Jared Soh Jian Kai (MAS Rep No. JSJ300131699)
Approval Code: 1573/07Dec23
Disclaimer: https://www.prudential.com.sg/fc-info
Representing Prudential Assurance Company Singapore
About
I’ve always been captivated by the written word ever since I picked up my first book and this led me to my Degree in English Literature. While pursuing my Degree and attempting to make a name for myself in the Media Industry, a dear friend introduced me to the world of financial planning. I never looked back since.
I started as a bright-eyed young consultant casually meeting people to share the work I do. I realised along the way that casual conversations with friends quickly turned out to mean more to me as I discovered a profound sense of fulfilment as I watched the work I do add value to their lives.
Fast forward a couple of years, this career had other plans for me and somehow I found myself back on the pages. I work with a group that focuses strongly on financial education and thus the book How I Met My Financial Consultant (Vol.1) was birthed. This book contains an endless treasure trove of information serving as a financial survival guide for young adults. It also represents my dedication to bettering the lives of each and every individual I come across.
Having benefited from prudent financial planning, I make it my personal goal to ensure that those I meet are one step closer to reaching their financial goals. So, question is – will you take this step forward together with me?
Join me for an invigorating chat over coffee. Whether you are looking to get your finances in order or curious about the work I do. Coffee is on me!
P.S. Our next book is coming out, come share with me what you’d like to see!
Awards & Accreditation
- FasTrack 2024
- BA (Hons) (Literature)
- Institute of Banking & Finance (Level 1)
HOW I MET MY FINANCIAL CONSULTANT - Volume 1
I believe that Financial Planning is about understanding your own needs and working towards your goals in life. My goal is to share the basic understandings of Financial Planning such that you can make better financial decisions.
I wrote this with the idea of sharing the general concepts; the world is every changing, if you have these concepts with you, you will know how to adapt accordingly. I hope after reading this book, you will learn something!
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Services
Net Worth Analysis
Retirement Planning
Cashflow Analysis
Insurance analysis
Legacy Planning
financial ratios
Testimonials
Justin Khoo
Assistant Environmental Consultant
Jared always has my best interests at heart. I feel like he truly understands what I need and works dilligently to provide me with what is suitable and optimal for me. In choosing Jared, you are not just choosing an agent, you are making a friend for life.
Fyonn oh
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Jared has proven to be extremely knowledgeable and capable in this field. He is able to streamline and provide me with what is the best suited for my needs and lifestyle. He also gives helpful advices on the big financials decisions in life that would otherwise be daunting. I feel confident knowing that I have him with me on my financial journey!
Eunice Lieu
LTA Emergency Ops Planner
Given the countless horror stories that I have heard on insurance agents, I was particularly wary and skeptical of anyone in this industry. I used to have the notion that they are pushy, persistent and prioritised their earnings over their clients’ benefits until I met Jared. He has never overstepped, never tried to hard sell me and respected the decisions I made.
When we first met, because of my skepticism, it took a long time before I was open to a conversation on my finances and insurance. Once I was ready to listen, he was generous in sharing his knowledge and had a clear and detailed train of thought. He patiently answered any questions that I had while not putting any pressure on me. What really took me in then was his passion. I could tell he truly believed in what he was selling and that gave me the confidence to trust him.
Since then, he has helped me process several claims and I have yet to be disappointed. He was responsible and prompt in dealing with any issues and kept me up to date on the progress of my claims, saving me a lot of time and trouble.
Undoubtedly, insurance and investments are an important part of life now and I would rather go with an agent that is looking out for my interests and not trying to upsell me so that I am able to get coverage suited to my needs. If that’s what you are looking out for as well, my experience leads me to recommend Jared.