I believe in striking a balance between our family and work, spending golden moments with our loved ones, and still achieve our life goals.
Having the best of both worlds is not a fantasy. It can be realized with the well-rounded planning of our life.
I joined the financial services industry in 2007, aspiring to help people from all walks of life to gain clarity with their financials and achieve their goals in life.
As a holistic wealth planner, it is heartwarming whenever my clients sees the importance of having their wealth protected through life insurance or other instruments.
Because I have benefited from it, where my mom passed away many years back, I truly believed in having a sound financial plan to protect ourselves and our loved ones.
Hi, my name is Jocelyn Ong, and above is my short story. Do you want to know more about how I may help you achieve your financial goals and have peace of mind?
Relationship as a Service (RaaS)
Why Relationship as a Service (RaaS)?
Let's be open about it. A well-rounded planning of our life requires a trusted lifelong relationship between the advisor and the client.
It is a voyage for everyone, having to go through different phases of our lives. At every stage, there are different needs. And that is what I do, to listen to your story and partner with you to achieve success and peace of mind.
At Jotech Consulting, I aspire to have the privilege to walk the journey together with you, and in turn inspire you to be successful mentally, healthily, and financially - A Wealthy Living solution.
What does it take to be successful? It all starts with our minds.
Do you believe that having the right thoughts will help you arrive at the right words and actions?
At Jotech Consulting, we will show you what we believe as we champion our Vision throughout our community via our education programs.
What is Wealth when you lost the Health to enjoy the benefits of your labour?
At Jotech Consulting, we strive to help our community to live a healthy and happy life, physically and mentally.
We aim to be your lifelong partner and walk with you through your golden years.
The Wealth Engine is a roadmap of financial services targeting wealth accumulation, protection, and growth.
It will take care of your every need in each phase of your life.
And we take pride in working out a holistic plan for you and ensure that your financial goals are achievable.
My Awards & Achievements
Licensed NLP Coach®
Islamic Financial Planner (IFP) Certification
CFP Professional
Member of:
FPAM - Financial Planning Association of Malaysia
LIAM - Life Insurance Association of Malaysia
PIAM - General Insurance Association of Malaysia
MTA - Malaysia Takaful Association
FIMM - Federation of Investment Managers Malaysia
Invited as Public Speaker for:
- Malaysia MDRT Day 2019
- Malaysia MDRT Day 2020 Virtual Event
Other Achievements:
- Speaker for various internal events to raise awareness on financial planning
- Coaching and Mentoring fellow aspiring Financial Planners
Videos
Financial Planning Ebook
Contact
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