AEPP(R) Certification | AXA 2022 Lausanne Sales Convention Qualifier | Top 50 PFPFA APE 2021
MAKING THE RIGHT
CHOICES FOR YOU
Top 50 PFPFA APE 2021
FINANCIAL PLANNING
Exceed your goals and grow your wealth with our powerful portfolio of financial planning tools
ESTATE PLANNING
Ensure that your legacy lives on for generations to come and your loved ones are taken care of according to your wishes
CORPORATE INSURANCE
Find the right solutions to help you manage risks and achieve greater peace of mind
HEALTH AND LIFE INSURANCE
Guarantee yourself a reliable medical protection so that you and your loved ones are protected
Why work with me?
Determined to better the lives of my community and the quality of life in the world, I am a driven person who strives to influence and develop sustainable ways to improve and evolve our communities.
I am a diligent wealth associate who aspires to assist people with estate planning. While I was studying Law as an undergraduate, I was inspired to pursue a career in the industry to help people meet their financial goals with my estate planning knowledge in terms of investment portfolio construction and wealth protection. Through the opportunity, I am able to leverage my knowledge which will enable me to expand my professional network in the industry.
I am the advisor that will always think from clients' point of view first. In this digital age, there are robo-advisors and other cost competitive options out there in the market. I stand out by building trust and relationship with my clients based on understanding and prioritizing clients' requirements, risk appetite and performance needs, so as to provide tailored valuable solutions for them.
UNDERSTAND your risk profile
ENHANCE assets & REDUCE liabilities
UNLOCK the “dead” assets


What to expect at the end of our session:
A summary of my shared processes and planning roadmap
Your own tailored diversified financial portfolio
A surefire way to grow your investment portfolio
If you strive to beat yourself everyday, you will find yourself becoming the best version of yourself.
Isaac Yeo

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