Jason Long
A loving father and strong family man, Jason emphasises on :
1) Family centric and Family first planning
2) Retirement in dignity, where we would not be a burden to our children
3) Building a robust portfolio, with easy to follow touchpoints ensuring that clients can keep up with their own financial objectives
How exactly does he manage that?
AI based planning strategy
To keep your financial goals focused, and without interference from human error
Always on Touchpoints
Freeflow information all from one website
Estate Planning
A Robust Portfolio means having an estate distribution strategy to ensure your estate is correctly distributed to the right people at the correct times
Ever ready to serve
I meet all clients on a yearly basis to ensure their portfolios are up-to-date and goals on track
