Jonathan Chan

I remember telling Jonathan Chan many years ago that $1-2k per month is sufficient for my retirement. Jonathan felt that he could do much much more for me. He reviewed my financial portfolios periodically during those years. Now I can proudly share with family and friends that I am a very happily retiree because I know Jonathan Chan. With his meticulous planning, I have no worries about how to cope with inflation now. I always compliment his diligence, advance planning, and taking care of client interest is always his top priority. I am thankful of his hard work and support he has given me and I am always grateful for what he has done for me. Cheers to your success!!

Ms Catherine Cheu

Client

Feb 2023

It was during my casual chat with ex-colleague that Jonathan’s name had popped up. I didn’t know him then. My children were young and I needed a professional financial advisor badly to plan for my family. It was way back in the late 90’s. How time flies and am reaching my retirement age. I benefit tremendously from his product knowledge and bought suitable plans for my family. I continue to invest my hard-earned money with full trust and faith in Jonathan’s planning to see me through my retirement without worries.

Ms Catherine Cheu

Client

Nov 2019

Jonathan has been my financial advisor for the last four years. The advice and feedback he gave me after going through my financial portfolio has changed the way I look at investments and made me realise how important planning for the future is. I now feel more secure and am deeply grateful to him for being so thorough and for working together with me to plan ahead. Now Jonathan has become more of a friend and any time I need financial advice, Jonathan is ever ready to help. He is very knowledgeable about his work and puts his heart and soul into what he does. His clients’ interests come first and he always ensures that whatever he recommendations he make, they are done to help the client look forward to a better future. Thank you, Jonathan for all that you have done for me and my family. I am very grateful to you because now, I feel more carefree knowing my investments are doing well and my retirement years are taken care of.

Ms Dalvinder Kaur

Client

Jul 2019

Jonathan Chan has been my financial planner/advisor for more than 20 years. I had various life and endowment policies before, and yet Jonathan managed to persuade me that he would do better than the other insurance agents. He started focusing on Retirement Planning when I was in my 40’s, when I was at the peak of my career. His main philosophy is, enjoy your work, invest in savings and insurance plans that give you sustainable midterm and long-term returns along the way; spend your surpluses on whatever is meaningful and enjoyable; keep a healthy lifestyle. He also helped me manage my CPF to repay an HDB loan. When I was 51 years, I was able, with Jonathan’s support and advice, to give up my regular work, to take up a full-time course in the USA, in a related field. At 63 years now, I am still looking forward to the choices I have ahead, to do the things that are important to me; to be gracious, generous and hospitable with what I have, and to live life to the full.

Joyce S. Y. Tan

Client

Mar 2019

I knew Jonathan through an introduction and have found him to be a very committed and reliable financial advisor and planner for the last fifteen years. Through his sound advice and his patience in explaining the various investment and retirement products, I have gained much from him in planning for my retirement. He is always ready to listen to my queries on current happenings in the arena of insurance policies on health matters. His up to date knowledge of these policies and advice have enabled me to make informed decisions on policy take-ups. In this current retirement phase of my life, my retirement and health plans through Jonathan’s sound advice have helped me to live comfortably in my retirement years.

Ms Ong Pheng Yen

Client

Sep 2018

I came to know Jonathan by chance, not even through a friend’s recommendation. Jonathan was patient and provided lots of advisories for my decision. I started with a small portfolio in share trading before slowly gaining confidence in Jonathan. Over time, I’ve widened my financial planning portfolio with Jonathan, expanding into retirement planning. I have faith in Jonathan taking good care of his customers and he never sounded forceful for you to buy onto something as long as you’re not convinced. Thanks to Jonathan and Wan Cheng for taking care of my finance and well-being with a long-term view. Will definitely recommend to whoever is keen on sorting out his/her financial planning.

Mr Colin Tan

Client

Jun 2018

I first bought a 10 or 15 years term of CPF saving account from Jonathan about 20 years ago, which has since matured. Throughout these years, he keeps in touch with me and occasionally introduced new insurance schemes and funds but never pushed for a deal. Since then, I developed a very good impression of Jonathan who is gentle, patient and not pushy. I started buying funds/insurance products again from Jonathan about 5 years ago. With his professional knowhow, he helped me realise the importance of using my current savings to generate money so that I can enjoy retirement with minimal financial worries. He is a specialist in this area: he studied our financial portfolio and suggested which medical/insurance and financial area that we need to enhance. He also helped us restructure our investment/saving to generate more money for our retirement. After buying the products, Jonathan also helps us to monitor the progress of the of the funds – if there is a need to, he would advise us to make some changes. Thank you, Jonathan! With your help and guidance, now my wife and I can spend our retirement at ease, without the worry of touching our Principle savings.

Mr Ang Leong Han

Client

May 2018

I have known Jonathon for a couple years and he was my former neighbour. As we got to know each other better, naturally he introduced me to financial planning. Prior to this I had no idea on anything related to financial planning and gave me an introduction on how to better plan my finances with the end goal in mind. I was very comfortable with the way he helped me plan my finances, very mindful of my risk appetite and my financial circumstances. To this day, I am still using his services and I can be rest assured my future is being taken care of.

Mr Neoh Hock Ann

Client

Apr 2018

I was drawn to Jonathon’s retirement seminar 2 years ago. He advocates creating income stream with dividends which caught my attention. Though I have been saving consistently and staying in simple lifestyle all these years, I do not have a clear vision on how my financial status could be sustainable to lead a comfortable retirement. Jonathon has helped me build a viable and structured retirement plan comprises of insurances and low risk investment trusts based on my current assets. When he saw that I have been saving more than what have planned, he even asked me to spend more and enjoy my life. He is also approachable, and I would highly recommend him to anyone who need professional retirement advices.

Mr C H Siak

Client

Sep 2017

I have been using Jonathan’s services for about 20 years now, since I overheard him patiently taking a client’s call at the most inconvenient of times during reservist training. I thought: this had to be a man committed to his job. And I was right. Jonathan’s service is prompt and topnotch, and he makes me feel he’s giving me his fullest attention despite me buying policies of small amounts.

Mr Andy Chen

Client

Apr 2017

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