We believe in building a trusted lifelong relationship to partner with you in getting your financial journey right.

And for such a relationship that can truly last a lifetime will require meeting the right advisor.

Click on any of our advisors to know their stories!

Jocelyn Ong

Founder, Jotech Consulting | Co-Founder, ERA Advisory | CFP professional | Islamic Financial Planner | AEPP® | Licensed Practitioner of NLP®

I believe in striking a balance between our family and work, spending golden moments with our loved ones, and still achieving our life goals. Having the best of both worlds is not a fantasy. It can be realized with the well-rounded planning of our life.

Elaine Aisyah

Co-Founder, ERA Advisory | CFP Professional | Islamic Financial Planner | AEPP®

I desire to make my career more meaningful by reaching out to help busy corporate professionals with their financial management. I aspire to help more people to live the life that they want and fulfilling their life goals. I believe that this will benefit themselves and also their family and their loved ones.

Lam Ziying

CFP Professional | AEPP®

As a CFP CERT TM practitioner, I believe in the importance of having holistic financial planning with a logical and systematic approach. I created the V.O.I.C.E. system, which I believe brings clarity to shape my client’s ideal life. It has helped me to propose financial solutions that align with the life that my clients want.

We are also actively looking to expand our team. If you believe in what we believe or feel that we have the right community for you to grow in your career, we welcome you to join us as an advisor with Jotech Consulting!

Head on to our Career page or contact us directly!