Hello, I'm Jessie

Jessie is a seasoned financial consultant with over two decades of experience, known for her personal and human-centered approach to financial advisory. In an industry often seen as impersonal, Jessie emphasises the importance of understanding her clients’ vulnerabilities and family concerns, which has helped her build strong, lasting relationships.

Her planning philosophy is rooted in honesty and objectivity, refraining from generic solutions in favour of tailored, straightforward advice. Jessie specialises in advising professionals and civil servants, such as fund managers, bankers, ministers, and government officials, offering a deep understanding of their unique needs.

She is committed to open communication and conducts annual reviews to keep clients informed about market changes, ensuring their portfolios remain relevant. Jessie’s dedication to client goals and life aspirations fosters deep trust, which she views as the most rewarding part of her career. Her belief that a positive attitude at the beginning of a challenge shapes its outcome is reflected in her approach to financial consultancy. By going beyond numbers and focusing on building strong personal connections, Jessie stands out as a trusted consultant in a competitive industry.