Engage - Yeo Jin Chong Jerry

Yeo Jin Chong Jerry
杨炜宗

Wealth Advisory Director

(MAS REP No.: YJC300136396)

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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.

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)

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.

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Testimonials

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

我非常地幸运在朋友的介绍下认识了Jerry，回想第一次接触Jerry，他的专业素养给我留下了深刻的印象。他拥有清晰的分析能力，和多样性金融与保障制定方案,给我带来了巨大的帮助。和jerry 的接触让我对金融保障有了全新的理解，他适时提供宝贵的意见，当市场推出新的金融产品时，他总是在第一时间就进行了分析并且制定有利于客服需求的方案。他对金融知识的理解，财经的专业带给我很大的帮助。毫无疑问，他是一位值得信赖，并且值得推荐给我的朋友与家人的专业财务顾问。

Alex Fong

M&E Coordinator

在一个朋友集会里，我从朋友的口中听说了Jerry，当时我正在考虑为我的小孩添购一份教育基金，我的那位朋友给予Jerry极高的评价，所以我就决定联络Jerry。第一次见面，Jerry充分的演示他对于财务管理的专业以及对于市面上的理财产品的认知都到达了大师级别。Jerry给我科普了理财方面的信息，对于他的意见与分析我都我都感到无比安心。他不止为我量身制定了所有的保障需求，也为孩子的教育基金给予了最佳的配置。我对于Jerry提供的财务管理非常有信心，他是一位值得推荐给所有人的财务顾问。

Joey Tee

Accounts Executive

Jerry’s got my back! I got to know Jerry from another financial planner who was planning to leave the industry at a point in time. I was assured that Jerry was a competent advisor. He later proved to be so, and more. He planned with my best interests in mind and does not force me to take up something that I am not comfortable with. I thought and still think that financial planning was complicated, but Jerry will not hesitate to patiently explain. Jerry constantly improves himself to make himself a more valuable person. He is like a one-stop shop for anything related to finances – literally anything that comes to mind. I am impressed with his vast network of resources. He also puts in the effort to send his clients updates and articles on various topics, including retirement, investment, covid. His planning and knowledge assures that I am in good hands, and do not have to worry about my finances and retirement. Thank you Jerry for being a great financial planner and friend.

Li Xuan

Quality Control Engineer

As I was just stepping into the society and only in the infancy stage of building my own wealth and future planning for financials, Jerry was there to assist and guide me through a full overview of what I could achieve in the future, and will put his all into making sure that I can position myself better financially in my life. Even as I moved into different phase of my life, Jerry was and is still there to provide support and has been playing a substantial part in tailoring different strategies that suit my needs across the change in my life priorities. Jerry has the perseverance and passion to put his clients interest at the utmost priority; he is someone who will invest beyond 100% effort into something once committed, regardless of the size of the portfolio and amount invested, and will continue to stay the loyal friend and good advisor even as we move on to different phase of our lives. I strongly recommend Jerry to allow him to advice you in your financial planning journey.

Andy Wong

Associate

Jerry is one of the most trustworthy and professional FA I’ve met. He gives practical advices and isn’t pushy for sales, this gives a comfortable atmosphere for discussion, knowing that we will not be pressurized to sign up for stuff I don’t like or not interested in. He proactively engage with us as and when there are updates to ensure that our best interest is taken cared of, with the least possible impact on our pockets. Whenever Jerry approaches us with updates, we will listen because what he shares are important of important insights and may be industry wide related. I would highly recommend Jerry if you need an adviser who is well-versed and trustworthy. Drop him a note and he will will be glad to advice you.

Bibi Ang

HR Executive

I knew Jerry when he came to my company to do sharing on doing proper financial planning around 10 years ago. He demonstrated good knowledge and delivered convincing results. Thus, my family and myself continue to rely on his advice and guidance since then. Jerry’s competency is in finance and investment. I strongly think that he can help you in those areas. He is trustworthy and reliable.

Lim Swee Luan

Finance Manager

Personally I had known Jerry for more than 20 years since we are in secondary school, we have been through ups and down in life and when he expressed that he is into financial planning, I had decided to place my trust in him to manage all my insurance portfolios and financial planning. As a consumer I have multiple agents who had approach me for their services but none with the passion shown by Jerry which on occasions where I genuinely require assistance when my kids is hospitalized, calls were made late at night where he will try his best to assist and to resolve the issues at hand. I had seen and experienced multiple agents who are not able to service me as they have changed career paths and I am always facing difficulties with the constant change of agent and this is resolved with Jerry in the picture. He is reliable and trustworthy. My family’s finance are managed by him. Thank you Jerry for the constant support as a fellow brother as well as aiding me in tough time and many more years to come!

Melvin Tng

Project Manager

Jerry is my oldest friend and has always been prompt and knowledgeable whenever there is a question. The expertise and attention to detail with which he handles my financial affairs is very assuring. It is really refreshing to work with a financial adviser who is truly interested in his client’s needs, circumstances and preferences. His professional, ethical and caring demeanor elicits my trust and respect and I would gladly recommend his services whenever possible. To summarize, he is always there for you whenever you need him.

Seah Yan Kar

HR Consultant

I was still young and has no knowledge about insurance, I trusted my friends who are insurance agents to recommend me with the plans which cater to my needs. After purchasing a few insurance plans and paid the premium for a few years, I am still unclear about what I am paying for especially the coverage and benefits. Glad to meet Jerry about 7 years ago at a Will planning talk held in my office premise. His presentation was clear and concise. Moreover, I am impressed with Jerry being very patient in answering each and every questions asked by my colleagues. Initially, I am skeptical to speak to any adviser because I am afraid that he/she will upsell the company’s products. Getting to understand that Jerry is a standalone adviser (not representing any insurance company), I decided to arrange my first meet up session with him to address my current concern. Throughout the conversation with Jerry, it was comfortable and he was approachable. I truly appreciate that he always do his best to explain the insurance terms in layman terms instead. It definitely helps me a lot in understanding! I vividly remember there was once while Jerry was reviewing on my existing policies, he pointed out that I am actually paying for a duplicate coverage policy premium which I am unaware of. Under his impartial advice, he restructure my portfolio for a better coverage. I trusted his professionalism and proceed with no regrets. Jerry is a meticulous and customer-oriented financial consultant. I am very contented to have him in my life and really appreciate him as a friend. Certainly will keep Jerry in mind for my friends and family members who required guidance on financial matters!

Celine Leow

Accounts Executive

I first got to know Jerry via my parents who decided to get his help for financial planning for the family. During that time, Jerry managed to identify key improvements to be made for our insurance coverage and guide us on the right policies to buy. For me, even though I was still a University student when I started with Jerry, he was able to provide me an outline on how I should allocate my money. This was an important stepping stone which put me in the right direction to plan my own finances. Jerry is hardworking and approachable. I feel comfortable with discussing with him my current insurance policies and even policies from other companies, and he will be willing to spend time to explain why they may or may not work for me. Right now, with my busy schedule, I am able to put my trust in Jerry to make the right financial decisions for me. Financial planning is not easy, especially when it comes to insurance and investments. However, having a good financial advisor like Jerry can help ease the burden in understanding what actions to take and jumpstart your financial journey.

Chuah Zhun Song

Software Developer

He is equipped with the 3 most important criteria in my opinion as a Financial Adviser – Knowledge, Dedication and Genuine Interest for his clients. There is confidence that comes working with Jerry, knowing that your financial affairs are being proficiently managed and at your best interest. Be it personal, corporate, investment or even taxes, Jerry consistently delivers expert insights and thorough financial guidance which I’ve personally benefitted in many aspects. His advice over the years has been invaluable and I count myself lucky to have him by my side in this journey.

Ong Wee Kheong

Senior Underwriter

I met Mr Jerry in a sharing session organized by my company. He quickly impressed me by clearing my doubts and explaining the importance of financial planning. We are currently living in an unpredictable future, without proper financial planning it will be very difficult to overcome the financial burdens for ourselves and the family. Jerry helped me to understand some of the financial planning aspects, what to expect in unforeseen scenarios and how to overcome it. With his help and guidance, I felt secure with him in the financial planning for my family and future. He is down to earth person with the patience to listen all your queries. He is very passionate and competent in his work and he follows up regularly to know our current status. He is also caring, always thinking about the welfare of his customers and treats them as a friend and a well-wisher. He is part of our family and trustworthy in terms of financial advisor or planning. I always give a call to him whatever I have a doubt on financial matters. He helps me to clear the doubts and explain about them clearly. That led me share with my friends about the importance of financial planning and Jerry helped those I recommended be in better financial position as well. He is a go to person, I strongly recommend him to my friends as an expert and advisor for the financial planning for the family.

Mr and Mrs Muthy

Senior Research Scientist

I was referred to Jerry in early 2020 when I was looking for a new advisor to takeover my parents’ AVIVA health policies. From the very first phone conversation Jerry had positioned himself as a competent financial advisor with his credentials in the industry, while at the same time staying very humble and grounded. We invited Jerry to our home shortly after and since then have tapped on his investment expertise and expanded our financial portfolio with him. Jerry provides us with constant updates and we fully trust his investment advice. We really appreciate Jerry’s work ethics and would highly recommend Jerry to our friends and family who are looking for a trustworthy and reliable advisor in Singapore.

Chups Chong

Operations Manager

I got to know Jerry about 9 years ago through a wellness talk organized by my company then. I haven’t been planning seriously due to family and work commitments. However I understand that I may put my family in jeopardy if I don’t have adequate safety net in place. Hence I decided to meet up with Jerry. Jerry was patient in explaining concepts to me so that I can understand as a lay person. He uses diagrams and pictures which he drew on the spot to help me understand. He also shares real-life case studies to clearly illustrate possible implications if his advice was not taken. I also like that he makes meaningful comparisons and possible options for my consideration and it helps me to make a more informed decision. Overall, I am glad I get to know Jerry for managing my family’s portfolio. I have since recommended a few of my close friends and family to him as I know they will be well taken care of. For me, I have this relationship with Jerry for 9 years and counting, and he is still reliable and dependable.

Evelyn Ng

Retiree

I get to know Jerry through a friend while having conversations on financial planning as I do realized that my policies that I have signed up for did not fully address the gaps I have. What Jerry really amazes me is that my friend just merely mentioned to him what kind of concerns I was facing, and he came to me with a plan! A plan not to “sell policies”, but a plan that have a best interest for me to grow my wealth, ensure my family are protected and also give me a trajectory of what else to look out for to plan in short, medium and long term. This is a plus point for me! I really enjoy speaking to Jerry as he is knowledgeable and professional. What I like about his working style is that he does not lock down to only one insurer. Rather, he will shortlist a few insurers to share with you the pros & cons and what is the most suitable for you based on your needs. I am blessed to know Jerry. Not only is he reliable, but he is also responsible and have passion in his work. To those out there looking for an experienced and trustworthy adviser, I truly recommend you reach out to Jerry.

Rachael Lim

Financial Analyst

When I first get to know Jerry, we hit off well due to his approachable personality. I decided to ask him about how to improve my financial situation. He reviewed my finances and shared with me about how CPF works, my life insurance, and general insurance (Home insurance) portfolio. He even share insights on CPF nomination that I have not done when I met him. While doing CPF nomination does not result him in a sale, he took the effort to share with me its importance and implications for not doing. I am thankful that I am more informed on this area. All these years, through the meet ups we have, Jerry has a very consistent character – Reliability, meant what he says and advice based on client’s best interest. If you happen to read my testimonial, you can trust Jerry to assist you in your own family financial planning.

Aric Chong

Trainer

Having known Jerry for about 15 years, he has always been the same sincere and trustworthy guy. He is someone who walks his talk and this is the key reason why I look to Jerry when it comes to personal matters such financial planning. Amongst his various achievements, being awarded the Financial Planner of the Year for 2019 is a testament of his skillset. I strongly recommend anyone to start a conversation with him on any financial related planning matters.

Chee Mun

Analyst

I knew Jerry as a very attentive and competent guy who always does everything to the best of his ability. When I knew he entered the financial planning industry, I feel I have found the person I trust to plan for me and my family. When I first approached him, I had no idea what to do with my savings and how to plan for my financial future. Jerry was always helpful to go into detail what are the pros and cons of each approach and what are the insurance plans that will be able to help me achieve my financial growth. As my family grew larger, Jerry was able to lend a helping hand and give sound financial advice to me as I moved into different stages of my life. I feel that his attention to detail and sincerity gives me the confidence that the financial advices he gave is ultimately beneficial to me. He has always given his frank opinion without thinking if it will benefit him. Thus, I have recommended Jerry to my other friends and family without fail and they have always benefited from the financial advice he gave. I highly recommend Jerry as a competent and trustworthy financial advisor to everyone. He is not only my friend, he is also someone I entrust my financial future to. Appreciate your advice Jerry!

Yip Jing Ngei

Executive Meteorologist

Protection against life’s uncertainties is sensible financial management. We are very fortunate to meet Jerry who had patiently guided us through and showed us the way. He is a family financial adviser who had worked with us to select the most suitable policies. With the right insurance, we can now rest assured our beloved ones will not be overwhelmed by a pile of bills at the most difficult time. Jerry has a great personality and is pleasant to talk to. We had engaged in open and stress-free conversations every time we met up. At the same time, we appreciate Jerry’s honesty as he does not beat around the bush and only gives down-to-earth solutions. Furthermore, Jerry is responsive, and he is always reachable when we needed him. As a financial adviser, Jerry is competent and has my family’s best interest in mind. He will proactively update us on the latest change. However, it could be confusing and time-consuming to establish it in policies and explain the impact. Every time in doubt, Jerry would patiently clarify his points by giving relevant examples, use graphics and charts to help us grasp difficult concepts. Jerry is very professional and understanding, he has respected every decision we made and advised accordingly to our preferences. Finally, Jerry is equipped with the knowledge and ethics to respond to all inquiries with clear and unbiased answers. You can be assured that all his advice are practical and steer towards clients’ best interest. His positive attitude and easy-going personality are well received especially by young clients. With the above, I would recommend Jerry to be your financial adviser.

Gary and Jasmine

Associate

Jerry possesses traits of what I would define as an exemplary financial adviser! While working with Jerry on my financial planning, he always positions himself with an open mind to learn about my financial situations, work with me to understand my financial objectives, whenever we catch up for reviews! What I am most impressed with is the ability to put my interest first and provide a holistic financial plan, tailored to my goals with a define strategy! In times of adverse situations, he doesn’t panic and usually able to keep a calamity mind for a solution tapping on his experiences! In Jerry, I see an experience and reputable financial professional, who proactively reaches out for connections and continues to enhance his industrial knowledge while nurture himself personally. With multiple, not limiting to financial planning related certifications, coupled with multiple years of maintaining MDRT/COT status, he invokes an aura of confidence and trust when in discussions!

Gavin Seah

Finance Manager

I got to know Jerry through a self improvement course, during the class, I’ve observed that he has conducted himself professionally when answering the teacher’s questions. This has demonstrated his quality of knowledge in his area of expertise. Before meeting Jerry, my policies were with different agents & different companies, I trusted the advice of the previous agents and just bought whatever they suggested. Some agents started leaving the industry, leaving me with no one to rely on if I need any financial/insurance advice. Jerry came and relooked into all the policies that I have got and gave me a comprehensive, holistic advice. I can feel that he’s not trying to generate the most commissions for himself but to act to the best interests of the clients. Calm, composed, patient, act in the best interest of client. Not the “show off” type of agents who use awards to showcase his skillsets, rather his genuine care & concern for his clients. I saw he won an award that judges based on best proposed plan rather than the usual COT, MDRT qualifications. Because how much money the agent make doesn’t mean the agent has given the best advice to the clients he served. My entire portfolio is under his care. Before I purchased any other policies, I will ask him for advice first. Overall, a very competent financial planner who definitely knows his stuff well. A rare gem in the industry that acts to the best interests of clients. He has done for me a more compressive, efficient plan for myself and family. Don’t hesitate to reach out to Jerry, I’m sure you will be very well taken care of if you choose to engage his services.

John Tan

Realtor

I still remember that day – I knew Jerry by chance just in his normal presentation in our company, and I did want to start my investment journey after changed my career path after I came to Singapore. I did have some casual talking with Jerry and started with few purchasing, step by step, I found Jerry could understand my needs very well and it let me was willing to accept his advise. The most important thing which let me trust and understand his importance for my investment is last year, I withdraw most of my other low risk investment before February, to wait for the chance of market turning up. And one day Jerry came to me suggest me buy a fund of US market, it was just the one I’m watching, but I was only watching and waiting…after half year, finally I understand if it’s not Jerry come to me gave me that advise, I’ll miss that chance totally. That’s what I want to say: make money sometime would need rely on market trend, but Jerry can help you catch the chance when it occur, I believe I’ll get Jerry as a adviser, and a partner in some words…in my whole investment life.

Oliver E Zhifang

Manager

I met Jerry when we were serving the nation together and we became brothers in arms since then. I saw his determination and perseverance with his mature thinking while we cover each other’s back. I know I can continue to trust him like how we cover each other when he decided to join the financial industry. I am proud to see his achievement along the years and it’s just the most natural things to have him the sole planner for my entire family’s financial planning, both protection and investment related, he even can advise on estate planning matters. He plans ahead for many years and helped me visualize my financial goals. Financial planning became an easier subject for layman like us to understand better with his detailed and delicate explanations. His non pushy attitude created the right atmosphere for discussion to really understand our needs. Being the top adviser of the year (in the financial planning competition organized by FPAS) self explained his competency level and professionalism. His friendly, jovial and approachable character makes him a likable figure and was testified among many whom I recommend Jerry to. The trust that we had over the years gave us a peace of mind that we know we are being well taken care of, and if in doubt he will be there within a call or a text. This shows the trust we have in him and his commitment for his clients. To the many who are hesitating to engage his service, I would strongly recommend you to drop him a note without any further hesitation, not just because of the strong professional accreditation he had achieved , but he is also definitely worth a friend to have and seek advice from. And to Jerry, thanks for your service and advice you had provided over the many years and more to come in years to come! Deeply appreciated!

Desmond Chua

Manager

Because of Jerry, I am well taken care of, especially in matters related to finance, investment and planning. Jerry is a very competent advisor, as he always keeps himself abreast with the latest market information and trend, especially in financial planning. I first came to know Jerry through my wife who had great accounting and financial background. With her strong recommendation and proven investment results, I was convinced with the knowledge, non-biased judgement of Jerry. He had repeatedly demonstrated, gave comparisons and options, shared his recommendations with data, including risk management and projections. Jerry’s competency in financial advice is incomparable; we never regret in each meeting with him. I am sure he would be able to offer his advice to anyone in any situations. I feel ease and comfortable with Jerry’s advice and support. He is like life guardian to my family! Do make appointment with Jerry at the soonest, you would find that this would be the best time and investment you make this year.

Jackie Chuah

Director

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Yeo Jin Chong Jerry
杨炜宗

MAS REP No.: YJC300136396