Joanna Yeo

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Joanna Yeo

MAS Rep No. YBP100084128
Consultant

My Specialities

  • Performance fee-based Wealth Management
  • Retirement Planning
  • Investment Planning
  • Insurance Portfolio Reviewing
  • Estate Planning
  • Lunch Time Talk

About Me

“The direction of our lives is determined by the choices we make every day.”

“Don’t wonder what will happen next. Decide what happens next.”

A self-driven professional whose vision is to be a guiding star in the eyes of her clients. She wants to help them achieve their financial goals and freedom through proper financial planning with the skills she has acquired these years.

Thus she is able to understand individuals’ needs and provide unbiased advice to them.

Building trust and maintaining cohesive rapport with clients is extremely important. She believes her dedication towards her job and her clients is the best achievement so far. She will continue her mission: To help as many people as possible achieve their financial freedom.

  • Diploma in Business Administration, PSB
  • Associate Financial Planner (AFPCM)
  • Associate Estate Planning Practitioner (AEPP®)
Contact Me
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