YEO WEE KHIN
Qualifications
- Bachelor in Business Administration from the National University of Singapore (NUS)
- Certified Associate Financial Planner (AFP)
Accomplishments, Honors and Awards
- More than 33 years of experience in Financial Planning
- Senior Advisory Group Partner of a top producing group in one of the leading Licensed Financial Advisers in Singapore
- Top 5% of Financial Advisers Worldwide. A consistent member of the Million Dollar Round Table (MDRT, USA)
- Consistent Top 50 Financial Consultants in IPPFA
- 7 times recipient of the IPPFA Chairman’s Round-Table Award
- Qualified for numerous Company Awards – Quality Club, Star Club and Achievers Club
About Wee Khin
His career in financial advisory services began in 1986 after he completed his university studies in Business at NUS. For Wee Khin, joining this industry meant that he could play an active role in helping people fulfill their financial aspirations. Over the years, he has stayed true to his philosophy of enriching lives, not only in terms of quantity but quality, and his hardwork and dedication has led him to attain many achievements.
In his 33 years career, Wee Khin has guided hundreds of people in growing their wealth so they have more to enjoy life’s wonders, and he has helped many others tide and emerge financially unscathed through Critical Life Situations of injury, illness, or disability that result in high medical bills.
On top of his advisory work, Wee Khin is a regular speaker at many corporations from Universities, Hospitals, Government Agencies to MNCs and SMEs. He seeks to educate people from all walks of life, from lecturers, doctors, engineers, professionals, business-owners, families, to High Net-worth Individuals, sharing his insights on Wealth Management Strategies, how to choose the best Property Loan, CPF Changes and bringing clarity to the public on the latest government schemes.
Outside of work, Wee Khin indulges in his love for books. As a former Raffles Institution and Singapore’s National Rugby Team Captain, Wee Khin is still an avid sports enthusiast, making time to keep his mind and body fit.
His life motto is to Learn, Live, Love and Leave a Legacy.
Wee Khin has not only been a trusted advisor but a dear friend for more than 10 years. He painstakingly explains retirement planning and financial investing in layman’s terms each time, articulating clearly a personalized plan for me.
I know my retirement planning is in good hands and it sets my mind at ease, knowing that Wee Khin constantly looks out for me, even if it meant more work for him.
No investment amount is too small for him, despite him being an industry veteran with high accolades. He often shares his experiences and offers kind words. I respect his humility and am truly grateful for his friendship. I would not hesitate to recommend Wee Khin to anyone looking for a financial advisor. He has my trust and utmost respect.
Many insurance agents and bankers have approached me over the years, trying to hard-sell me a product or a plan. It was only until I met Wee Khin (referred by a friend) did I find an adviser whom I fully trust.
On the several occasions that I get approached by a banker, I would seek Wee Khin’s advice first before making a decision. He is quick with figures to tell if it is a good plan, or if we will be overpaying and stretching our finances thin. Thus far, he has always come up with much better and more suited solutions.
Wee Khin’s approach is sincere and passionate. He only shares what he does for himself and his family. Every meeting, he provides my wife and I with a clear picture and summary of our finances. Through his financial planning, he has assured us that we can afford to be more restful in our careers, after calculating that we have enough to lead a comfortable retirement.
Wee Khin is a great friend to us and has seen us through ups and downs of our lives. Many a times, he has encouraged, prayed for us and provided wise advice.
I highly recommend Wee Khin to my friends and colleagues.
I met Wee Khin more than 15 years ago at an event, and he has done an excellent job managing my finances. He is the most experienced, competent and knowledgeable financial adviser I have met. Not only is Wee Khin well-versed and up-to-date with the latest market and business happenings, he also knows different insurance and investment plans at the back of his hand and is able to recommend the right ones to meet my needs. He is very genuine in his approach and a great conversationalist, and he always finds out what I need first, before giving me unbiased advice on the best path to take.
I have seen visible results through good financial planning. Over the years, my savings have compounded with time, I have a steady cash flow for retirement, I have saved a lot on taxes, and am well-covered in the event of death, critical illnesses and disability. This gives me peace of mind and more to enjoy life. I highly recommend Wee Khin if you are looking for an adviser with a wealth of wisdom, who desires to leave a legacy by helping others achieve financial freedom.
Thank you so much for speaking with me. I really enjoy our chats and learning so much about the financial world from you has indeed been an eye-opener for me.
Truly, before I met you, I was usually quite sceptical about investing. Like my parents, I was always of the belief that working and saving harder was the way to go. But soon, I realised how much my savings dipped in value in light of yearly inflation.
Thank you for opening my eyes and helping me to see that with proper, prudent investments, one can safely grow one’s money slowly. I have never been one to want a lot in life, so knowing that my money is working harder for me to ensure that I have the freedom to do what I want is enough for me. I guess that is what they called financial freedom.
I am equally excited that my financial plans are coming along and soon can start making concrete plans to have my own little business.
Thank you so much Mr Yeo. We’ll be in touch soon.