Hello, I'm Jerlyn Wong

Was introduced to Jerlyn by my spouse many years back. I have always wondered how Jerlyn can make a difference vs other agents & planners. Recently, I make that decision to retire adequately and while I had my existing investments, I never felt that I was doing enough to plan for my retirement. Jerlyn helped me do a thorough assessment of my financial ratios, identifying areas where I was doing well, and other areas where my money could work harder for me. This led to a thorough review of my investment and current insurance portfolios. We continue to interact on a regular basis on new investment ideas, trends and opportunities, and also to review the portfolio – something that I appreciate. I am always busy with work and Jerlyn is my eyes and ears on an area that I don’t have the time and wise knowledge for otherwise. Jerlyn never comes across as pushy. I feel that this is because she genuinely enjoys serving her clients, as is also evident in her reaching out to others to educate them on financial management concepts.Retirement is still some time away for me. I am still young and I love my work! But I sleep easy knowing that my money is working hard for me with Jerlyn help. I will encourage anyone in a similar situation to have a chat with Jerlyn anytime.

I am writing to express my satisfaction of the service provided by Jerlyn Wong Mei Chan. She has been my financial consultant since 2012. All these while, she has demonstrated a high level of professionalism and knowledge. She takes the effort to keep in regular contact, including review of the policies and yet not sound pushy. She is approachable, prompt in responses, patient and is able to convey complex information clearly and concisely. Most importantly, she recommends services/products based on our actual needs and affordability (after analysis) and not on what she thinks we need or wants to sell to us. I am impressed with Jerlyn that I definitely recommends her to those who are considering to engage her services.

I have known Jerlyn for years through my secondary schoolmate. She has good insight and always provide me with latest update on financial/insurance policy. She is very helpful and knowledgeable in the product she is offering. As she is a reliable and trustworthy financial consultant, I have gotten all my kids insurance policy plan with her.