
Education / Professional Qualifications
- Bachelor in Business (Marketing)
Awards
- MDRT 2021
- COT 2022
- Achievers Club 2019, High Performance Club 2020
- Platinum Club 2021
Jaffa Yongzhen (Jenn)Wealth Management Consultant
contact details
Education / Professional Qualifications
- Bachelor in Business (Marketing)
Awards
- MDRT 2021
- COT 2022
- Achievers Club 2019, High Performance Club 2020
- Platinum Club 2021
My decision to leave behind my corporate career puzzled both my parents and friends. They struggled to comprehend why I would opt for a profession perceived as being for the less educated and fraught with prejudice. I am well aware of the negative stereotypes associated with this industry, and it’s true, it hasn’t always been regarded as reputable.
Yet, times have evolved, and so has the profession itself. I felt a profound longing for a career that held meaning, one where I could contribute to positively impacting the lives of those around me. It’s been more than four years since I made the switch, and I haven’t looked back since. The sense of fulfillment I experience in assisting my clients as they plan and strive towards their goals is truly gratifying.
I am deeply grateful to my clients who have chosen to embark on this journey alongside me, entrusting me with their confidence and providing me with the opportunity to enhance their lives. The friendships forged along the way are invaluable to me, and I cherish each and every one of them.
Wall of Trust

“CARING, KNOWLEDGEABLE, CONSISTENT”
It is such a blessing to have met Yongzhen! She is knowledgeable and if it’s a question or product that’s new or unclear, she will go learn/study it, digest the information then come back to explain and give me options! When I met her, I was in my difficult years. She patiently helped me review and plan. It didn’t stop there, as years went by, she diligently updated and advised me on solutions. She has been so caring and consistent that she’s become an intricate part of my inner circle! I will definitely recommend her to my friends if we speak of financial planning!
-Mdm Maria N, Secretary, BlackRock Singapore

“GENUINE, PROFESSIONAL, TRUSTWORTHY”
Jaffa Yongzhen (Jenn) has played a pivotal role in addressing my family’s financial planning. We have known her for a few years now and the only regret was that we have not known her earlier! Jenn has been genuine and professional in rendering her services where our sustenance has been her priorities rather than upselling of any products to meet her ‘targets’. We were impressed that she would have diligently researched other products available in the market so as to address any queries by us. Her calls for meet ups includes updates on the current changes to National Policies in ensuring that we understand the changes and implications that it might have on our portfolio – no mention of selling products at all. Given her advices, we managed to see real profits (despite the short time horizon) in our investments while being assured that our basic coverages are managed progressively with having enough cash flow for potential emergencies/needs. If you require someone who is trustworthy, Jenn is the person you should look out for.
-Mr Muhammad S. Manager, MOM

“PATIENT, HONEST, TRUSTWORTHY”
Yongzhen comes across as a patient financial adviser who answers my questions and also re-explains tirelessly. She has given lots of practical and objective advice on areas where my protection was lacking and also on areas that were overlapping. She helped to plan ahead to reduce the burden of insurance in old age and advised me to start saving for retirement. She also provides excellent service, she has been patient, timely, friendly and warm. My queries are answered promptly and she can be easily contacted. She drops me a message regularly, and shares information seminars on retirement/investing from time to time. I learnt a bit more about investing and Trust through it. I appreciate much that she looked ahead to plan and anticipate my insurance costs after I retire and also changed me to a plan with better protection without paying too much extra. I think other advisers often do not follow through or they don’t follow up after some years or leave the company. They do not try to help me see if I shld cut away unnecessary insurance costs or plan to reduce the burden of paying for many insurance premiums. I am grateful and thankful for her help. Overall, I find her a honest, patient and trustworthy adviser. I strongly recommend her to help anyone plan their insurance and retirement needs.
-Ms Wong QY, Teacher, MOE