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Anonymous
Would be helpful if you can share if you have certain expertise, your value add compared to other advisors, your style of advising clients (i.e. how would the typical consultation process be like, are there regular check-ins). :)
(not looking for IPLs)
Thank you!
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Jonathan Soh
29 Jul 2020
Wealth Manager at Aviva Financial Advisers
Hi there. You will probably want to get in touch with advisers who can represent multiple companies like myself, with no disrespect to the other very experienced and knowledgeable advisors in this thread.
I represent 9 major insurers like Aviva, NTUC Income, AXA, Manulife, etc. Being able to recommend from a wide suite of products means I can bring more value add to you. I have been in the industry for many years now and currently manage the portfolios of over 400 clients. My approach is holistic and not product based. I compare myself to a financial family doctor. I understand the problems fully before prescribing my 'medicine' and make sure the families I cover stay financially healthy for as long as possible. It's a journey we are all taking together.
I also cover general insurance like motor, travel and home, and also company insurance for employees. You can say I'm a one-stop solution).
Do have a casual chat with me here if you like to find out more.
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Hey there!
Trust is really the key here. I believe in objectivity and honesty in planning. Also, fi...
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