Our team strongly believes in sharing valuable knowledge and insights. The experienced share their industry wisdom, while the young and energetic contribute fresh ideas and perspectives. This exchange shapes how we meet our clients’ ever-evolving needs and ensure that they receive the support they truly need and deserve.
Our Founders
Jeffeury Tan
Group Financial Services DirectorSP-JTGroup
Juanna-Gaby Fung
Group Financial Services DirectorSP-GABY
Our Management Team
Tan Bee Sim
Financial Services ManagerSP-MEIXIN-JTGroup
Glenn Chow
Financial Services Associate DirectorSP-GLENN-JTGroup
Ho Jian Xiong
Financial Services Associate DirectorSP-HBO-GABY
Jack Tay
Financial Services Associate DirectorSP-JACK-GABY
Jerel Tan
Financial Services Associate DirectorSP-MAGLEV-GABY
Jeron Tan
Financial Services ManagerSP-VETRA-GABY
Our Financial Consultants
SP-GLENN-JTGroup
Amber Tan
Financial Services Consultant
Elise Ang
Financial Services Consultant
Enstein Loh
Financial Services Consultant
Kerry Choo
Financial Services Consultant
Tong Shan Wen
Financial Services ConsultantSP-MEIXIN-JTGroup
Justin Shawn Daniel
Financial Services Consultant
Koh Hui Jing
Financial Services Consultant
Muhammad Hisyam Bin Osman
Financial Services ConsultantNaabil
Financial Services Consultant
Terence Yip
Financial Services Consultant
Vincent Tan
Financial Services ConsultantSP-GABY
Charles Hui
Financial Services Consultant
Darren Ho
Financial Services Consultant
Eric Tan
Financial Services Consultant
Jessie Hui
Financial Services Consultant
Kelvin Chan
Financial Services Consultant
Nelly Tan
Financial Services Consultant
Russell Ngoh
Financial Services Consultant
Sheng Yi Xuan
Financial Services Consultant
Sherlyn Koh
Financial Services Consultant
Tan Boon Kian
Financial Services Consultant
Wong Seng Sing
Financial Services ConsultantSP-HBO-GABY
Gavin Lim
Financial Services ConsultantHo Jian Wei
Financial Services Consultant
Lim Zong Yi
Financial Services ConsultantSP-JACK-GABY
Chan Pei Sun
Financial Services Consultant
Demy Deng
Financial Services Consultant
Eunice Goh
Financial Services Consultant
Faith Lin
Financial Services ConsultantHuzaifah
Financial Services ConsultantSusan Liliyana
Financial Services Consultant
Vivien Yee
Financial Services ConsultantSP-MAGLEV-GABY
Charmain Chong
Financial Services Consultant
Charmaine Chua
Financial Services Consultant
Yue Kian
Financial Services Consultant
Gary Phua
Financial Services Consultant
Rayson Koh
Financial Services Consultant
Li Wen Bo
Financial Services ConsultantNg Renharng
Financial Services ConsultantRaynard Heng
Financial Services ConsultantKieren Tan
Financial Services ConsultantJulissa
Financial Services ConsultantSP-VETRA-GABY
Trestan Phoo
Financial Services Consultant
Wayne Koh
Financial Services Consultant
Amelia Fan
Financial Services Consultant
Do You Believe In Our Cause?
If you believe in our mission and want to play a part in educating your loved ones about financial planning, we’d love to have you on our team. Together, we can reach more people and ensure that more Singaporeans are financially protected, especially when life takes an unexpected turn.