Jake Tok
Senior Wealth Management Consultant at Professional Investment Advisory Services Pte Ltd
Based in Singapore
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Seniority
Staff
Department
Finance & Accounting
Location
Singapore
Industry
Financial Services
Company size
589
Contact information
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j•••••••@proinvest.com.sg
Phone
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Background
About Jake Tok
3 main things that I do for my client 1) Reduce their insurance premium with the same sum assured with better coverage (if possible) 2) Look into ways to generate high cash inflow in a LOW RISK environment better than endowment plan 3) Helping them to look into their parents old insurance policies with the latest update ( because you will never want to be in a position when you thought that they have) These are the things I do daily and if are open to it lets have a chat :)
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