Our Team

Achievements

Jerome Chan | Financial Consultant

With a strong foundation in B2B technology and client servicing, Jerome Chan brings over eight years of experience working with top-tier clients in the tech industry. Now a dedicated financial advisor, he applies the same principles of trust, clarity, and strategic guidance to empower individuals in their financial journeys.

Jerome is passionate about helping clients gain confidence in managing their wealth, ensuring they make informed decisions that align with their long-term goals. His approach is deeply personal—one rooted in genuine care and a commitment to creating positive financial outcomes. A client once shared how his guidance transformed their financial outlook, reinforcing Jerome’s belief that financial planning isn’t just about numbers; it’s about enabling a more secure and fulfilling life.

Beyond his professional role, Jerome enjoys traveling and cherishing time with his family, embracing the balance between personal and professional growth.

Jerome has been instrumental in helping me manage and grow my portfolio with clarity and confidence.

What sets him apart is not just the technical expertise, but the thoughtful approach to aligning financial strategies with my personal goals. I trust him to provide sound advice and act in my best interest-something that’s incredibly valuable in today’s fast-moving environment.

Kee Kirk Chuen

Head & Well-Being, Temasek Foundation

Jerome has been an exceptional financial advisor.

What sets him apart is his genuine care and commitment to truly understanding his clients. He lives by the principle that we were given two ears and one mouth for a reason-he listens attentively to my concerns, respects my boundaries, and creates tailored financial plans that suit my individual needs.

What impressed me most was how he went the extra mile to review my existing policies, ensuring everything was aligned and nothing was overlooked. His thoroughness gave me great peace of mind

I also deeply appreciate the two-way conversations we have. It’s not just about numbers — it’s about trust, understanding, and shared goals. I’m grateful to have Jerome guiding me through my financial journey.

Goh Ming Hui

Lead Principle Technologist, Shell Singapore Pte Ltd

Working with Jerome has been an exceptional experience. As someone who has worked with several financial advisors over the years, I can confidently say that he stands out for his depth of knowledge, strategic thinking, and genuine care for his clients’ long-term goals.

Jerome took the time to understand my complex financial situation and structured a tailored plan that aligned with my investment priorities and retirement planning needs. I particularly appreciate the transparency and proactive communication. It’s rare to find someone who combines technical expertise with such a high level of trust and professionalism.

Javin Goh

Senior Vice-President, DBS Bank Ltd