Jason is one of Hong Kong’s leading and striving financial advisers. He is a member of the Hong Kong Confederation of Insurance Brokers and is a foremost expert in areas such as QROPS, SIPP, QNUPS, lump sum portfolio management, savings plans and life Insurance.
Jason takes a holistic approach towards wealth management ensuring protection and succession planning are in place before managing savings and investments. His customer centric approach allows him to engage with a diverse range of clients including company directors, lawyers as well as families wishing to save for and protect their future.
Jason has flourished in the financial Industry as a well respected professional, who always believes in delivering the very best to all his clients. He is an experienced financial adviser which is evident in his years of experience and also from the reciprocation of his client base, not only in Hong Kong but globally.
Skills and expertise
Registered Technical Representative, Hong Kong Confederation of Insurance Brokers (HK)
Jason is a family man, married to Zoe with two young children. He is perfectly positioned and skilled to help expats and locals achieve their financial goals.
Jason is extremely thorough and knowledgeable of the markets, the many different investment opportunities and strategies. He is a very good active listener and he has been able to match my risk threshold with solid returns. Whether you are looking at real estate, fixed income, equities or structured products, I have found Jason to have good recommendations and strong opinions that are backed by up to date research. Jason operates with a high degree of integrity and discipline.
Jason and I have been cooperating since 2012 in the investment property space, and the knowledge and expertise Jason has brought to the table has been invaluable. As a property investor himself, Jason fully understands the market dynamics and mechanics of buy to let investment, and as such is able to impart that wisdom when assisting his clients. In addition, I’ve always been particularly impressed with Jason’s integrity. He is always very conscious and diligent in making sure that his client’s needs are taken care of, and that any financial tool that he offers to clients is the best option for that particular client and their specific circumstances. I’m fully aware that every product I bring to the table will be fully scrutinized and picked apart by Jason before it is presented to any of his clients, which is exactly the way it should be for any wealth manager worth his salt.
Jason is incredibly professional. I would thoroughly recommend him to anyone looking for a professional who is able to provide insight an advice by getting to know you and really understands your needs and aspirations.