When Jaydee started as a financial services consultant, he showed a keen acumen towards Comprehensive Financial Planning. In order to better himself with the appropriate skills and knowledge, he obtained the CFP®️ accreditation, so as to allow him to better equip his clients with holistic wealth management principles. He is able to advise professionals in the essential keys to building a safety net for financial security. This involves - Investment Advisory, Retirement Planning, Trust and Estate Planning. Both business owners and their businesses need to be adequately covered, and he believes that risk management can be devised in a systematic and structured manner. He is thankful for the opportunity, in which he was invited to Chengdu, China in year 2014 to speak on succession planning for business owners. As someone who recognizes great opportunities when he stumbled into one, Jaydee actively seeks like-minded investors and entrepreneurs. With some luck, he has brokered business deals, with a total valuation of more than S$5 million collectively.. As a Director of CO Wealth Organization, Jaydee is passionate about his vision and dreams. Leading passionate individuals has been Jaydee's heartbeat since day one. His mission for his team is to be a voice in the marketplace. He wants to serve professionals and business owners with utmost excellence, thus empowering like-minded passionate individuals to earn success and recognition in the industry.