Parenthood is very subjective. Raising children can be quite an uphill task.
Parenting is emotionally and intellectually overwhelmed at times and it often requires professional sacrifice and wise financial planning. Kids are needy and demanding from the moment of their birth to… well, forever.
I’m a dad and I truly believe that every parent wants to put their children in the best position for success. Having said that, listening to my clients needs is the key to a successful and smooth financial planning for both parents and their children’s future academic plans.
My dedication and passion as a dad, has made me wants to help other parents to strive a better tomorrow for their childrens’ future. Properly catered financial planning is very crucial and I strive to be always understanding towards my clients current situation in order to propose a positive and suitable financial planning that my clients will be very comfortable through their financial planning journey.
I am also the co-founder of One Estate Solution, which focus on special needs planning. This service enable s parent of special needs children to ensure their financial well-being.
Parenthood is very subjective and raising children can be quite an uphill task. As a dad and a financial services consultant, Jimmy believes that every parent wants to put their children in the best position for success. With this in mind, Jimmy listens carefully to his clients’ needs, helping them to decide on financial planning that works both for the parents and their children’s future academic plans.
As a Young Family Planning expert, Jimmy recognizes that parenting is emotionally and intellectually overwhelming at times. Often, it requires professional sacrifice and wise financial planning. Kids need a lot and are demanding from the moment of their birth to… well, forever. Jimmy’s dedication and passion as a dad has made him want to help other parents to strive for a better tomorrow for their children’s future.
Properly structured financial planning is very crucial to a family’s financial security and Jimmy strives to be understanding of his clients’ current situation. This allows him to propose a positive and suitable financial plan that will be very comfortable through the family’s wealth accumulation journey.
Jimmy is also one of the WEGroups’s few advisors to be selected to participate in projects created for babies. He has a great deal of experience in product knowledge, underwriting, and claims involving insurance planning for babies.
In addition, Jimmy is one of the co-founders of One Estate Solution, which focuses on financial planning to secure the financial future of special needs children. Jimmy’s broad range of financial planning skills also extend to retirement planning. He helps couples and individuals with strategies to increase their retirement portfolios and also provides comprehensive analysis of clients’ portfolios. Jimmy comes highly recommended from his clients and is recognized for his expansive knowledge and commitment to helping clients achieve their personal goals.
Young Family Planning
- One of the advisors to be selected exclusively by the company to participate in baby projects
- Possesses more experience in terms of product knowledge, underwriting, and claims when it comes to baby insurance planning
- Retirement Income: Presenting strategies to clients to accumulate retirement funds.
- Portfolio Review: In-depth analysis of client’s portfolio and holistic planning
Special Needs Planning
- Setting Up Trust: Peace of mind
- Fund The Trust: Financial Security
- Drawing Up A Will: Hope for your child’s future ONE ESTATE SOLUTION OES MAKES CREATING A SPECIAL NEEDS PLANNING A BREEZE Special needs youtube Video https://oes-sg.com/
Find Out More
Youtube: OES youtube
Wall of Trust
Testimonials & Referral Notes
“Jimmy is a very friendly and patient adviser, who never fail to answer to my personal and family needs with great professionalism. My experience with him has been great!
He is more than just a financial advisor but someone who is there to listen and discuss any possibilities with you with no obligations.
He provides regular updating and reviewing on our policy, base on our current needs and circumstances before proposing a proposal if needed.“
Patricia – Business Owner
“Jimmy shows professionalism in his job and only provide advices that are based on individual’s needs and capability. His advice is achievable, sound and practical. This makes me very comfortable in approaching him. He is more like a friend than an adviser.”
Madeline – Nurse