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MATTHEUS YEO

Financial Services Manager
Mattheus’ career in financial planning is driven by a strong desire and joy that comes from helping people achieve lifetime financial security and success.

After graduating with a Business Degree in 2015, Mattheus has gone on to specialize in providing holistic, personal and quality advice to professionals, singles and families. As a father to an adorable son, he is particularly passionate about helping families enjoy a comfortable standard of living when they retire.

Guided by a personal motto “Your Trust and Satisfaction is my Greatest Compliment”, Mattheus deeply values building lifelong and trusted relationships with his clients. As a testament, many of his clients have lauded him to be a caring and genuine adviser who has their best interest at heart – who will go above and beyond to ensure a positive experience.

Previously an Officer in the Singapore Armed Forces Commandos Formation, and a recipient of Soldier of the Year Award (2012-2013), Mattheus is used to overseeing the welfare of his Unit Combat, earning the respect of his men by leading by example. Likewise, in financial planning, Mattheus walks the talk by first managing his own personal and family finances well, before recommending to his clients tried and tested solutions.

Mattheus loves to teach and inspire others to create a financial budget, make prudent investments and plan for future needs – and has shared his experiences on platforms such as NUS Investment Society.

Keeping things simple, beneficial and engaging are Mattheus’ key strengths. Using captivating stories and clear illustrations, Mattheus has swiftly steered numerous clients through the product jungle, to distill the most relevant and beneficial plans for them.

In his free time, Mattheus enjoys going on runs, learning from various books and spending time with his family.

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WHAT THEY SAY

I am currently a client of Mattheus’s and a very satisfied one. I am writing this testimonial as a testament to Mattheus’s impeccable service and great enthusiasm in his work. He possesses a very comprehensive knowledge of financial products through his dedication of thorough research to obtain a detailed comparison of competitor’s products, in a bid to serve his clients with the best possible financial plan catered to each individual.

Mattheus does not only just provide a one-time service, his care for his clients motivates him to build a relationship with them and does follow up calls to update clients on their current position.

He also builds and holds a wide network of connections that enable him to obtain information or clauses about the products with a single call on his end. Mattheus has a great attitude and is always happy to help with any queries that I might have and that has provided me with a great deal of convenience and satisfaction with his post-transaction service. I feel that this truly reflects Mattheus’s passion to go above and beyond to provide value-added service.

There is no other person of whom I would trust more than Mattheus as my financial advisor.

Ms Kimberly ChungAnalyst

Hi Mattheus, thank you for all the time spent with me in helping me through my decision on my first investment in Singapore.

It was indeed a pleasure as it was a decision which I had been contemplating for quite some time, but I never had someone guide me through the whole process.

Your focus, knowledge and extremely positive approach towards customer service helped me make that decision.

What started as a simple call has finally ended up in a $15,000 investment from my side.

I am happy to have been in touch with a person like you and a company like yours.

I hope to make more investments in future with IPP.

Manish ShakalyaIBP Lead, Chocolates, Asia Pacific

I met Mattheus through a close friend of mine. As I have always been careful and very selective in working with a Financial Advisor due to the many incidents/cases/experiences I have heard of from friends and colleagues around me.

However, upon meeting Matt, he has been very patient, helpful and detailed. It has been a tough time trying to convince my parents getting insurance (the old traditional mindset of an elderly – however with his clear explanation, patience and empathy it was much easier to do so. Matt and his team have been really helpful and kind that goes beyond to help what they can. I am truly appreciative of this and it’s rare to meet an advisor like that.

Ms NesReporting and Performance Analyst

I have personally known Mattheus for over 3 years and he has proven to be someone who always gets the job done to the best of his ability.

I first entrusted him with my family’s Medical Insurance a couple years back. Since then, Mattheus has shown the capability and competence to construct a sound financial plan for me and my family. He personally compares and source solutions from the different insurers and investment fund houses to find me the best. His advice has always been impartial and to the best interest for my family.

He handles matters with utmost confidentiality and professionalism and I look forward to working with him in the coming years to come.

Jenna ChanAccountant

Mattheus is very personable, competent and trustworthy adviser. He takes time to understand my financial situation and cashflow, and recommends the best solutions for my financial goals to become realities. Meetings with Mattheus are always engaging. He keeps things very simple, clear and understandable (using stories too!), so I am never confused with all the numbers and figures in the Benefit Illustrations! Simplicity, not complexity and confusion, is what I believe is key to a good financial adviser.

Mattheus meticulously compares products from different insurers, ensuring I am well-covered, while helping to make sure I am not over-paying for premiums. Through product comparison alone, I am able to save a significant sum. Moreover, Mattheus has also helped me to invest my savings, which have grown considerably and consistently over time in a non-volatile manner. I am very pleased with this passive income stream, where he makes my savings work harder for me according to my risk profile.

I have never met such a non-pushy and genuine adviser, who has your interest at heart. I have recommended him to a few of my friends, and they are very pleased with his high levels of service and close follow-up as well.

Juliet TanBusiness Development Manager

I was introduced to Matt by my friend, who strongly recommended him for his sound financial advice. Matt understands my concerns and requirements and very honestly gives advice that will greatly benefit me. He knows what financial instruments suits me and my family members and work towards giving the best deals for us. I will strongly recommend Matt for his knowledge and honesty in giving us the best outcomes. In fact some of the unit trusts that he has worked for me has appreciated well. Even when I had issues with medical shield claims with another insurer, he assisted to the best of his ability.

Mr GaranSuperintendent

I first met Matt through a close friend of mine in 2016 as I needed clarification on whether I had bought the correct products to protect both myself and my son. At that point in time, I was struggling to pay off the insurance policies for the two of us. Having to pay insurance premium for both of us was causing a strain on my finances. However, I knew it was necessary.

What struck me about Mattheus the most, was how he gave me my personal space and time to make my own decision without being pushy. I felt that I was a challenging customer as I had 10,000 questions under the sun. However, Mattheus managed to overcome this challenge.

Despite me taking 6 months to finally do business with him, he answered all my queries in detail and ensured that I really understood before ending the conversation with me the whole time. This was really surprising as compared to other advisors that I had met, they will be the one who end the conversation first.

I love how Mattheus uses simple stories and drawings to help me understand insurance lingos (for eg. carpark coupons to decide whether to get a term or whole life plan).

What I had gained most from my experience of working with him is, I am no longer breathless from paying off hefty insurance premiums as he was able to help me do a comparison and get policies where I am able to fork out lesser money for even better coverage.

If you need someone to trust with your finances, no harm talking to Mattheus. After all, there’s nothing for you to lose.

CandiceAdviser

I get to know Matt through the company awareness talk. After hearing his introduction about the plan, I decided to try out his service. Matt is in general genuine and practical in his advice.

Mr SioManager

Matt took over as our insurance advisor, he has been a wonderful adviser & friend. He understood our family need and advise us accordingly on what is best. It has been our great pleasure working and knowing Matt. Wish him all the best for years to come.

HidayahPersonal Assistant

We are glad to have known Matt for almost 2 years. Matt has been exceptional. He is very helpful, friendly, knowledgeable and is able to advise the right products and also help us understand the products, which I think is one of his key skills. He is always the go-to person for our family for any advice on financial/insurance products. Recently, Matt helped us to choose the right insurance and an education plan for our daughter. Always a pleasure to work with Matt!

AjaySenior SAP Consultant

Thanks so much for the generous token of appreciation and heartfelt wishes. It’s been a pleasure to get to know you for enriching our lives and the lives of others who share the same sentiment on the importance of financial literacy. You have definitely opened a new dimension for the meaning of investment especially for retirement. Really grateful for that.

ShahrudinExecutive Oil and Gas, Sumitomo Chemicals

I know Matt as a family member of my close friend. Matt is the first adviser I know who takes the time to promptly reply me whenever my query arises. He was not only prompt but always on point. I have worked with other advisers who were not even half as dedicated as he is. I also enjoy working with him because he isn’t one who hard sells a particular product, and neither does he try to push me into buying something I don’t need. All in all, I would definitely recommend Matt because I know his consumers will be in good hands.

AgnesNTU Researcher

Matt was referred to me by my dearest close friend who knew that I was looking for someone who is trustable and would give impartial advice on such important life issues (issues that deal with money and insurance). Unlike other financial advisers I met previously, Matt clearly understood your needs, without pushing plans to you based on profitability. He is also not afraid to suggest alternative opinions that would work well for your needs. All in all, Matt is a very approachable and trustworthy person which you can count on for your financial advices! 🙂

Ms ShiClinical Research Coordinator

Matt has been my financial adviser since 2016. If I could sum up Matt’s service in one word, it will be – extraordinary.

Unlike many agents I have met, who were quick to hard-sell, but slow to follow-up on promises, Matt is the complete opposite. He is quick to listen, and prompt and patient in answering my questions.

He works with the commendable ethos of “what is best for my client?” He never pushes a particular product, but he provides objective and non-biased advice in an enlightening manner. He helps me sail through the fog of products in the market, and keeps everything simple yet with a depth that provides clarity. He displays a high level of competence and commitment to serve.

I am very thankful to Matt for his fast response to help me handle my brother’s travel insurance claims too. Although the travel insurance premium is small, yet Matt goes all out to follow-up on the claims processing. Matt has also helped me grow my lazy monies with a customized portfolio of top funds, which has performed beyond my expectations.

I have referred many of my friends to Matt, who in turn have referred their own friends! Very appreciative of his excellent service!

LiManager

Matt is a very sincere and humble guy. I know I can trust him to take care of my retirement fund.

We have become trusted friends. I sure hope to recommend him to my friends to help them grow their retirement saving.

BettyAdministration Executive

Matt is a sincere, thoughtful and professional financial advisor. I am pleased to have him as my advisor.

Mrs ChengHR Manager

I got to know Mattheus through my cousin’s friend. He is a friendly and approachable adviser and is never pushy with sales. It has been a pleasant experience seeking his advice and claim process were also fuss-free through his help. I will recommend Matheus to anyone who wishes to seek financial advice, his knowledge is a good resource to tap on.

Ms NgSocial Services Manager

Mattheus is a delightful and responsible individual to work with. He exhibits strong interpersonal skills which explain why people are naturally comfortable with him even when they meet for the first time.

If I were to describe him, it will definitely be “responsible”, “knowledgeable” and “committed”. I strongly recommend working with Mattheus as not only does he share his knowledge about investment, his positive attitude spurs the people around him.

He often goes the extra mile and provides his best efforts in everything he does. He is currently my adviser as well, so guys, if you are looking for an adviser to know more about investment, I would strongly recommend Mattheus!

Wei MinSales and Project Manager

*** Not Pushy, No hard sell – Highly recommended ***.

During the last 15 years of my career, I have met numerous Insurance agents. Unfortunately the common character trait among most of them is being too pushy and with a persistent attempt to hard sell something which we don’t need. To avoid this irritation, I usually avoid insurance agents and never purchased any personal policy/medical plans before.

Matt is too different in his approach; he listens to the customer and would only recommend services which a customer really needs. I have happily signed up for a medical plan through him. He has timely helped me during numerous instances, whenever updates of policy details are required.

DeepeshRisk Management Officer

Matt only proposed insurance policies that I need and could afford. On top of that, he followed up 2 years later with an equivalent plan but with lower premiums. These actions make Matt different from your standard pump-and-dump insurance agents.

Adrian LooiEngineer

My friend introduced me to Mattheus few years ago.
My wife and I met him to discuss our medical, retirement, kids education plan.
He always tries his best to understand our concerns and requirements and patiently
gives us the options – explaining the pros and cons before proposing the best financial plan. Unlike other advisers that used to be hard selling, Matt won’t push us to buy products. Mattheus’ company also does not stick to only one company product, so we can have the freedom to choose from a variety of available products in the market. Since then we took up an investment plan that is suitable for our kids education planning. I would like to recommend Mattheus’ excellent financial services.

Mr ArAssistant Vice-President

Matt is my camp mate and we went on to pursue further studies at the same university. Having known him for a long time, I know how dedicated and approachable he is when it comes to advisory. I always recommend him to friends who are new and looking for financial advice, because he comes to you more than just an agent, he is there as your friend and committed to advise you in your best interest. Claims can be troublesome, but with Matt, all you have to do is tell him your problem and you can consider it done. Good job Matt and thank you for being there always!

Kian HongProject Manager

Mattheus was introduced by my friend. He has given good learning insights and well-informed advice during out meetings that led me to take up the recommended policies. He is very patient and friendly.

I am very grateful for his good service. He keeps me updated on various information on products and shares his knowledge and well wishes during holiday periods. He has been providing good information on a timely basis.

I will definitely recommend him to my friends. I have benefited from the policies that I have gotten and the investment policies have made profits. It is good to know him as a trustworthy friend who has been helping me with my finances. Really appreciate his good service.

Thank you Mattheus!

Ms TeoAccountant

Matt was assigned to support me in my investment when my Financial Advisor quit her job some years back. It has been great since Matt took over as my Advisor. With advice given from him, I started to see my wealth growing at a faster rate. Talking to Matt is easy as he is sincere and is understanding to what I wanted, unlike others whom I come across to be pushy on something I don’t want. I would recommend Matt to anyone looking for investment plans.

DinahSenior Manager

I have known Matt for 3 years after my previous agent left the company. Throughout these 3 years, I was able to get sound advice from him on financials and healthcare matters. The 1 thing I like about Matt is that he is not the pushy type. I would recommend him to my friends should they need a good financial adviser.

CollinSenior Systems Officer