Jason Boon, MDRT
Executive Financial Consultant
Phone:
+65 9477 9838
Email:
Speciality:
Portfolio Optimization
Retirement Planning
Investment Portfiolo
Whatsapp Me:
A Bit About Me
Attracted by the fulfillment of a meaningful career, I joined the financial services industry to make a difference in people’s lives. My core belief is that financial consulting experience should be simple and easy to understand.
As a strong advocate in financial planning, many clients have changed their perspective towards managing their finances after meeting me. I believe that the actions you take today should translate to measurable results years down the road.
In the advisory firm that I'm with, we are not funded or backed by any particular insurance provider, private equity, or listed company. We are under no pressure by any international insurer's shareholders or board of directors to enhance shareholder profits or stock prices at the expense of our clients.
I would love to connect with you to share ideas, information, or just get to know each other better.
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Key Milestones
Star Club, Million Dollar Club
International Sales Convention
Million Dollar Round Table (MDRT)
I joined this industry from the Engineering industry because I am a true believer of proper financial planning. Grateful to achieve my first awards in recognition of my work i did for my clients.
This yearly convention gives me an opportunity to learn form other elite Financial Consultants within the industry.
This is my 4th MDRT
My Articles
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