Jay Chia

I was a course participant of Making Investments Work where Jay was the trainer, and I felt comfortable with Jay strategy and approach to investments, thus I decided to be his client. I am glad that I have made the right decision, Jay turn out to be very helpful, reliable and easy to approach. When you need a face-to-face consultation, you can ask him out for coffee. I can instantly get an advice and support to resolve issues that I encountered with my trading. I also found Jay is sincere in sharing his knowledge and expertise, he conducts monthly review sessions and provides helpful insight to help us make a better investment decision. I am very satisfied with his services as a client, and greatly appreciate for all that he has done to resolved my trading issues.

Jay has been an excellent mentor in my investment journey. Having his guidance since 2015 has provided a young investor like myself, the confidence to enter the market looking for opportunities focused on returns and dividends. Jay has also provided good market insight, serving as a calm and reassuring voice in this volatile investment climate.

Jay has been a reliable manager of my equity portfolio for many years under Phillip Capital’s Securities Advisory Service. He is mindful that the portfolio forms the bulk of my retirement funds hence he adopts a very prudent approach to ensure low risk with decent returns from regular passive income (at least 4-5% dividends) and capital gains from trading when the timing is right. He recommends stocks based on fundamental analysis of what to buy and technical analysis of when to buy/sell. His risk management strategies include recommending a diversified portfolio across different industry sectors. From years of knowing him, I can sleep well at night knowing that my retirement funds are in his good hands and that he would always ensure preservation of my capital whilst generating regular passive income for my retirement year while also growing the portfolio over time.

I am lucky to know Jay in 2013 when I was looking for a new brokerage company and remisier to improve my investment performance. Jay represents a new generation of wealth managers who can actively engage clients through various ways and share his knowledge selflessly with the aim for them to grow and build a dividend investment portfolio. I am thankful to have learned the importance of Technical Analysis and Fundamental Analysis tools from Jay when he organised regular client meetings on the earlier years. With his great passion in teaching and imparting investment knowledge, it comes no surprise to see him becoming a dedicated wealth professional when he delivers his custom-developed course, Making Investment Work, to clients and students. Till now, I am in the group of increasing number continue to benefit from his monthly market review. Great job, Jay.

As far back as mid-2009, when I first met Jay, he has been an indispensable advisor throughout my investment journey as a newcomer to the world of investment. I value his insights, and his patience in explaining the intricacies of investment to me, paying careful attention to my unique circumstances & hence calibrating my portfolio to suit my intended outcomes. Very few remisiers would have the time and patience to provide such individualised assistance. This is largely due to the fact that he has a genuine desire to assist his clients to succeed in their goals to progressively achieve financial independence. The same applies to his genuine passion to impart his knowledge and expertise to his students. He conducts training sessions on his own accord to small groups; teaching them simple charting & guiding them through portfolio building, without any expectations of any form of remuneration. I am indeed grateful for the occasions when he would come to my aid especially in terms of rescuing my portfolio from the pitfalls of the 2011 correction & providing me with a sense of calm and stability after that. I have recommended him to a few of my friends and they have nothing but gratitude for his guidance in assisting them to achieve a stable and growing portfolio of assets. Certainly, Jay is more than just a wealth manager, he is an expert mentor and guide dedicated to his craft which he has honed well over the years. But more than that is his genuine concern for the welfare and financial well - being of his clients. I count him as a dear friend now to whom I can turn for discerning and solid advice throughout my investment journey. Thank you, Jay, for the privilege!