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⭐ Navigating Your Financial Future

Ee Jun Kai

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REP No.: EJK300540209

Associate Wealth Advisory Director

Jun Kai is a Financial Advisory Manager who is a strong believer in unbiased and quality advisory when it comes to financial planning. He specialises in both Personal & Corporate financial solutions and advises clients to attain financial resilience & achieve short and long term goals.

As a Bachelor in Finance and Management also a graduate of Diploma in Business Administration and Advanced Diploma in Financial Services. Jun Kai has helped countless clients with their insurance and investment portfolio. During his free time, Jun Kai enjoys playing and coaching badminton.

Jun Kai strives to achieve the best financial advisory practices and benchmarks in this competitive world of financial advisory.

 

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  • Insurance Planning
    • Whole Life insurance with Critical Illness
    • Term Life Insurance
    • Health Insurance
  • Retirement Planning
  • Risk Management
  • Investment Planning
  • Mortgage Planning
  • Estate Planning
  • Education Savings Planning
  • Company Employee Benefits & Group Insurance
  • General Insurance
    • Travel
    • Motor/Car
    • Bonds
    • Pet insurance
    • Commercial related insurance

 

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Awards & Recognition

  • FA Quality Class – Eminence 2025
  • Million Dollar Round Table (MDRT) Qualifier 2025
  • FA Quality Class – Prestige 2024
  • Million Dollar Round Table (MDRT) Qualifier 2024
  • FA Quality Class – Prestige 2023
  • Million Dollar Round Table (MDRT) Qualifier 2023
  • FA Quality Class – Prestige 2022
  • Million Dollar Round Table (MDRT) Qualifier 2022
  • FA Quality Class – Prestige 2021
  • Million Dollar Round Table (MDRT) Qualifier 2021
  • FA Quality Class – Merit 2020
  • Million Dollar Round Table (MDRT) Qualifier 2020

 

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