Hi, I’m Jacob Chong
Associate Director
RNF No. CKS300052823
Something about me
My professional journey began as a Police Officer before making a bold transition into the role of a Financial Advisor. Accumulating over 12 years of experience in both financial advisory firms and banks, I bring a wealth of knowledge to benefit our customers. My dedication, attention to detail, and empathy stem not only from my financial expertise but also from my unique perspective gained through my background in law enforcement.
What I find most meaningful in my career
The progressive approach to financial planning and the expansion into offshore markets drew me to PFPFA. I am particularly excited about the company's strong focus on Employee Benefits, Will-Writing, and Trusts, seeing it as a strategic move into a niche market for the New Age Financial Advisory business. Empowering clients to make informed decisions and offering a trustworthy perspective derived from my law enforcement background is what I find most meaningful in my career. Moreover, my motivation is fuelled by the opportunity to provide the best for my family and ensure my clients' financial portfolios are well-managed to avoid potential pitfalls.
One piece of advice I would give
Instil the importance of cultivating financial resilience. This involves having a flexible financial plan that can adapt to unexpected changes in income, expenses, or economic.
Reach me at
Get in touch with Jacob Chong
Book a complimentary portfolio review and discovery call today.
