Ham Jia Yun

I was referred by a friend, and from the very beginning, Jia Yun made me feel listened to and valued. My inputs were taken seriously, and everything was explained in a manner that was easy to understand and follow. I appreciated not feeling overwhelmed during our discussions.

I now understand how I can achieve my financial goals and what steps I need to take to get there. It was reassuring to learn that I was on the right track, and I gained valuable insights on how to grow my finances further.

Jia Yun's explanations were thorough, and any points I was unsure about were patiently clarified. I felt that my concerns and goals were genuinely heard, reinforcing the sense that Jia Yun was truly working on my behalf and not driven by any hidden agenda. Her client-focused approach was evident throughout our interactions.

Having a client-focused goal made me feel good about joining the team. Jia Yun understood my goals and worked with my vague timelines to help me visualize them. This approach reassured me that my ideal lifestyle is within reach, and I have more confidence that Jia Yun will look after my money well.

I got to know Jia Yun through my army mates, Bing Quan and Samuel. Throughout the entire meeting, I felt comfortable and well-informed about the various investment products and strategies available.

The valuable takeaways from our session included a clearer understanding of my investment options and how to build my portfolio. What I appreciated most was Jia Yun's patience and her thorough explanations, which made complex concepts easy to grasp.

I believe her vision for her clients is very mature and professional, focusing on personalized and informed financial strategies. Thank you, Jia Yun, for an enlightening and supportive experience.

I got to know Jia Yun through LinkedIn. We had mutual connections from our past careers as teachers, which led us to connect online and discuss our new roles. Our conversations moved to Instagram, where we communicated more effectively, and I began asking Jia Yun about financial matters.

Initially, I was apprehensive about the meeting, having had mixed experiences with other financial advisors. However, Jia Yun quickly established a common ground of understanding. Her teaching background helped us bond over various life challenges, seamlessly transitioning to the topic of financial freedom and long-term financial planning.

The main takeaway from our meeting was the importance of creating an environment where our assets can grow alongside our career and life progress. Jia Yun helped me understand the goal of achieving financial freedom through passive income, transforming my perspective on active versus passive income.

I particularly appreciated her use of analogies and her commitment to ensuring I fully understood the concepts and systems involved in gaining financial freedom. Jia Yun skillfully anchored key information using teachable moments from my own life and career, making the conversation highly valuable.

I admire Jia Yun's vision for her clients. She empowers them by imparting knowledge to navigate the ever-changing financial landscape, ensuring a secure future. Unlike others who simply instruct, Jia Yun's approach is deeply personal and educational. Her experience as a teacher shines through as she guides clients to a better understanding of financial health and freedom.

I know Jia Yun from our 6am training sessions at BFT, where her persistent pursuit of excellence caught my attention. Surprisingly, our subsequent meeting felt more like a genuine conversation with a friend than a typical business transaction. Jia Yun's approach was refreshingly authentic, delving beyond the surface to uncover potential gaps in my existing policies and coverage. The session prompted me to contemplate crucial questions about the future, sparking thoughts I knew I should address but hadn't fully considered.

What stood out most was Jia Yun's commendable effort in pre-meeting preparation, conducting a high-level analysis and sharing her insightful perspective without resorting to any hard selling tactics. Her focus on understanding my desires rather than pushing products was truly appreciated. I admire Jia Yun's vision for her clients, recognizing the necessity of a long-term commitment to achieving results and satisfaction in a field where many are either too passive or too busy to take meaningful action. Perseverance is key, and her dedication to this vision of normalising financial conversation is truly commendable.

Jia Yun has known me as an aunt since young. In early March, she recommended me to a webinar session on Wellness for Women. 😀 After which she sent me an eBook on “providing perspectives: Delivering Dreams” which helps me to review on how true money is and how we could use it in different stages of life.

This eBook covers the needs n wants for both young and retirees to encourage us to invest while we are young. 😀 Our life’s roadmap is one tools that help to plan ahead 😀

I’m in the midst of heading retirement and she offers to review all my personal finance policies and to highlight any possible gaps on health, retirement and wealth matters if any. After a weeks of messaging in regards to above, she presented her findings with me on 2 areas to consider.

I’m pleased with her initiative and professionalism in offering to check through my list of policies from varies agencies. A summary that highlights the various coverages (Death, total disability, Personal coverage, critical illness, hospitalisation protection, life/ term wealth etc) on the years till the age of late 80 years old.

I was amazed on her personalised presentation and highlighting the gaps that she discovered for me to consider. A great job done 👍👍👍!!! We should have more associates like Jia Yun to serve our needs. Thank you 😊