“What doesn’t kill you makes you stronger.”
I started my first financial plan since Army through my advisor, Leo Tan. His passion and willingness to go the extra mile was what inspired me to join him in Win Financial. I aimed to embody the dedication he has for his clients and to meaningfully impact the people around me. I went through an intensive 8-week training and through the seniors, I learnt that good financial planning starts from a good understanding of the client’s situation. I look forward to becoming as successful as Leo. Aside from being committed to my job, the time flexibility of my career allows me to play the drums and remain active in the local music scene.
“Jack is like a brother to me. He is a down-to-earth guy and I can feel that he genuinely cares for his clients’ well-being. He constantly updates me with market changes, and I feel comfortable entrusting my investment planning with him while I focus on my career at hand.”
-Rubin Tan, Tuition Centre Director
“As a young adult, I am thankful to have started my financial planning journey early. Jack is the ‘hotline’ to all my financial queries. His vast knowledge ranges from investments to economic changes which makes him the go-to person should you have any finance-related questions. Thank you, Jack!”
-Clement Yeo, National Serviceman
“I have always had bad experiences with Financial Advisors. However, Jack always goes the extra mile to serve his clients. Whenever there are issues, he is always contactable and addresses all my concerns. I would not hesitate to recommend Jack to anyone looking to do Financial Planning with a caring advisor.”
-Wayne Nua, Paramedic