Meet Junwen

Life Advocate | Wealth Architect | Digital Strategist

My mission is to educate and empower people to design their lives so that they can live in abundance.

As a coach and consultant in the financial industry, I will equip you with the necessary knowledge that enables you to make informed decisions across multiple aspects of your life. Every wise decision you make has the potential to propel you to greater heights in your life, and eventually accomplish the ultimate goal of a fulfilling life with abundance.

Let me partner with you, to design and nurture your dreams and ultimate life goals.

Junwen came to my rescue!

I first got to know Junwen Chen about 3 years ago. I remembered how I was frantically looking for someone to do public liability and insurance for concerts (after all I got that project 3 weeks before the event itself). He came to my rescue and settle it for me in a breeze.
From then on, he does all my events’ insurance and we became friends.

Today I am thankful that he handles my boys’ educational plans.

Thanks Junwen for the patience!

Jihan Jauhar
Private Tutor
Good sharing and knowledgeable

It was a good sharing and knowledgeable to share with me the details of the topic by both Mr Junwen and Miss Tiffany. They explained to me in details of the consequences and about my future. Kudos to both of them for the simple and understanding of this matters. Thank you.

Experienced and Knowledgeable

Thank you Junwen for the amazing policy he recommended which catered to my needs. He is experienced and knowledgeable with his products and does not rush in explaining the product to me.

Eric Liew
Private Driver
Sincere and hardworking

Junwen is a sincere and hardworking individual who looks out for your best interest. I would recommend him to family and friends seeking insurance/financial advice.

Angeline Wong
Hardworking and highly motivated

Junwen is a very hardworking and highly motivated person, he always strives to perform his best in anything he does. His strengths are to speak confidently and to relate best to his clients. It has always been a great and fruitful time to be able to talk and chat with him!

Giselle Suroto
Friendly, approachable & knowledgeable

Friendly, approachable & knowledgeable.

Tbh, this is my 2nd time having this exposure to the world of saving, investment and wealth management. Many things were covered during the session with Jun Wen. Although sometimes for certain information, we may already have it at the back of our minds but it is good to have someone to bring it up, reminds us of the importance of needs over wants.

I am glad that he was willing to take the extra step to book another appointment with me to further chat about my finance at the end of the year.

I think I still have a lot of things to learn, learning doesn’t stop now. Whenever I’ve questions, I will definitely approach Jun Wen as my sensei (teacher) !

Ying Wei
Willing to go the extra miles

Junwen has made my insurance sign up and insurance claims a breeze. He is a very responsible financial consultant and has been able to give me recommendations based on my current financial abilities and needs.

He is a financial consultant that is willing to go the extra miles when I am in need of advice on the policies I signed. He is always very reachable and has not made me feel that I signed up with someone who only cares about numbers. From his service to me thus far, I can tell that he is more than just a financial consultant, he is a financial consultant that truly cares about his client. I have had previous experience where I signed up for an insurance and the agent was hardly reachable and gave me the feeling that he is trying to push away or cannot be bothered about my enquiries. Junwen on the other hand has proven himself to be not just responsible, but his service is indeed commendable. He ensured my claims are processed quickly and effortlessly from the start to finish.

I strongly recommend anybody who has insurance/ financial needs to come to him.

Esperanza Lim Shu Hui
Entrepreneur, Marketer
Very helpful and sincere!

Junwen is very helpful and sincere in helping me with my insurance and investment plans! He recommends policies that are within my budget and has his clients’ interests at heart! He took over my insurance and investments plans and ensure that I have the right coverage and to utilize it well.

Halijah Omar
Cabin Crew
Understand his clients' needs

Junwen is a very hardworking and motivated person, who always strives to perform his best in anything he do.

Junwen never gives up despite of setbacks and obstacles. He always try many ways to reach his goals and surpasses his own limits. He has strong willpower and great determination to reach the peak.

The reasons why I recommend him to people is because he is able to understand his clients’ needs, and able to provide full assistance to his clients in due time. He is also able to speak confidently with no hurdle.

Benjamin Choo
Technical Specialist
Very patient and Great Knowledge

I have chosen to work with Junwen as we had a very comfortable talk during our first meet up. He has been very patient and has great knowledge of products.

I have gain knowledge of health and monetary investments from Junwen and only invest based on my cash flow abilities, which is beneficial as i will not be investing blindly.

Junwen is friendly, approachable, and not motive motivated which stands out from the other competitors out there.

People like me who previously do not have knowledge on money management will greatly benefit from his knowledge as he will analyse with you from the beginning and will slowly guide you to the right paths.

Tan Mun Ting

Junwen is passionate about helping millennial to design their lives, empower them to live a life of abundance. He is desire to assist them in mapping out their financial blue print to help them achieve financial success in life.

Jolene Goh
Senior Estate Planner
Help you achieve your dreams

Do you have a dream? If you can’t answer this question, you should speak with Junwen. He will rekindle the spark in you and help you achieve your dreams.

Farrand Hey
Team Builder at Orange Tee
Wants more for his clients

Junwen wants more for his clients. He wants them not just to live within their means but to live their dream lives. He wishes to be the one design their clients’ lives for them. With his passion and belief to not have his clients live a life where they have to scrimp and save, I believe he can achieve more for people.

Justina Lim
Friendly, honest and understanding

Junwen is a very friendly, honest and understanding person. He upholds his standard and always looking for self improvement! Meet him and you will be inspired!

Samantha Thiong
Marketing Lead
Trustworthy and provides excellent service

Junwen has our best interests in mind. He is trustworthy and provides excellent service. I normally dread dealing with the complicated procedures of insurance but Junwen has made it easy and painless. All thanks to him I have myself covered and protected.

Tay Xin Yi
Very sincere and genuine

Junwen is a very sincere and genuine financial advisor who provides useful information about financial planning. It has been a fruitful and fulfilling session talking to him.

Insightful analysis

I’ve met so many agents before, and none shared such insightful analysis of my portfolio with me before. The concept is particularly useful for me to prioritize my Life Planning. I also benefited from understanding the various strategies. You came very well prepared. Thank you!

Ng Xue Ying
Highly motivated individual

Junwen is a person who has a clear definition of what he wants.He is very committed to assisting his clients and their well-being is his final goal. A highly motivated individual.

Soni Bhojwani
Managing Director
Highly skilled and knowledgeable

Junwen is highly skilled and knowledgeable in his work. I would highly recommend him for his passion and dedication to help his clients.

Nidhi Belani
Former Air Stewardess
Interesting Presentation

Junwen provided a very interesting presentation of his thoughts and ideas with regards to financial planning, especially for families with children. The visual impact from the presentation and websites is definitely useful and a good idea.

Crystal Tan
Great attitude!

Junwen has a great attitude and is always willing to learn. He may be quiet and unassuming but he truly wants the best for his clients as their dreams are always his focus. As an individual, he is always pushing on and never gives up.

If you are looking for someone who will relent in helping you design your dreams, look for Junwen.

Sherwin Lee
Friendly and approachable

I know Junwen through a mutual friend. Junwen is friendly and approachable. He is generally a family man who cares for people. He has a well-crafted process in helping people meet their goals in life. His ideals and methodology can help you streamline your portfolio and prioritize what’s important and essential to you. I believe you will benefit from meeting up with him for a short sharing session.

Keith Poh
Property Investor
Go the extra miles

Junwen is a passionate man that will go the extra miles for his clients. His specialization of portfolio management adds tremendous value to his clients.

Fah Jia Jun
Sales and Marketing Manager

Junwen is the one of the most sincere and coachable individual I had ever coached personally. His relentless faith in pushing himself to the next level of betterment is admirable.

With an internal fountain of energy flowing that craves to soak up knowledge and sharpen his skills, he is definitely your best ally to have in achieving your financial goals.

Jacky Chua
Sincere and diligent

Junwen is a very sincere and diligent financial advisor, and I’ve always enjoy working with him. He is very forthcoming with his thoughts and opinions, and is very open to listening and hearing more about me.
I am confident of a lifelong working relationship with Junwen!

Chris Zheng
Good grasp and knowledge

Junwen has a good grasp and knowledge of his products. He is well prepared, articulate and able to provide good strategic advice to his clients. I would definitely recommend him to anyone looking at doing some financial, retirement and life planning.

Joel Lim
Sales Executive
Understood my needs

I had met many advisors from different company over the years, including having a very good advisor from another company serving my needs. However Junwen had showed me his values and thus made me decide to take up his recommendation.

Junwen understood my needs, patiently asked a lot questions and he never rushed into conclusions. He is passionate in his work that make me took the policy he recommended.

Thank you Junwen and keep up the great job!

Audrey Ong
Ex RWS Manager

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My Services

Retirement Planning

Estate Planning

Education Planning

Tax Planning

Business Succession Planning

Relationship Management

Investment Planning

Cash Flow Management

Risk Management

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