Jiaxin Huang

Through research and detailed analysis of financial solutions, I specialise in helping senior professionals to perform financial portfolio audits and kick-start their financial freedom journey according to their personalities. I supports clients in growing their monies through regular investment reviews. Known for being prompt in response, I am always there for clients every step of the way so that you can sleep well at night. Aside from financial planning, I have successfully helped clients administer life and health claims, complex contestable early claims, and helped clients with pre-existing conditions to get insurance with the minimal or zero exclusions.

I also help new residents and/or overseas clients mainly from China, Germany, India, Indonesia and Japan to kickstart a good protection plan that will ensure their stint in Singapore is well-taken care off. I have successfully assisted clients who have bought regrettable plans to get back their refunds or to liquidate with the most effective surrender rate.

I am a firm believer in financial education and constant improvement. Back in University days, I funded my education through providing part-time tuition on Accounting and Economics modules to my juniors in University and Polytechnic. The pain between juggling studies and work has made me realise importance of education planning. This is how I started my journey in Financial Advisory. During my first years, I was given the opportunities to serve existing clients who were left out by their agents who quit and have witnessed how committing wrong plans impacted my clients and how a sudden event can dramatically immerse an entire family in debt. Getting out of the rat race requires making your money work harder than you and efficient spendings. Making the right decisions avoid those pitfalls and build a sustainable future on a solid foundation. Clients describe me as transparent, warm and trustworthy with a natural ability to explain complex topics in a way that is easy to understand.

In my free time, I attend courses on personal development and do financial trading. Being an avid trader allows me to constantly stay updated with the market so that I can give my latest update to investing clients. I value learning from others, genuine connections and hearing from other people and how I can help them.

Looking for a financial advisor that grows your wealth and supports you? Let's have a chat!