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Jeremy Soon
Senior Financial Consultant
I have been providing financial planning advice for the past 8 years. As a member of MDRT, I believe in having a growth mindset to deliver the highest standards of financial knowledge. Currently, I am in pursuit of my ChFC qualification.
I am a foodie and a sports enthusiast, contrary to my size. A Meepok Lover, Coffee Addict, Basketball Fan, Animal Lover, admirer of Mother Nature.
I live with my pet corgi, new born son and a loving wife. Occasionally, I dream of sailing with my family and dog on the coast of Cinque Terre, Italy.
I treasure every friendship forged throughout these years, and enjoy hearing stories from all walks of life. I can’t wait to know yours as we begin this journey together.
Let’s connect!
Jeremy Soon
Representing Prudential Assurance Company Singapore
www.prudential.com.sg/FC-info
CREDENTIALS
StarClub Qualifier [2018] QCE Qualifier [2018-2021] MDRT member [2021]
WHAT HIS CLIENTS ARE SAYING
Responsible, thoughtful and always goes the extra mile
My parents had introduced me Jeremy when I started working my first FT job and I have known him for a little over 2 yrs. We are thankful to have known Jeremy as he has always been responsible and thoughtful since the start. He also always goes the extra mile for us when possible, and is reliable when we need any help.
He always take the extra time and effort to explain anything, including my queries, thoroughly and in a way that I understand. He is also very reliable, always following up with me whenever needed
Jade
Clinical Trial Assistant
Singhealth
FOR THOSE WORKING PROFESSIONALS WHO PREFERS SOMEONE TIME EFFICIENT!
I knew Jeremy in National Service, he is one of my buddies in my unit. Despite him joining this industry, it wasn’t like some cases whereby friendships were lost when a friend join the insurance industry.
I felt comfortable when he went through the process and knowing him personally with his character and ethics, i know my policies are in safe hands. The time we spent together are always fruitful. He always made sure he is well prepared, efficient and concise during the sessions with me.
Busy working professionals who prefers working with someone efficient and no frills can consider Jeremy!
How Jiahe
Infrastructure Engineer
GovTech
A FRIEND IN NEED IS A FRIEND INDEED
Jeremy was a friend and I knew him for more than 5 years. I engaged him during the early stage of his career with Prudential, was a bit worried because he is still relatively new. But it turned out well as he is responsible especially with the prompt follow ups and updates to keep me in the loop.
I gotten more knowledge and understanding the different types of insurance and latest updates too after my sessions with him.
I would recommend youngsters who are new to the world of insurance to speak with him, because he uses simple concepts and able to connect with the same generation/era.
Yeo Hanyi
Supply Flow Analyst
Procter & Gamble
A BUDDY AND A CARING FINANCIAL CONSULTANT
Jeremy is very responsible and caring. As a financial consultant he understands his stuffs well and willing to get to know his client at a personal level, thus ensuring the right product/strategy is recommended.
He treated me like a buddy and kept in touch when I was on vacation and sent me care packages.
I learnt more on financial industry from him and will definitely work more in the future.
Raymond Tanadi
Assistant Manager
Shopee
AN FC THAT CARES ABOUT YOUR WELL BEING AND PRIORITIES IN LIFE
I actually have multiple fcs, but i think one important thing is your outlook/priorities in life are different! because you went through experiences younger in your life then the rest of my FCs.
Previously i have struggles of getting a critical illness plan, and you went through quite a tedious process to get me approved (because i was under revision and was rejected before).
You consider the things i prioritize in life as well, such as future goal, uncertainty about future employment, family; and go through the extra effort of planning multiple options i can consider
People can expect an FC who cares about their wellbeing and who they are as a person in terms of their goals/personality/priorities in life, and actively works with the client in order to come up with something that works for them and puts them in greater ease. To me, another important/irreplaceable factor is your additional experience in life that shows new dimensions on decisions in financial planning that cannot simply be found on the internet
Catherine Cai
PhD Undergraduate
A COMMITTED FINANCIAL CONSULTANT
I was approached by Jeremy at a roadshow and have had nothing but great interactions with him since.
My experience with other financial consultants had been more transactional in nature but Jeremy took the time to understand my needs and priorities at different stages of life. He also kept in touch with me over the years and would share new product launches occasionally but never to push for a deal after considering my needs. He is thoughtful and patient. Knowing he is committed, I felt more assured in engaging his service and eventually transferred my other policies to him too.
Despite me not being a big client, Jeremy has been very professional and is always ready to answer any questions I have.
Yi Ting
CMA CGM
HONEST AND CARING CONSULTANT
I met Jeremy during one of Prudential roadshows back in 2015, NTUC in clementi mall to be more exact :) I’ve been trusting Jeremy with my insurance plans ever since and I really love his service because he’s very honest and always think from my perspective. He’s never pushy or forcing unnecessary insurance plans on me ever, which is something that I really really appreciate a lot! That’s one of the reasons why i will only buy plans from him hahahaah! Also, he will give useful advices based on my current life stages as well!
Work aside, he’s a very caring and thoughtful friend! Always very touched by his little caring acts, like random gifts/cooling water delivered to my doorstep during pandemic! I’m very thankful to have met him and he will always have my trust in terms of financial planning!
I’m sure that you can expect the same kind of service from him as well!!
Weiting
HR
DEDICATED AND PROFESSIONAL
Jeremy is my financial consultant turned friend. I first met Jeremy about 5 years ago at a roadshow and initially, I was afraid that he would be one of the typical FC who is out to get sales from me. But I was wrong.
Jeremy is someone who makes an extra effort to know you better and understand your needs and goals first before even suggesting any product. He has never pushed for sales and our meetups always feel more like a chit chat catch-up session than a sharing session. Even for my friends who were worried about pushy FCs, they felt comfortable with Jeremy when I first introduced them to him.
What impressed me and sets Jeremy apart from other FCs is his dedication and personal touch. I remember that he would keep a record of everyone that he met and followed up with them a year later, even though they may not get any plans from him initially
He has never let our friendship gets in the way of his professionalism. He is a call away and is always there to help me when I needed him. Despite having a bad experience with another FC friend, Jeremy has never made me felt second class and I feel assured to have Jeremy as my FC.
Joan Wong
SATS Planner
FRIENDLY AND UNDERSTANDING
Jeremy is a good friend and a great financial advisor. He knows even though i am still schooling, he is able to provide me with a plan so that i can afford the insurance and i feel comfortable with him being my FA.
Chun Hin
Medical Care Provider/ Student
RELIABLE
Jeremy is my insurance advisor since 2018. He has been reliable, keep me updated with all the information, policy change and additional financial advise. I like how he is non-pushy and shares the topic on personal finance
Yuli
Researcher
Oracle
GREAT PATIENCE AND EASY TO TALK TO
I Jeremy is extremely patient when it comes to explaining. It is good to know he is there to answer my questions and solve my problems.
Greatly served with such a pleasant and knowledgeable agent. When you need help or have questions, Jeremy is available and always follows through. Customer service was great and easy to talk to. Highly recommended!
Cheryl
Logistic Executive
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