YEO WEE KHIN

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.