Wang Hewei (Business IT Analyst)

From an assigned insurance agent to a true friend, Zong Jie helped much beyond just a business. He recovered my confidence in the insurance agent. At that moment, my agent changed a few times within 18 months and my portfolio is left in a mess. I almost gave up with Prudential and wanted to stop buying from them until Zong Jie was assigned to me. His sincerity and personal touch impacted me to trust him. We become friends since then. Zong Jie utilized financial/insurance products to help me plan based on my needs rather than what he wanted to sell. Zong Jie was very helpful when I need to claim but did not know-how. Zong Jie’s rich knowledge and experience are beyond just insurance and finance. He likes to share those and truly inspires me in many ways. He is helping me to consolidate my portfolio and optimize for me, which is what I need exactly. Zong Jie has been with me at every important stage of my life. He works closely with me to customise solutions for every need that my family and I have. Through his planning process, I received coverage that I would otherwise have not been able to get. I've engaged many advisors before, but Zong Jie is the only one I trust to take care of my family's financial needs.

Cheng Ping (Retired Teacher)

When I first met Zong Jie some years ago, he had been tasked to take over my little portfolio at Prudential. I was pleasantly surprised by his sincerity and enthusiasm although it did not seem I was much of a prospect to invest in. But he was earnest not in pushing any new products but finding and formulating my profile. We got into an interesting and absorbing chat from which I discovered a young man who understood and possessed high values of morals and character. And he had embarked on a graduate course in TCM. We ended that meeting without any sale but I was excited that I had come to know a young man with rare qualities such as he had. Through the years we kept in touch and he did sell one small policy to me. However, he was always available whenever I needed advice or opinion in insurance or finance matters. He would get to the bottom of the issues and present the options/solutions to me. He has never tried to coerce me to choose his option. Through the years he has proven himself to be a man of integrity and of indisputable morals and character and to be a friend rather than a financial adviser. I am thankful for a trusted and reliable friend in Zong Jie. Will definitely recommend those who have yet to know him to engage and talk to him.