
Personal Information
Jia Zheng
Financial Consultant
Certified Estate Planner
Institute of Banking & Finance Qualified
I’m a dedicated financial planner with Prudential and an estate planner with Get Arrange, passionate about helping clients achieve their financial goals and secure their legacies.
I specialise in holistic financial and estate planning, with extensive experience in will drafting — ensuring my clients' assets are distributed according to their wishes and giving them greater peace of mind.
At Prudential, I take a client-centric approach because I believe everyone’s financial journey is unique. I provide personalised strategies to help clients build, manage, and protect their wealth — from investment planning and retirement solutions to insurance, tax strategies, and education funding. By tailoring investment portfolios to suit each client’s risk appetite and goals, I aim to ensure a comfortable retirement while also delivering tax-efficient solutions and comprehensive protection for life’s uncertainties.

Quality Club/ Quality Club Elite
2025
Fastrack Elite
2025


