Jun Zhi - AIA FA Associate Director
Authorised Representative of AIA Financial Advisers Ptd Ltd (Reg. No 201715016G)
Jun Zhi began his journey in financial advisory after leaving a career in engineering. He noticed that many advisors focus on products rather than holistic planning, leaving clients without real clarity. The need became personal when even his own parents did not know who their advisors were. Through AWM Group, Jun Zhi learnt that personal finance is often more “personal” than “finance.”
Since then, he has helped hundreds of clients bridge the gap between where they are today and where they want to be. Drawing on his analytical background, he developed a flagship asset planning framework that helps clients of all ages achieve financial freedom 5–10 years earlier through professional asset allocation. He also believes estate and legacy planning is a crucial aspect for generational wealth that remains largely untapped across Singapore.
Fast forward three years, Jun Zhi has been a yearly member of the Million Dollar Round Table (MDRT) and received the International Dragon Award (IDA). He sees these achievements as reassurance to clients that his expertise is competent and held to the highest ethical standards.
Jun Zhi’s motivation comes from the encouragement and support of his family and friends. He finds the greatest joy in serving the needs of his immediate circle, and extending that impact to those closest to them. Learning from their insights inspires him to continually give back to the community.
Jun Zhi knows that as a financial planning professional, their words carry weight. Hence, Jun Zhi created a Telegram channel – JayzeeFinance, to share his research and insights, with the intention to provide more credibility and objectivity in his views. Jun Zhi constantly improves his competency by attending numerous courses to further-value add his clients and widen his target audience.
While Jun Zhi has earned numerous awards and accolades, he finds they cannot be compared to the amount of trust his clients have placed in him. For Jun Zhi, these awards are merely a reassurance for his clients that he is competent and ethical in his practices, and to leverage on platforms to meet more successful mentors to learn how to further hone his craft – all to be a better financial consultant.
It all starts with proper planning. The goal isn’t to live forever, but to create something that will.
Jun Zhi’s consultancy services are typically catered to medium to high net worth individuals, but almost all the time, he is willing to assist and aid everyone with their financial planning. Experience elevated wealth consultancy with his personalised consultation process.
To help you take ownership of your wealth and plan your financial life, setting and achieving realistic goals.
To protect what’s precious. Helping you manage your wealth, making sure all your bases are covered, including digital assets which will be more prevalent now and in the future..
To live a financially free life, helping you make informed investment decisions, growing your wealth in a way that suits you
To ensure that you live a life that outlives you, having enough at the end of time.
To ensure that your assets are passed down to your loved ones, keeping your legacy and loved one protected.
Structuring portfolios and recommending strategies to minimize tax liabilities, guiding clients on tax-efficient wealth transfer strategies
Jun Zhi treats every client like his friend, planning with their best interests in mind. He takes time and effort to understand your goals and always does his very best in helping you in your financial planning. Unlike some other financial advisors who may hard sell their policies, Jun Zhi might even discourage you from buying it if you’re not financially ready for it!
I’ve met with numerous financial consultants, but Jun Zhi truly stands out. He respects your life situation, never pushes products, and ensures solutions align with your needs. He’s also highly responsive and accommodating, providing exceptional client service.
Jun Zhi is a highly driven and passionate financial advisor who would go the extra mile for his clients. He offers 1-to-1 crash courses, even amidst his busy schedule, that are personalised and tailored to our situation. Jun Zhi is also really clear in his explanations such that a financial newbie like me can also understand. 😝
He’s genuine and hardworking, definitely not the type to pressure you into buying policies or plans. Instead, he shares his opinion on what suits you best given your current situation and lets you think it through. Sometimes I wonder why he didn’t just sell me his products right away, but that’s exactly why I feel comfortable talking to him! He doesn’t believe in hard-selling, and it shows.
Over the years in financial advisory, Jun Zhi noticed a clear pattern:
As people move forward in life, their financial needs grow but their time shrinks. Most people simply don’t have the time to properly educate themselves on how to manage their wealth, optimise their insurance, or plan their estate. Financial planning becomes stressful not because they don’t care, but because they’re too busy earning more but not maximising what they already have.
At some point, people start worrying whether they chose the right financial vehicles to achieve their goals, whether they are overpaying for insurance or mortgage interest. These are common headaches across society, and if they are not managed correctly, it can potentially result in family squabbles due to lack of proper estate planning.
Jun Zhi believes that managing wealth should feel simple, and anything that feels overly complicated is probably not the right fit. Using a clear and structured approach, his clients have saved $1,000–$5,000 a year on insurance premiums, increased their retirement income by 2-3x, and built robust estate plans that ensure their assets are protected and passed on legally, orderly, and on time.
Wealth doesn’t have to be confusing. With the right guidance, it becomes a system you understand, trust, and grow with.
In Just 20 Minutes, Jun Zhi can help you unlock and identify unoptimized assets that you may have, to help you maximise your retirement income.
At the very least, you will get a better understanding of your financial position, to help you make better financial goals for your future.
Fill up the form below and he will personally schedule a call back.
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