Ong Ze Qi Jacky, Cfa Cfp Email & Phone Number

Jacky has clients ranging from small start-ups of 4 staff to MNCs with more than 400 employees. With a team of staff supporting him with account servicing, Jacky is able to spend more time with his clients to understand their needs and workflow. Clients all agree that Jacky thinks from the perspective of HR when he presents the multiple solutions available on his platform.An employee benefit program is not just about providing the usual medical benefits, it also includes the presence and advice of the consultant on a regular basis. Having a strong partnership with health & wellness professionals, Jacky arranges lunchtime workshops to bring employee satisfaction to the next level.Jacky strives to be the best in the field of his specialisation. Armed with a degree in finance and the highly coveted CFA charter, he went through extensive training in financial instruments and planning for families and business entities. In 2015, he completed the Certified Financial Planner (CFP) course, with a top score for the final and most important module. Subsequently, Jacky was invited to help out in the Certification board to improve the standard of the course, to uphold the gold standard in financial planning. He was awarded the Top 10 Financial Planner in 2018 by Financial Planning Association of Singapore (FPAS), recognised for his high standard of competency and professional knowledge.

Listed skills include Insurance, Finance, Retirement Planning, Investments, and 12 others.