Meet Jerald Chan.
Prudential Senior Financial Consultant
"The joy is in the journey, not the destination."
Having switched careers from Advertising to Financial Planning, Jerald has found his work most rewarding in helping those around him with financial planning and taking ownership over their financial journeys.
He is known to be able to adapt his planning styles to a suitable pace for all his clients, and can help break down what may seem complicated to some, to simpler and actionable next steps. Having an objective and transparent process has also helped many to find the process of planning a fruitful and enjoyable one with him.
Beyond financial planning, Jerald also seeks to find work-life balance and spends his free time either hiking or going for a run.
Jerald has been an amazing financial consultant to me. Never pressuring me and providing sound advice based on where I am in life. He also helped me evaluate some of the legacy policies I had inherited from my parents and the investments he had planned for me have constantly provided dividends. I recommend Jerald to anyone looking for someone to manage their growth - he’s someone I absolutely trust.
Kevin Koh, Senior Growth Manager
Jerald was born to an agent. It’s in his DNA. But what sets Jerald apart from any other agent I’ve met is that he genuinely cares about you. And not just your finances. He has an uncanny ability to make even the most complicated concepts and spreadsheets simple – you know, those graphs that we all hate. But above all, and the main reason why I trust Jerald with my legacy, is because he never shies from the truth. He tells you like it is and puts your interest above his, always. Kinda like an older brother. Now who wouldn’t want a bro looking after their finances?
Emillio Ardy Rodrigues, Copywriter
As someone who gets uncomfortable and anxious thinking about financial matters, Jerald has remarkably transformed this process into one that's both enjoyable and straightforward. His patience and clear communication style provided a sense of ease in my decision-making. Additionally, his commitment to understanding my needs and respecting my preferred pace has significantly contributed to my peace of mind, boosting my confidence in planning my finances for the long term. I am very grateful for him!
Esther Goh, Producer