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.

I joined the financial services industry in 2007, aspiring to help people from all walks of life to gain clarity with their financials and achieve their goals in life. 

As a holistic wealth planner, it is heartwarming whenever my clients sees the importance of having their wealth protected through life insurance or other instruments. 

Because I have benefited from it, where my mom passed away many years back, I truly believed in having a sound financial plan to protect ourselves and our loved ones.

Hi, my name is Jocelyn Ong, and above is my short story. Do you want to know more about how I may help you achieve your financial goals and have peace of mind?