Jonathan Teo
Senior Director of Sales
Ascent Advisory
Manulife Advisory Group
Manulife Pro Diamond
Senior Director of Sales
Manulife Pro Diamond
Member of Ascent Advisory Branch
Jonathan Teo
Senior Director of Sales
Ascent Advisory
Manulife Advisory Group
Manulife Pro Diamond
• Singlife/Aviva
• NTUC Income
• iFast Financial
• China Taiping
• Tokio Marine
• Raffles Health Insurance
• China Life
• UOB KayHian
• Havenport
“Jonathan’s dedication, prompt responses, and exceptional service make financial planning stress-free. Highly recommended for tailored advice and confidence in the future.”
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Lawyer
“Expertise in coverage needs and clear, simple guidance ensure financial security for our family. Warm, friendly, and highly recommended.”
⭐️⭐️⭐️⭐️⭐️
Banking & Sales Manager, Parents
“Yearly reviews and tailored plans keep us informed and confident. Professional, patient, and dedicated service.”
⭐️⭐️⭐️⭐️⭐️
Retiree
“Meticulous and reliable service meets unique financial needs, even during emergencies. Highly recommended for personalized, attentive financial planning.”
⭐️⭐️⭐️⭐️⭐️
Self-Employed
Jonathan balances professionalism and personal connection, never pushing new products unless beneficial.
His support with health, savings, and planning for my child has been invaluable.
Available 24/7, he assists with insurance claims, even overseas, and knows my policies better than I do.
He provides updates and reminders years later, ensuring continuous support.
Jonathan manages my family's financial portfolios with expertise and responsiveness.
His well-rounded planning, prompt communication, and extensive knowledge inspire confidence in my financial future.
Jonathan's friendly and open approach makes every interaction pleasant and insightful. Highly recommended!
Jonathan's expertise in critical coverage needs and clear, simple explanations have been invaluable since our baby's birth.
His warm and friendly demeanor, combined with professional knowledge, makes him highly recommended for financial planning.
Jonathan is an excellent financial advisor who provides tailored advice for young professionals.
His dedication, prompt responses, and exceptional service make financial planning smooth and stress-free.
I have recommended him to my family and friends, all of whom have been equally impressed.
Jonathan's professional and informative approach to financial planning has been invaluable.
His detailed and strategic planning, exceptional claims assistance, and seamless after-service care set him apart.
I highly recommend Jonathan for his commitment to excellent service and genuine care for clients' financial well-being.
Jonathan has been exceptional from day one, patiently addressing every question and ensuring my financial needs are met.
His meticulous and hardworking nature, even during emergencies, makes him highly recommended.
Jonathan's service is greatly appreciated and always reliable.
Jonathan offers personalized service, never pushing plans but recommending those that suit our needs.
He’s patient, thorough, and always prompt with after-service.
His yearly reviews keep us informed, and I confidently recommend him for his professionalism and dedication.
Young adults starting their careers benefit from strong financial foundations, goal setting, and growing their wealth effectively.
Experienced professionals can optimize wealth, manage risks, and secure a future aligned with their ambitions.
Customized solutions for education savings, family protection, and financial stability ensure focus remains on creating cherished family memories.
Retirement strategies provide steady income, protect legacies, and adapt to changing needs, offering peace of mind.
Tailored financial plans address irregular income, and ensure savings stability for long-term clarity and security.
Hello, my name is Jonathan. With over 9 years of experience in the financial services industry, I dedicate my career to helping clients achieve their financial goals and secure their financial futures.
I believe access to quality financial advice should be a universal right, and I am dedicated to making this vision a reality by delivering outstanding service to everyone I work with. The foundation of my client relationships is built on trust and transparency, ensuring open and honest communication at all times.
I am committed to staying informed about the latest industry trends and continually updating my knowledge to provide the best possible advice. My clients appreciate my dedication and often express their trust in my recommendations, having witnessed my commitment to going the extra mile on their behalf.
Throughout my career, I have received numerous awards that highlight the impact I have made. Yet, the greatest recognition comes from seeing my clients enjoy the financial security and benefits of well-informed decisions made in advance. These experiences remind me of the significant responsibility I hold to act in the best interests of those I serve, ensuring their financial well-being is always my top priority.
IPs combine MediShield Life and private insurance, but a lapse in payment can mean losing years of protection. Learn how to stay informed and prevent it.
Master the three essential financial planning pillars — protection, savings, and investment — to build a secure and resilient financial future in Singapore.
Learn how to maximize your CPF for retirement in Singapore with smart strategies like early top-ups, CPF LIFE planning, and MediSave utilization.
IPs combine MediShield Life and private insurance, but a lapse in payment can mean losing years of protection. Learn how to stay informed and prevent it.
Master the three essential financial planning pillars — protection, savings, and investment — to build a secure and resilient financial future in Singapore.
Take control of your financial future with personalized strategies designed for your unique goals and life stage. Let’s build a plan tailored just for you.
Young Working Adults: Embarking on your career is the ideal time to establish a strong financial foundation. Prioritize budgeting, initiate savings plans, and explore basic investment opportunities to secure your future.
Experienced Professionals: With a solid career trajectory, it’s crucial to optimize wealth accumulation and prepare for retirement. Advanced investment strategies, comprehensive estate planning, and effective risk management are key to sustaining and growing your financial health.
As parents, ensuring your family’s financial security is paramount. Planning for your child’s education, healthcare, and overall well-being requires a strategic approach.
By establishing a solid financial foundation, you can provide your children with the opportunities they deserve while safeguarding your family’s future.
Retirement is a time to enjoy the fruits of your labor, but it requires careful planning to ensure financial security.
Proper retirement planning helps you manage your CPF LIFE payouts, create passive income, and prepare for healthcare needs, giving you the peace of mind to focus on what truly matters.
As a self-employed individual, managing irregular income and planning for the future can be challenging.
Establishing a solid financial plan is essential to ensure stability and growth. Focus on budgeting, building an emergency fund, and planning for retirement to safeguard your financial well-being.
A comprehensive approach to securing and growing your wealth by counteracting inflation and leveraging tailored investment strategies. Understand the importance of balancing savings with smart investments to achieve your financial goals effectively.
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Accelerate wealth growth with a strategic and balanced investment approach. Personal investment is key to meeting financial objectives, managing risk, and aligning with individual goals and time horizons.
This structured and adaptable approach ensures your investments work effectively toward growing your wealth over time.
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Secure your golden years by planning ahead. Starting early allows for greater wealth accumulation and ensures you can enjoy the lifestyle you desire during retirement. With longer life expectancies, preparing for an extended retirement is more important than ever.
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Secure your financial future with proper preparation and protection planning. Unexpected events like accidents, illnesses, or loss of income can occur without warning, making it essential to have the right financial coverage to safeguard your family’s lifestyle.
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Ensure the smooth transfer of your wealth to future generations and establish a lasting legacy. Thoughtful estate planning minimizes conflicts, avoids legal complications, and ensures your wishes are carried out while providing peace of mind for you and your loved ones.
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Integrate your property into your financial portfolio with a comprehensive mortgage plan. Proper planning not only secures your home investment but also aligns it with your broader financial goals, ensuring long-term stability and growth.
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