on Instagram, which felt like serendipity as I was considering investments. While online connections can be risky, Zack's professionalism and knowledge quickly built trust. He wasn't pushy like other consultants, but rather comfortable, reasonable, and persuasive.

What truly impressed me was his personalized approach. He didn't just offer generic products; he created presentations, analyses, and advice tailored specifically to my situation. He openly discussed benefits and potential pitfalls, ensuring I fully understood the risks and rewards.

Zack's communication is fantastic – professional, concise, and easy to grasp. He readily answers questions and provides prompt, accurate advice. Without a doubt, I'd recommend him to anyone seeking a reliable and trustworthy financial consultant who prioritizes your individual needs.

Zhang Junyao

Preschool Teacher

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