About me · Lu Jia Jun

The financial world has shifted... Important decisions are being left to instinct, and families are bearing the cost.

I believe in things that last. That means protecting your family before you invest, starting young and staying patient. It also means legacy planning for every family, whether there's a lot to pass on or a little.

I tell you what you can skip

Not every plan is worth paying for. If one isn't right for you, I'll say so before you sign, even when it means there's no sale for me.
I tell you my commission, in dollars

Before you sign anything, you'll know my commission on it in dollars, and any ongoing fee as a rate, so you can weigh my advice knowing what's in it for me.

I became the adviser my family never had

In 2021 I was on a Teams call at my internship when I found out my dad had had a stroke.

It was during COVID, so the hospital let in one visitor at a time, and it wasn't me. Mostly I felt useless. Everything I'd achieved up to then couldn't help my family.

A few weeks later we were sorting paperwork between hospital visits, and a policy turned up in a drawer with the warranty cards and old IC photocopies. It had been bought years earlier from an adviser we'd long lost touch with, and nobody had thought about it since. I handled the claim for my dad myself.

That claim is why I do this work. I wanted to be the adviser my family didn't have then.

It's also why I stay after a policy is signed. When a family I work with needs to claim, they call me, and I handle it with them.

Lu Jia Jun Financial Adviser Representative · GEFA · Singapore

I choose my clients
as much as they choose me.

Some people chase the quick win, and some build well, for the long term. I work with the second kind.

They protect their family before they invest, and they think early about what they'll leave behind.

My role is to help them structure and protect what they're building, so it lasts and reaches the people it's meant for.

Your adviser

Book a financial audit

I tell you what you can skip

I tell you my commission, in dollars

I became the adviser my family never had

I choose my clientsas much as they choose me.

Your adviser

I choose my clients
as much as they choose me.