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Goh Jun Zhi

Professional Title: Financial Consultant

RNF No: GJZ300461986

Million Dollar Round Table (MDRT) - 2024, 2025
International Dragon Award (IDA) - 2024
AIA Awards

AIA High Net Worth Prestige Club
– Prestige Wealth Manager – 2025

Other Certificates

Associate Estate Planning Practitioner (AEPP)
Institute of Banking and Finance Qualified (IBFQ)

Jun Zhi is a financial consultant with over two years of experience, specializing in serving young couples and their families through various life stages.

Having transitioned from engineering in his early career years, he brings a strong analytical and data-driven approach to financial planning, achieving MDRT recognition year after year. He focuses on holistic financial optimisation, including cost-efficient wealth protection, helping families build their first pot of gold, and multiplying wealth across generations.

Jun Zhi believes that while everyone is dealt a different set of cards in life, each individual deserves the freedom and certainty to bring their goals to life and live their ideal lifestyle.