Jacob's specialism01Estate planning
Wills, Lasting Power of Attorney, CPF and insurance nominations, trusts and legacy structures, so what you have built passes on clearly, kindly and without dispute.
All team members
REP NO. GCS100031014
REP NO. GCS100031014Wealth Consultants · Affinity Group
JacobGooi
Executive Wealth Consultant
Risk ManagementProtectionRetirement & CPFEstate & Legacy
Jacob entered the financial advisory industry in 2001 because he wanted to help people make better decisions with confidence and peace of mind — qualifying for MDRT in his very first year. A CFP® professional and Executive Wealth Consultant, he takes a meticulous, client-first approach with a strong focus on risk management, protection and long-term planning. When investment is involved, he always considers the downside first and works on ways to mitigate risk while keeping the plan aligned with the client's goals. Jacob listens carefully, explains his reasoning plainly and never rushes a decision, which is why so many of his client relationships span decades rather than months.
“Consider the downside first. Then build the plan.”
In Jacob's words
WA +65 9667 6708jacoba.gooi@infinityfa.com.sg
Credentials & recognition
Two decades of proof.
Jacob's designations and industry honours — every one of them earned since starting in 2001.
Million Dollar Round Table
MDRT · 20012001MDRT
1× MDRT
Professional designations & qualifications
- Certified Financial Planner™CFP®Designation · Financial Planning Association of Singapore
Behind the role
What Jacob brings to the branch.
Areas of advice
Financial Protection PlanningLife & Health InsuranceCritical Illness PlanningCareShield Life & Long-Term CareRetirement & CPF PlanningInvestment & Wealth PlanningEstate & Legacy PlanningBusiness Protection PlanningEmployee Benefits & Corporate SolutionsEducation Planning
How we can help
Conversations Jacob can guide you through.
Jacob specialises in estate planning, insurance advisory and retirement planning, and is backed by specialist pathways across the branch for everything else.
Jacob's specialism01
Jacob's specialism02Insurance advisory
Life, health, critical illness, disability and long-term care cover, reviewed against what your family actually needs rather than what a brochure suggests.
Jacob's specialism04Retirement planning
CPF LIFE, SRS, annuities and income drawdown strategies that turn decades of work into a retirement you can enjoy, including a micro-retirement along the way.
03Personal financial planning
One honest picture of your income, spending, debts, CPF and goals, turned into a plan you can actually follow as life changes.
05Investment management
Diversified portfolios, unit trusts, ILPs and regular reviews built around your risk appetite and time horizon, not market noise.
06Tax planning & optimisation
Making sensible use of SRS, CPF top-ups and relief-eligible structures so more of what you earn stays working for you.
More of the team
