Family First,
Client Focused.
This Isn’t Just a Job. We Build Relationships That Last a Lifetime.
Our committed team dedicates their lives to building and developing healthy portfolios to ensure all our clients receive the finest services possible.
Our Achievements and Accreditation
9
Ranked in AIA
22
MDRT Qualifiers
4
COT Qualifiers
OUR MISSION
To Discover, Develop and Deliver
We strive to discover, develop, and deliver trusted financial services consultants to provide quality services to our beloved clients. Our goal is to groom 1 in every 5 of our consultants to be in the top 5% of the world.
Meet Our Leaders
Our leaders believe in guidance. Every team has a boss, but it takes a leader to help you achieve greatness. You’ll never see us ruling with an iron fist. We are a family.
Jeffeury Tan has been in the insurance industry for over 28 years. He leads a healthy lifestyle and possesses a positive mindset that enables him to go give his best year after year. He believes that we should not get complacent but instead, look out for opportunities to improve constantly. He also shares the importance of goal setting, which keeps him accountable and on track to doing the right things at the right time. The sense of accomplishment and satisfaction upon achieving these goals fuel and motivate him to achieve more.
Jeffeury was awarded as one of the Top 10 Financial Services Directors for three consecutive years, he credits his success to the strong and reliable team that he has built over the years.
Jeffeury aspires to groom more successful producers in the future so that they will be able to lead healthy and comfortable lives with their families.
Juanna-Gaby Fung firmly believes that the key to her success is her commitment to nurturing. She recognises that not everyone is cut from the same cloth, thus she believes that it is her responsibility as a leader to understand her team’s differences and bridge the gap. She will always take time out to understand each of her advisor’s strengths, and only by capitalising on their own individual strengths while working on their weaknesses can they become strong pillars for the team and be fully equipped to serve their clients professionally with a huge dose of empathy.
Juanna is a consistent player in the Top 10 Financial Services Associate Directors Leaderboard over the past 10 years, she attributes her continuous success to the Lord, the support from her family, and her team’s selfless contributions.
Seeing her leaders and consultants achieve their goals is what drives her to continue her mentorship role. She is thankful for her team’s hard work and trust in her and for giving her the opportunity to lead and guide them over the last two decades.
OUR BLOG
Let's talk Insurance. First, forget everything you know about insurance.
Our life insurance library is your portal to our tips, secrets and a sneak peek into our lives as Financial Services Consultants.