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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.

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Quality Club/ Quality Club Elite

2025

Fastrack Elite

2025

Award & Recognition

Milestones That Mark Our Excellence

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Let’s Talk

Here to Guide,
Every Step of the Way

From business planning to personal wealth management, we’re committed to helping you make informed, confident decisions.

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