APEX ADVISORY GROUP
Senior Financial Consultant
I met JiaQian a few years ago through sporting activities. We got along due to our similar passions, and started discussing financial topics, leading me to make investments through him later. I am satisfied with the investments recommended by JiaQian so far. We went progressively, one investment after another, to build a solid portfolio.
I am looking for trust and convenience, through a single adviser who can recommend and manage profitable and risk-controlled investments for the long-term financial planning of the family. JiaQian understands my needs and provides the necessary recommendations. JiaQian’s approach to advisory is transparent and he is knowledgeable; this helps to reinforce my trust in him. He also highlights the potential risks involved, as opposed to many advisers out there who often give high hopes.
I was posted to Malaysia for work and have been here since 2016. JiaQian continues to be my preferred adviser. He travels yearly to Kuala Lumpur to visit me and keep me updated on my portfolio and market news.
“JiaQian’s approach to advisory is transparent and he is knowledgeable; this helps to reinforce my trust in him.”
JiaQian is an adviser I would recommend to my friends.
There are many financial advisers in the field who can “help” to improve your financial situation. A great adviser helps you to first have a clear understanding of your own financial interests and situation before recommending the most suitable course of action. JiaQian excels at the above and goes way beyond that. He makes it his priority to get to know you on a personal level.
Many of us generalise financial advisers as “intimidating”. Fret not. With his easygoing and jovial personality, talking to JiaQian feels more like having a casual conversation with a close friend. If you aren’t careful, you may find yourself losing track of time!
His friendly and personal approach has earned my trust, to a point where I feel comfortable disclosing personal matters to him (brownie point: he gives good life advice!).
If you are looking for a great adviser who cares about improving both your financial and personal wellbeing, look for JiaQian.
” He makes it his priority to get to know you on a personal level.”
I have known JiaQian since our secondary school days and engage him on a continual basis as I find him to be trustworthy and friendly. His approach to advisory is transparent, and always gives recommendations based on facts. JiaQian has helped me with my life insurance, hospital, savings and investment plans. I am thankful for his advice which helped to ensure that I am financially stable . When I was hospitalised, the hospital plan he recommended previously came in handy. Three words to describe him? Friendly, helpful and truthful!
Having known JiaQian since our Army days, I trust him, and know that he is a person of integrity. Passionate and knowledgeable, he goes out of his way to meet and update us on our plans. He is patient and always takes the time to explain every single detail to ensure that his clients are clear about what they are planning for. It feels more like having a genuine friend trying to help with no ulterior motives.
JiaQian has been helping my wife and myself with investments, health insurance, life insurance and retirement planning. We are happy with the results of our investments. We also always receive timely advice on other investments, retirement planning and insurance plans.
JiaQian is always patient and detail-oriented about the benefits offered by various policies, and has helped me with my insurance and saving plans. He also shares tips on financial matters such as how CPF and HDB loans work. Through him, I have learnt to manage my finances better. I find JiaQian to be a professional, friendly and understanding adviser.
“Through him, I have learnt to manage my finances better.”
I met JiaQian in 2016 through a friend who knew I was too busy to do my own financial planning. JiaQian has helped me with health insurance, life insurance and retirement planning. He is very responsive to my queries and always follows up promptly; and is not pushy when recommending products. Whenever I am in doubt, he will patiently explain my options.
JiaQian is professional, responsible and has integrity. I feel very at ease with him advising me, and my wife and mum trust him as well.
“He is very responsive to my queries and always follows up promptly; and is not pushy when recommending products.”