Your Valuable Partner You Can Trust In Your Financial Planning Journey
Read and ponder seriously on the below:
❗What will happen to my assets when I die? What about my children?
❗What are the implications when I die? What about my children?
❗Today I stop work, can I survive on my current passive income?
Jerry Yeo has been in the financial industry for about 12 years. He believes with the gifts and character traits he was bestowed, he endeavour to impact people who wants to get their finances in order. The above thought provoking questions are just some of the problems that people have, and they don’t realize it. The following may enable you to know Jerry Yeo a little better, professionally.
He was awarded the Top Financial Planner of the Year award (Overall Winner) in 2019 by Financial Planning Association of Singapore (FPAS). This recognition was awarded to the best financial plan drawn up based on a common case study for all competitors. On top of that, the competition was so intense that only a selected handful was scrutinized by a panel of 14 judges through an interview and the judges found his plan to be superior to the rest of the competition.
Next, he also took up additional courses, such as the Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Associate Estate Planning Practitioner (AEPP), Associate Specialist in Estate Planning (ASEP), Associate Financial Wealth Coach (AFWC) and then some more, to provide more thorough and complete advice for his clients. These attributes raise the level of consumer confidence in his services rendered. He is also accredited with IBF Advanced Certification (IBFA Level 3) which is an industry endorsed mark of quality for finance professionals in Singapore. He is also a certified Advanced Certificate in Learning and Performance (ACLP) graduate in which he imparts his knowledge to other financial advisers who pursue the CFP certification.
Through his advice, he has clients who saved up to 40% by restructuring their portfolio and clients who achieved up to 58% investment returns in 3 years. Don’t you think there’s a good reason why his clients go to him for advice?
He mainly serves clients who are white collar executives, business owners and high net worth individuals. He helps all of them to identify possible ‘time bombs’ in their current situation. Any client of Jerry’s will tell you that Jerry is very responsive, punctual, consistent, reliable and trusted in his dealings.
He maintains a personal Facebook page in which he shares bite-sized tips for both individuals and business owners which create good thinking questions. He also holds meaningful conversations with his Facebook page readers. You can find his page at www.facebook.com/JerryYeotology/
In short, you can’t go wrong if your finances are managed by Jerry Yeo himself.
My Specialties
Individual Financial Analysis
(Overall Winner for FPAS 2019 Financial Planner of the Year Awards)
Business Owners Planning (Business Exit Strategies, Employee Retention)
Fee-Based Wealth Management Planning
Estate Planning (Wills, LPA, Nominations and Trust)
Retirement Adequacy Planning
Goal Achiever Investment Strategies
Mortgage Refinancing
Tax Planning
Children Education Planning
Mentoring Aspirant Financial Planners (Won 2020 FPAS Mentor Award)
Achievements
Whenever there is glitter and gratitude in my clients’ eyes, I feel there is good meaning of what I’ve done for them.
When my clients understand what I told them – Always remember, choices has consequences.
When my clients can see the work and planning I’ve constructed for them makes sense.
When my clients understand the implications without planning and act on my advice.
When my clients realize that there are loan for universities and not retirement.
How I managed to save lives by getting my clients’ finances in good order.
When my clients can see that it’s always the right time to do what is right.
Talks and Events Held
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Impacted Families
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Gratified Testimonials
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Testimonials
I am glad to write a testimonial about my financial advisor Jerry, I attended his seminar at my company in year 2017. Upon expression of my interest, we met over a coffee to understand and explore the investment opportunities. Till then I was only focused on investment objectives, with that meeting I realized the importance of financial planning as a whole. That time I was still on EP, confused about retirement planning, housing and other aspects. I started slow to test waters, over time I find Jerry a trustworthy advisor who took sincere interest on my financial goals and provided timely guidance and advise.
Jerry is highly competent, his qualifications and results speaks for himself. What makes Jerry special from other advisors is: He is honest, humble and would be very transparent which is key to trust building. This is a rare and most valuable combination of traits. Best part of his service is his ability to explain complex financial concepts in a clear and understandable manner. Being good listener, patiently answered all my questions, ensuring I had a complete understanding of the strategies proposed.
He offered a comprehensive approach, covering everything from investments and retirement planning, mortgage, housing and insurance needs. He had my best interests at the center and were not just trying to sell me financial products. Accessibility and responsiveness were top-notch throughout our association. Whether it was a quick question or a detailed discussion, he was always available with sincere interest, which made me feel valued as a client. With Jerry beside me, I feel confident about my financial future. I am grateful for the positive impact he had on my financial life. He not only helping me grow my wealth but also have also instilled a sense of financial security and peace of mind.
I candidly endorse my financial advisor Jerry and recommend his services to anyone looking for professional and personalised financial guidance. He is truly one the best advisors!
Ajay Medam Kumar
IT Executive
Meet my reliable adviser, Jerry!
The future is uncertain and we can only do our best to plan and prepare for whatever comes our way.
Jerry has through the years helped me with this, be it investments, retirement planning and insurances.
I rely on Jerry’s expertise and not only does he recommend the most suitable solution to my needs,
he also takes the time to make sure that I understand the rationale of his recommendations.
Jerry views his clients as partners, and communications do not stop at the point of sales.
He ensures that he catches up with me to review plans and see how life is going.
So if you need a trustworthy and reliable adviser, do give Jerry a call!
Howell Lim
IT Consultant
I came across Jerry as a financial advisor who is very different from others.
I first receive a cold call from Jerry perhaps 9 years ago and that call was not cold at all. He introduced himself and asked if he could help in my financial planning.
Naturally I did not pursue further with him. Couple of weeks later, he called and sounded very sincere and I do not feel pressured at all. Hence I agreed on a meet up. And that’s how it all started.
Jerry is very knowledgeable and well informed of the current policies and changes. He is well prepared during all our meetings and will prepared plans which are relevant to me. He too is very willing and readily make changes to proposals to suit my needs. That said, he will not pressure me into taking up any policies and gave me the space and time to consider.
With Jerry’s competencies and good foresight, I have benefitted good returns in my investment.
After working with Jerry for many years, amazingly I made the greatest discovery!! During one of my family gathering, my brother and his wife was chatting about a plan they took up recently through their advisor Jerry. As the conversation goes in depth, we realised that we are talking about the same Jerry Yeo. We were amazingly surprised by the coincidence then. So what we did was took a picture of three of us and send to Jerry.
Jerry was equally stunned and surprised!!! That made our day.
Indeed we are very appreciative of Jerry’s effort and we now regard him more of a friend than just an Advisor or Planner. We would most highly recommend Jerry to our contacts!!
Jacqueline Lee
Executive
CONTACT US
- 150 Beach Road #12-01/08, Gateway West Singapore 189720
- +65 62221889
- +65 62221019
- feedback@fa.com.sg
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