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Khew Zongjie, MDRT

Senior Financial Consultant

Phone:

+65 9682 5719

Email:

Speciality:

Portfolio Optimization

Retirement Planning

Investment Portfiolo

Whatsapp Me:

A Bit About Me

The journey of a financial advisor career path made me realized my passion in helping those around me, which led me to my degree in Traditional Chinese Medicine (TCM).

For 13 years running, I’m blessed to be able to help those around me, as well as build meaningful relationships with strangers turned friends now, through walking the financial journey together with them.

The journey through life has its ups and downs, and that spurs me to further improve myself. Happy to connect and impact you, one way or another.

Key Milestones

Chartered Financial Consultant, ChFC

Degree studies in Traditional Chinese Medicine (TCM)

Million Dollar Round Table (MDRT)

Attained Chartered Financial Consultant, ChFC in 2018

Completed the 7 years Degree studies in Traditional Chinese Medicine (TCM) in 2018

Achieved 1st MDRT in 2021

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Experience creating and taking control of your own financial road map.

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My Client Testimonial

Cheng Ping, Retired Teacher

When I first met Zong Jie some years ago, he had been tasked to take over my little portfolio at Prudential. I was pleasantly surprised by his sincerity and enthusiasm although it did not seem I was much of a prospect to invest in.

But he was earnest not in pushing any new products but finding and formulating my profile.

We got into an interesting and absorbing chat from which I discovered a young man who understood and possessed high values of morals and character. And he had embarked on a graduate course in TCM.

We ended that meeting without any sale but I was excited that I had come to know a young man with rare qualities such as he had.
Through the years we kept in touch and he did sell one small policy to me. However, he was always available whenever I needed advice or opinion in insurance or finance matters.

He would get to the bottom of the issues and present the options/solutions to me. He has never tried to coerce me to choose his option. Through the years he has proven himself to be a man of integrity and of indisputable morals and character and to be a friend rather than a financial adviser.

I am thankful for a trusted and reliable friend in Zong Jie. Will definitely recommend those who have yet to know him to engage and talk to him.

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Dan Dan, Nurse

Trustworthy and the only one person to go to since knowing him in 2011. Faithful, responsible, have deep respect of human being while being humble and resilient. He shows care and concern, very knowledgeable and has customized a suitable portfolio with my best interest at heart. Highly recommended. 9/10

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Wang Hewei, Busines IT Analyst

From an assigned insurance agent to a true friend, Zong Jie helped much beyond just a business. He recovered my confidence in the insurance agent. At that moment, my agent changed a few times within 18 months and my portfolio is left in a mess. I almost gave up with Prudential and wanted to stop buying from them until Zong Jie was assigned to me. His sincerity and personal touch impacted me to trust him. We become friends since then.

Zong Jie utilized financial/insurance products to help me plan based on my needs rather than what he wanted to sell.

Zong Jie was very helpful when I need to claim but did not know-how.
Zong Jie’s rich knowledge and experience are beyond just insurance and finance. He likes to share those and truly inspires me in many ways.

He is helping me to consolidate my portfolio and optimize for me, which is what I need exactly.
Zong Jie has been with me at every important stage of my life. He works closely with me to customise solutions for every need that my family and I have. Through his planning process, I received coverage that I would otherwise have not been able to get. I've engaged many advisors before, but Zong Jie is the only one I trust to take care of my family's financial needs.

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Wee Kee and Hui Min, Scientist
 

Friendly, personable, not transactional, build a relationship, knowledgeable, sincere, trustworthy, someone you can trust. Responsive, plan for us catering to our needs and not pushy. We rate him 10/10

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