WHY YOU SHOULD SEEK MY ASSISTANCE:
MY EXPERIENCE MATTERS
With 6 years in finance, I'm your Financial Advisor;
dedicated to transforming aspirations into reality.
Let's build a solid foundation for your future
and take this financial journey together.
Don't Short-Change Yourself [DSCY]
My DSCY Framework empowers individuals to take control
of their financial future with personalized strategies.
I am dedicated to guiding clients on a transformative
journey toward financial stability and confidence.
EMPOWERING YOU TO BE FINANCIALLY READY
Discover the art of identifying opportunities, navigating complexities, and maximizing your financial potential.
Embrace the DSCY Framework to embark on a journey
of prosperity and abundance, leaving mediocrity behind.
WHY YOU SHOULD SEEK MY ASSISTANCE:
MY EXPERIENCE MATTERS
With 6 years in finance, I'm your Financial Advisor; dedicated to transforming aspirations into reality.Let's build a solid foundation for your future and take this financial journey together.
Don't Short-Change Yourself [DSCY]
My DSCY Framework empowers individuals to take control of their financial future with personalized strategies. I am dedicated to guiding clients on a transformative journey toward financial stability and confidence.
EMPOWERING YOU TO BE FINANCIALLY READY
Discover the art of identifying opportunities, navigating complexities, and maximizing your financial potential. Embrace the DSCY Framework to embark on a journey
of prosperity and abundance, leaving mediocrity behind.
Existing Bankers
Existing Advisors
Mid-Career Switchers
Ex-Bankers / Advisors
Market Updates
Portfolio Valuations
Adjust & Strategy
Enter/ Exit Transaction
Wills & Trust Setup
Power of Attorney
Gifting to Charity
Special Needs Gifting
Claims
Enhancements
Reviews & Summary
Premium Optimization
WHY BOOK A CALL?
Here are what Customers have to SAY ABOUT ME
JUN XIONG
We initially met through a lunch session. I had heard great things about you, and after our first meeting, I felt comfortable moving forward with you as my financial advisor. Your approach seemed personalized, and I appreciated your willingness to listen and understand my goals.
Based on our work together, I’ve felt supported and confident in your expertise. You’ve been thorough in explaining financial strategies, and I really value the way you break down complex information. I chose you because of your clear communication, your comprehensive understanding of the market, and the fact that you took the time to understand my personal financial goals and needs.
What I appreciate most is your accessibility and responsiveness. Whether I have a quick question or need a detailed consultation, you’re always there with a clear and concise answer. I also value the proactive advice you’ve provided, not just for my immediate needs but also in planning for the future.
I think your service is excellent. It’s rare to find someone who genuinely cares about your financial well-being, not just the transaction. I would highly recommend you to others who are looking for a knowledgeable and trustworthy financial advisor.
Honestly, I’ve been happy with your services so far. Overall, no complaints.
EDWARD
I am more than satisfied with Jun Jie’s service. He is a good listener and shares his knowledge on financial management which I greatly benefit from, especially the financial ruler he shared with me has a great impact on how I manage my finance and keeping track of my funds.
He shows great passion in his work, taking into consideration my financial goals in achieving financial freedom and recommended investment plans tailored to me.
He will provide advice and guidance along the way to my best interest. He is very helpful and I would highly recommend him to anyone wanting to achieve better financial outcomes.
EXPATRIATE
"extremely trustworthy and always goes the extra mile"
"recommended him...all are extremely grateful!"
WHY BOOK A CALL?
Here are what Customers have to
SAY ABOUT ME
DARREN
JJ was referred to me by my colleague to share more about investment as I am looking to diversify my portfolio.
JJ is one of the kindest gentlemen that I have ever met. He is always polite, patient and humble. At the same time, he is professional and passionate about what he is doing to help people.
I thank him for the advice shared and wish him all the best to reach out to more people.
CONSTANCE
Personally I think that Jun Jie is very approachable and is not aggressive with his product sales unlike agents from some other insurance / consulting companies.
It didn't seem like his intention from the start was not to hard sell me, but to let me understand how this product would help in managing my finances, and allow me to plan ahead of what I want to do in the future.
He was very patient and answered all my doubts and enquiries. He also offered several alternatives that I was concerned about, and I'm pretty sure not many can do this.
I think the overall experience with him was good, and is highly commendable and recommendable.
PUVANES
I am happy to provide this testimonial for Jun Jie, with whom I have built an efficient professional relationship spanning over three years. In all my interactions with Jun Jie, I have consistently experienced exemplary customer service and a collaborative working dynamic that has exceeded my expectations. I met Jun Jie through family and since our initial meeting, I have valued not only his expertise but also the genuine friendship that has blossomed.
Jun Jie provides very reliable service. My family and I have come to rely on him for his prompt responsiveness and proactive approach to addressing our financial queries and concerns. Unlike many agents I have encountered in the past, Jun Jie does not merely focus on selling products; rather, he dedicates himself to understanding our unique financial needs and preferences. His commitment to providing honest advice tailored to our circumstances and means has been a refreshing departure from the norm. Jun Jie's sincerity shines through in his recommendations, instilling in us a sense of trust and confidence in his expertise.
I appreciate Jun Jie's conscientiousness in crafting personalized solutions that align with my financial goals and comfort level. Unlike other agents who may prioritize their agendas, Jun Jie consistently prioritizes my best interests, never resorting to pushy sales tactics. His dedication to staying informed about market trends and policy changes further underscores his commitment to serving his clients diligently. I have always valued Jun Jie's insights, knowing that his recommendations are grounded in accurate information and a deep understanding of the financial landscape.
In conclusion, I wholeheartedly endorse Jun Jie for his professionalism, integrity, and unwavering dedication to his clients' financial well-being. It has been fun and exciting to work with him, and I look forward to our continued friendship and partnership for years to come.
YAOYUN
因为认识了俊杰你让我知道可以有这样形式的投资计划，让我对未来的保障不在感到迷茫，你每次会很耐心，详细地和我分析市场的状况，让我对我的投资感到非常的安心，
同时还会帮我解决不在他工作内的疑问，谢谢你的真诚和耐心
FLORENCE
Jun Jie is approachable and he always manages to answer all our queries. He is very helpful in helping us to understand our policies as well. We appreciate how responsible he is, whereby he will check in on us and provide us with what we need.
We managed to get the retirement plan we wanted after going through many different plans together.
Thank you to Jun Jie for all the sharing and follow up service.
JIM
I first met Jun Jie during the COVID period. To be honest, I was skeptical at first and even wondered if it might be a scam. But after a few Zoom meetings and conversations, I got to know him better and realized he was genuine.
At the time, my cash flow was almost zero. With Jun Jie’s guidance, I was able to restructure my insurance and investment plans. Over time, this has helped me slowly build up a more stable cash flow and improve my financial situation.
What I appreciate most about Jun Jie is his passion for helping others. I’m not very confident when it comes to investment or retirement planning, but he always takes the time to provide solutions tailored to my needs. He’s incredibly patient, sincere, and dedicated.
NIZAM
I first met JJ during his full-time national service, and over the course of two years, I got to know him well, appreciating his work ethics, character, and competency. Since then, we've remained in touch, maintaining a constant connection.
Choosing JJ as my financial adviser was an easy decision. His honesty, sincerity, and jovial character, coupled with his dedication to follow up promptly and provide sound advice, set him apart. His commitment to personal improvement, both professionally through courses and personally through fitness, reflects his dedication to excellence.
What I like most about JJ and his services is his genuine care and effort to understand his clients. As both an agent and a friend, he goes above and beyond to build meaningful relationships and add value to our lives. He prioritizes the client's interests over profit, which is truly commendable.
In summary, JJ is not just an advisor; he's a trusted friend who consistently demonstrates integrity, professionalism, and a genuine desire to help others succeed financially.
If there's anything to improve upon, it would be to continue on this path of excellence and personal growth, knowing that his clients will always benefit from his dedication and commitment to their financial well-being.
LYNDA
Jun Jie has been a very patient and a good listener towards me. He is very punctual and is always on time when we fix an appointment to discuss a retirement plan for me.
He will not hard sell but he will listen to my needs first and explain accordingly.
He showed me several proposals and explained the differences so that I can consider and decide which plan is best for me.
Keep up your good services Jun Jie.
JUN XIONG
We initially met through a lunch session. I had heard great things about you, and after our first meeting, I felt comfortable moving forward with you as my financial advisor. Your approach seemed personalized, and I appreciated your willingness to listen and understand my goals.
Based on our work together, I’ve felt supported and confident in your expertise. You’ve been thorough in explaining financial strategies, and I really value the way you break down complex information. I chose you because of your clear communication, your comprehensive understanding of the market, and the fact that you took the time to understand my personal financial goals and needs.
What I appreciate most is your accessibility and responsiveness. Whether I have a quick question or need a detailed consultation, you’re always there with a clear and concise answer. I also value the proactive advice you’ve provided, not just for my immediate needs but also in planning for the future.
I think your service is excellent. It’s rare to find someone who genuinely cares about your financial well-being, not just the transaction. I would highly recommend you to others who are looking for a knowledgeable and trustworthy financial advisor.
Honestly, I’ve been happy with your services so far. Overall, no complaints.
EDWARD
I am more than satisfied with Jun Jie’s service. He is a good listener and shares his knowledge on financial management which I greatly benefit from, especially the financial ruler he shared with me has a great impact on how I manage my finance and keeping track of my funds.
He shows great passion in his work, taking into consideration my financial goals in achieving financial freedom and recommended investment plans tailored to me.
He will provide advice and guidance along the way to my best interest. He is very helpful and I would highly recommend him to anyone wanting to achieve better financial outcomes.
DARREN
JJ was referred to me by my colleague to share more about investment as I am looking to diversify my portfolio.
JJ is one of the kindest gentlemen that I have ever met. He is always polite, patient and humble. At the same time, he is professional and passionate about what he is doing to help people.
I thank him for the advice shared and wish him all the best to reach out to more people.
CONSTANCE
Personally I think that Jun Jie is very approachable and is not aggressive with his product sales unlike agents from some other insurance / consulting companies.
It didn't seem like his intention from the start was not to hard sell me, but to let me understand how this product would help in managing my finances, and allow me to plan ahead of what I want to do in the future.
He was very patient and answered all my doubts and enquiries. He also offered several alternatives that I was concerned about, and I'm pretty sure not many can do this.
I think the overall experience with him was good, and is highly commendable and recommendable.
PUVANES
I am happy to provide this testimonial for Jun Jie, with whom I have built an efficient professional relationship spanning over three years. In all my interactions with Jun Jie, I have consistently experienced exemplary customer service and a collaborative working dynamic that has exceeded my expectations. I met Jun Jie through family and since our initial meeting, I have valued not only his expertise but also the genuine friendship that has blossomed.
Jun Jie provides very reliable service. My family and I have come to rely on him for his prompt responsiveness and proactive approach to addressing our financial queries and concerns. Unlike many agents I have encountered in the past, Jun Jie does not merely focus on selling products; rather, he dedicates himself to understanding our unique financial needs and preferences. His commitment to providing honest advice tailored to our circumstances and means has been a refreshing departure from the norm. Jun Jie's sincerity shines through in his recommendations, instilling in us a sense of trust and confidence in his expertise.
I appreciate Jun Jie's conscientiousness in crafting personalized solutions that align with my financial goals and comfort level. Unlike other agents who may prioritize their agendas, Jun Jie consistently prioritizes my best interests, never resorting to pushy sales tactics. His dedication to staying informed about market trends and policy changes further underscores his commitment to serving his clients diligently. I have always valued Jun Jie's insights, knowing that his recommendations are grounded in accurate information and a deep understanding of the financial landscape.
In conclusion, I wholeheartedly endorse Jun Jie for his professionalism, integrity, and unwavering dedication to his clients' financial well-being. It has been fun and exciting to work with him, and I look forward to our continued friendship and partnership for years to come.
YAOYUN
因为认识了俊杰你让我知道可以有这样形式的投资计划，让我对未来的保障不在感到迷茫，
你每次会很耐心，详细地和我分析市场的状况，
让我对我的投资感到非常的安心，同时还会帮我解决不在他工作内的疑问，谢谢你的真诚和耐心
FLORENCE
Jun Jie is approachable and he always manages to answer all our queries. He is very helpful in helping us to understand our policies as well. We appreciate how responsible he is, whereby he will check in on us and provide us with what we need.
We managed to get the retirement plan we wanted after going through many different plans together.
Thank you to Jun Jie for all the sharing and follow up service.
JIM
I first met Jun Jie during the COVID period. To be honest, I was skeptical at first and even wondered if it might be a scam. But after a few Zoom meetings and conversations, I got to know him better and realized he was genuine.
At the time, my cash flow was almost zero. With Jun Jie’s guidance, I was able to restructure my insurance and investment plans. Over time, this has helped me slowly build up a more stable cash flow and improve my financial situation.
What I appreciate most about Jun Jie is his passion for helping others. I’m not very confident when it comes to investment or retirement planning, but he always takes the time to provide solutions tailored to my needs. He’s incredibly patient, sincere, and dedicated.
NIZAM
I first met JJ during his full-time national service, and over the course of two years, I got to know him well, appreciating his work ethics, character, and competency. Since then, we've remained in touch, maintaining a constant connection.
Choosing JJ as my financial adviser was an easy decision. His honesty, sincerity, and jovial character, coupled with his dedication to follow up promptly and provide sound advice, set him apart. His commitment to personal improvement, both professionally through courses and personally through fitness, reflects his dedication to excellence.
What I like most about JJ and his services is his genuine care and effort to understand his clients. As both an agent and a friend, he goes above and beyond to build meaningful relationships and add value to our lives. He prioritizes the client's interests over profit, which is truly commendable.
In summary, JJ is not just an advisor; he's a trusted friend who consistently demonstrates integrity, professionalism, and a genuine desire to help others succeed financially.
If there's anything to improve upon, it would be to continue on this path of excellence and personal growth, knowing that his clients will always benefit from his dedication and commitment to their financial well-being.
LYNDA
Jun Jie has been a very patient and a good listener towards me. He is very punctual and is always on time when we fix an appointment to discuss a retirement plan for me.
He will not hard sell but he will listen to my needs first and explain accordingly.
He showed me several proposals and explained the differences so that I can consider and decide which plan is best for me.
Keep up your good services Jun Jie.
NOT CONVINCED?
MDRT Achiever
Industry Recognition of Excellence
✅ MDRT 2026
✅ MDRT 2024
✅ MDRT 2023
✅ MDRT 2022
Since joining industry in 2020, achieving this industry gold-mark 4 out of the 6 years of my journey is testament to my committment towards my career & clients..
Proof of Professionalism
NOT CONVINCED?
MDRT Achiever
Industry Recognition of Excellence
✅ MDRT 2026
✅ MDRT 2024
✅ MDRT 2023
✅ MDRT 2022
Since joining industry in 2020, achieving this industry gold-mark 4 out of 6 years of my journey is testament to my committment towards my career & clients.
WHAT MY CLIENTS
SAY ABOUT ME
LEE YIN MUN
I first got to know Lee Jun Jie through my son-in-law Lim Tau Rong who spoke highly of him as a financial adviser / retirement planner. At the time, I was looking to review my retirement planning and insurance coverage and start planning for long-term goals like buying unit trust , fixed deposits or insurance endowment for a retirement fund. We met over coffee, and right from the start, I was impressed by how genuine and attentive he was. He wasn't pushy or overly sales-driven — instead, he took the time to listen, understand my financial concerns, and explain things in a clear and relatable way.
Over the past month, Jun Jie has helped me restructure my retirement portfolio to make it less risky and more returns. He also introduced me to investment options that aligned with my risk profile and financial goals. What really stood out was how meticulous he is — he provided detailed comparisons, explained every clause in the policies, and followed up regularly to check if I had any doubts after our meetings.
What I appreciate most about working with Jun Jie is his honesty and transparency. He doesn’t sugarcoat things just to close a deal. If something doesn’t make sense for my situation, he’ll say so — even if it means walking away from a product. That kind of integrity is rare, and it’s why I trust his recommendations.
He’s also incredibly responsive. Whether I text him with a quick question or ask for a more detailed financial breakdown, he always replies promptly and with clarity. I never feel like I’m left hanging or forgotten after signing a policy
All in all, Jun Jie has been more than just an adviser — he's become a trusted partner in my financial journey. I'm thankful to have crossed paths with him and I wouldn’t hesitate to recommend him to my friends and family.
LOGEN
Jun Jie is a highly skilled and well versed individual in financial planning. During the first few stages, he went through my portfolio and was able to identify the advantages and disadvantages with substantial facts and reports.
We went though various discussions and plannings on how I should configure my current plans and the ideal steps to be taken. He is very patient and reassuring and was able to find the answers to all my questions.
Would highly recommend this individual to anyone who's interested in expanding or even understanding their own portfolio.
ALLEN GOH
As his leader since he began this career, I had the priveilge to witness JJ’s positive attitude, detailed + patient work culture emit in his interactions.
His big heart ❤️; both to people he knows & strangers alike is clearly felt & experienced to those whom chose him as their preferred partner for their financial journey and would attest to his abilities & commitments.
Always eager to improve, he continually seeks to better his own knowledge to better serve his customers’ varying complex needs to achieve the most optimal outcome for them.
This diamond in the rough has displayed nothing less than Hustle & Succeed as his core value which has led him to shine brightly in this industry.
FLO
I’ve known Jun Jie since our polytechnic days, and his helpful, empathetic, and supportive nature has always stood out to me. When it came time to reconsider my insurance needs for myself and my child, I decided to move my policy over to Jun Jie from another adviser.
Working with Junjie has been an excellent experience. He brings commitment to ensuring his clients make informed decisions. What I appreciate most is his ability to break down complex information into clear, manageable pieces, making the whole process much easier to navigate.
Jun Jie was very patient as I decided on the policy fit for my child and was incredibly responsive to my many queries, clarifying all my doubts.
Jun Jie's genuine care and dedication are evident in every interaction. He’s always available to answer questions and provide guidance, which has given me a lot of peace of mind. If I were to offer any feedback, it would simply be to keep doing what he’s doing – his approach is both professional and personable, making him a standout adviser.
I highly recommend Jun Jie to others. His professionalism, patience, and responsiveness have been invaluable, and I am confident he will provide the same exceptional service to anyone seeking advice.
MICHELLE & SURESH
I have known Jun Jie since secondary school but at a point of time we lost contact. We connected back through conversations about insurance and the different policies and coverage.
Both my husband and I really liked the approach Jun Jie took. He did not come up to us and share the policies we need. But instead he asked us what are our existing policies and what are our future plans and current needs. Based on that, he shared and recommended the policies that will benefit us for our consideration. He has never pushed us to take any policies but has always respected the decisions we took. I would also give a thumbs up to his after sale service, whenever we have any questions related to the policies and claims he always replies to us promptly. He also does check in and updates us if we have received our claims or how our investments are doing and this made us so comfortable and we decided to choose him as our financial adviser.
We have met multiple agents from different companies over the years, but one thing that stands out about Jun Jie is hearing what the clients really need and understanding the clients finances and recommending something that benefits them and their family.
Thank you Jun Jie for managing our policies and all your recommendations! We appreciate it.
BENJAMIN
Jun Jie is a very detailed and patient advisor, he will go through every single solution or proposal to tailor the best services for your needs.
I like Jun Jie's down to earth character and also his depth of knowledge on investment.
I would recommend him to anyone who is looking for someone that will plan for your retirement.
LEE YIN MUN
I first got to know Lee Jun Jie through my son-in-law Lim Tau Rong who spoke highly of him as a financial adviser / retirement planner. At the time, I was looking to review my retirement planning and insurance coverage and start planning for long-term goals like buying unit trust , fixed deposits or insurance endowment for a retirement fund. We met over coffee, and right from the start, I was impressed by how genuine and attentive he was. He wasn't pushy or overly sales-driven — instead, he took the time to listen, understand my financial concerns, and explain things in a clear and relatable way.
Over the past month, Jun Jie has helped me restructure my retirement portfolio to make it less risky and more returns. He also introduced me to investment options that aligned with my risk profile and financial goals. What really stood out was how meticulous he is — he provided detailed comparisons, explained every clause in the policies, and followed up regularly to check if I had any doubts after our meetings.
What I appreciate most about working with Jun Jie is his honesty and transparency. He doesn’t sugarcoat things just to close a deal. If something doesn’t make sense for my situation, he’ll say so — even if it means walking away from a product. That kind of integrity is rare, and it’s why I trust his recommendations.
He’s also incredibly responsive. Whether I text him with a quick question or ask for a more detailed financial breakdown, he always replies promptly and with clarity. I never feel like I’m left hanging or forgotten after signing a policy
All in all, Jun Jie has been more than just an adviser — he's become a trusted partner in my financial journey. I'm thankful to have crossed paths with him and I wouldn’t hesitate to recommend him to my friends and family.
LOGEN
Jun Jie is a highly skilled and well versed individual in financial planning. During the first few stages, he went through my portfolio and was able to identify the advantages and disadvantages with substantial facts and reports.
We went though various discussions and plannings on how I should configure my current plans and the ideal steps to be taken. He is very patient and reassuring and was able to find the answers to all my questions.
Would highly recommend this individual to anyone who's interested in expanding or even understanding their own portfolio.
ALLEN GOH
As his leader since he began this career, I had the priveilge to witness JJ’s positive attitude, detailed + patient work culture emit in his interactions.
His big heart ❤️; both to people he knows & strangers alike is clearly felt & experienced to those whom chose him as their preferred partner for their financial journey and would attest to his abilities & commitments.
Always eager to improve, he continually seeks to better his own knowledge to better serve his customers’ varying complex needs to achieve the most optimal outcome for them.
This diamond in the rough has displayed nothing less than Hustle & Succeed as his core value which has led him to shine brightly in this industry.
FLO
I’ve known Jun Jie since our polytechnic days, and his helpful, empathetic, and supportive nature has always stood out to me. When it came time to reconsider my insurance needs for myself and my child, I decided to move my policy over to Jun Jie from another adviser.
Working with Junjie has been an excellent experience. He brings commitment to ensuring his clients make informed decisions. What I appreciate most is his ability to break down complex information into clear, manageable pieces, making the whole process much easier to navigate.
Jun Jie was very patient as I decided on the policy fit for my child and was incredibly responsive to my many queries, clarifying all my doubts.
Jun Jie's genuine care and dedication are evident in every interaction. He’s always available to answer questions and provide guidance, which has given me a lot of peace of mind. If I were to offer any feedback, it would simply be to keep doing what he’s doing – his approach is both professional and personable, making him a standout adviser.
I highly recommend Jun Jie to others. His professionalism, patience, and responsiveness have been invaluable, and I am confident he will provide the same exceptional service to anyone seeking advice.
MICHELLE & SURESH
I have known Jun Jie since secondary school but at a point of time we lost contact. We connected back through conversations about insurance and the different policies and coverage.
Both my husband and I really liked the approach Jun Jie took. He did not come up to us and share the policies we need. But instead he asked us what are our existing policies and what are our future plans and current needs. Based on that, he shared and recommended the policies that will benefit us for our consideration. He has never pushed us to take any policies but has always respected the decisions we took. I would also give a thumbs up to his after sale service, whenever we have any questions related to the policies and claims he always replies to us promptly. He also does check in and updates us if we have received our claims or how our investments are doing and this made us so comfortable and we decided to choose him as our financial adviser.
We have met multiple agents from different companies over the years, but one thing that stands out about Jun Jie is hearing what the clients really need and understanding the clients finances and recommending something that benefits them and their family.
Thank you Jun Jie for managing our policies and all your recommendations! We appreciate it.
BENJAMIN
Jun Jie is a very detailed and patient advisor, he will go through every single solution or proposal to tailor the best services for your needs.
I like Jun Jie's down to earth character and also his depth of knowledge on investment.
I would recommend him to anyone who is looking for someone that will plan for your retirement.
BOOK A 1 ON 1
CONSULTATION CALL
In this call we will
UNDERSTAND
what's problem / objective
you are encountering
SIMPLIFY
the explanations of topic
knowledge & concepts
SHARE
possible actions for you to
achieve your desired outcome
BOOK FOR A 1 ON 1 CONSULTATION CALL NOW
In this call we will
UNDERSTAND what's problem / objective you are encountering.
SIMPLIFY the explanations of topic knowledge & concepts.
SHARE possible actions for you to achieve your desired outcome.