Awards
- Million Dollar Round Table (MDRT) 2018/2021/2022/2023/2024/2025
Education/Professional Qualification
- Associate Financial Manager
PIAS Associate Estate Planning Practitioner (AEPP®)
EPPL Asia Estate and Succession Practitioner PreceptsGroup International
Gerald LowSenior Wealth Management Consultant
contact details
Education/Professional Qualification
- Associate Financial Manager
PIAS Associate Estate Planning Practitioner (AEPP®)
EPPL Asia Estate and Succession Practitioner PreceptsGroup International
Awards
- Million Dollar Round Table (MDRT) 2018/2021/2022/2023/2024/2025
With over 300 clients served since 2015, Gerald is a seasoned professional in retirement and estate planning. Specializing in preserving and growing wealth while ensuring a smooth transition of assets across generations, he is dedicated to guiding clients toward financial security and peace of mind.
As a qualified member of the Million Dollar Round Table (MDRT), Gerald exemplifies exceptional professional knowledge, strict ethical conduct, and outstanding client service. MDRT membership is internationally recognized as the gold standard in the life insurance and financial services industry.
Being in a Financial Advisory Firm, Gerald provides holistic solutions from a multitude of financial partners, tailoring them to each client’s unique needs and goals. Whether it’s maximizing retirement income, minimizing insurance payments, or ensuring a smooth transfer of assets, Gerald offers guidance every step of the way.
Why AEPP
The AEPP® certification represents a notable step for financial advisors, showcasing their dedication to refining their skills in estate planning. Through practical application and guidance from experienced practitioners, AEPP® designates gain valuable insights to address their clients’ needs in wealth succession and asset protection. This certification highlights their capacity to offer meaningful value to their clients’ financial plans, delivering customized solutions aligned with their long-term goals and objectives.
The Associate Estate Planning Practitioner (AEPP®) designation is awarded by the Society of Will Writers (SWW) of the UK and the Estate Planning Practitioners Limited (EPPL).
Wall of Trust
“INTEREST FIRST”
Consistently putting your best interests first I can confidently say that Gerald has become an indispensable asset in managing not just my portfolio but also those of my fiance and MIL.
Gerald is, hands down, the most genuine and authentic financial advisor out there – consistently putting your best interests first and tailoring his services to whatever stage of life you’re in. His exceptional patience shines through, as he has diligently answered every question I’ve thrown his way. His is not only extensive but also displayed with a remarkable level of detail and a commitment to going above and beyond. I love the personalized touch he brings, and his monthly updates on financial trends keep things interesting. Gerald’s your guy if you want a financial advisor for life!
-Vanessa / Joyleen Account Manager / Director
“PROFESSIONALISM AND DEDICATION THAT SETS HIM APART!”
His attention to detail and thorough understanding of my insurance needs were evident throughout the entire process. He took the time to explain policies, answer my questions, and ensure I felt confident in my coverage choices. What truly stands out is the prompt and efficient manner in which he handles any inquiries or adjustments. It’s evident that customer satisfaction is a top priority for him, and it reflects in every interaction. I wholeheartedly recommend my insurance agent to anyone seeking not only excellent coverage but also a seamless and customer-centric experience. Thank you for your exceptional service Gerald!
-Swapna Business Owner
“PEACE OF MIND KNOWING SOMEONE I CAN TRUST”
I knew Gerald through their popular retirement seminar and have trusted him with my portfolio ever since. He is very capable in his role as a wealth advisor and I highly recommend him to others who are also looking for his expertise in retirement and investment planning.