
Yeo Jin Chong Jerry杨炜宗
Wealth Advisory Director
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.
My Services
My Content
Events
Quick Insurance Comparison
My Testimonials

Jacqueline Lee
Executive

Alex Fong
M&E Coordinator

Joey Tee
Accounts Executive

Li Xuan
Quality Control Engineer

Andy Wong
Associate

Bibi Ang
HR Executive

Lim Swee Luan
Finance Manager

Melvin Tng
Project Manager

Seah Yan Kar
HR Consultant

Celine Leow
Accounts Executive

Chuah Zhun Song
Software Developer

Ong Wee Kheong
Senior Underwriter

Mr and Mrs Muthy
Senior Research Scientist

Chups Chong
Operations Manager

Evelyn Ng
Retiree

Rachael Lim
Financial Analyst

Aric Chong
Trainer

Chee Mun
Analyst

Yip Jing Ngei
Executive Meteorologist

Gary and Jasmine
Associate

Gavin Seah
Finance Manager

John Tan
Realtor

Oliver E Zhifang
Manager

Desmond Chua
Manager

Jackie Chuah
Director
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.
Testimonials

Jacqueline Lee
Executive

Alex Fong
M&E Coordinator

Joey Tee
Accounts Executive

Li Xuan
Quality Control Engineer

Andy Wong
Associate

Bibi Ang
HR Executive

Lim Swee Luan
Finance Manager

Melvin Tng
Project Manager

Seah Yan Kar
HR Consultant

Celine Leow
Accounts Executive

Chuah Zhun Song
Software Developer

Ong Wee Kheong
Senior Underwriter

Mr and Mrs Muthy
Senior Research Scientist

Chups Chong
Operations Manager

Evelyn Ng
Retiree

Rachael Lim
Financial Analyst

Aric Chong
Trainer

Chee Mun
Analyst

Yip Jing Ngei
Executive Meteorologist

Gary and Jasmine
Associate

Gavin Seah
Finance Manager

John Tan
Realtor

Oliver E Zhifang
Manager

Desmond Chua
Manager

Jackie Chuah
Director

CONTACT US
- 150 Beach Road #12-01/08, Gateway West Singapore 189720
- +65 62221889
- +65 62221019
- feedback@fa.com.sg
Contact Me
ACKNOWLEDGEMENT
By submitting this form, I confirm that
提交此表格,即表示
- I have read and understood FAPL’s Personal Data Policy, and hereby give my acknowledgement and consent to FAPL to use my personal data in accordance with FAPL’s Personal Data Policy.
- 我已阅读并理解鑫盟理财私人有限公司的个人数据保护政策,并同意鑫盟理财私人有限公司根据个人数据保护政策所阐述的用途使用我的个人资料。
- I have read and understood the disclaimers above and hereby affirm my acceptance of these terms.
- 我已阅读并理解了上述免责声明,特此声明接受这些条款。
- I have not been directly contacted or approached by any representative or employee of FAPL with an offer or solicitation to apply for any financial products not offered in my home country.
- 鑫盟理财私人有限公司的代表或员工并未直接与我联系或提出要约或招揽购买我原居住国境内所不提供的任何金融产品.
- Financial Alliance Pte Ltd ( “FAPL”) is licensed by the Monetary Authority of Singapore (“MAS”) and allowed to conduct financial advisory activities in accordance with the Financial Advisers Act (Cap. 110) (“FAA”) and the Securities & Futures Act (Cap. 289) (“SFA”) within the jurisdiction of the Republic of Singapore and in accordance with the licenses granted by MAS
- 鑫盟理财私人有限公司( “鑫盟理财”)持有由新加坡金融管理局(“MAS”)所颁发的牌照,并许可在新加坡共和国境内依据财务顾问法(第110章)和证券与期货交易法(第289章)进行财务咨询等相关业务
- Any services provided by FAPL to persons not ordinarily resident in Singapore are provided solely on an offshore basis from Singapore, resulting from direct enquiry on the part of the foreign residents.
- 鑫盟理财为非新加坡居民所提供的任何服务仅限于直接向鑫盟理财发出咨询请求的国外居民。
- As an integral part of the provision of such services, FAPL may from time to time make available to such residents, documents and information making reference to capital markets products (for example, in connection with the provision of fund management or investment advisory services outside of the foreign jurisdiction).
- 作为提供此类服务的一部分,鑫盟理财会不时向此类咨询者提供有关产品的参考文件和信息(例如,关于海外司法管辖区以外的资金管理或投资咨询服务等信息)。
- Such documents and information are provided by Financial Alliance Pte Ltd (“FAPL”) is for general information only and is not intended for anyone other than the recipient.
- 此类由鑫盟理财所提供的文件和信息仅供收件人做一般信息参考。
- It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
- 此类文件和信息不会把-个人投资目标,财务状况或其特定需求等考虑在内。
- It does not constitute the making available of, or an offer or solicitation by FAPL to buy or sell or subscribe for any such capital markets product or to enter into a transaction or to participate in any particular trading or investment strategy nor an advice or a recommendation with respect to such financial products.
- 鑫盟理财向该人士提供此类文件和信息将不构成要约或招揽购买或出售或认购任何此类资本市场产品,或达成交易或参与任何特定的投资策略,也不构成有关此类金融产品的建议或推荐。
- These documents may not be published, circulated, reproduced or distributed in whole or in part to any other person without FAPL’s prior written consent.
- 未经鑫盟理财的事先书面同意,不得将这些文件全文或部分发布,传播,复制或分发给其他人。
- This document is not intended for distribution to, publication or use by any person in any jurisdiction, where such distribution, publication or use would be contrary to applicable law or would subject FAPL and its related corporations, connected persons, associated persons and/or affiliates to any registration, licensing or other requirements within such jurisdiction.
- 鑫盟理财无意在分发,出版或使用此类文件可能违反当地法律,或本公司及关联公司或关联人士需要注册,获得许可或符合规定的司法权区向当地人士分发、出版此类文件或供其使用。
- You shall ensure that you have and will continue to be fully compliant with all applicable laws in your home country when entering into discussion or contracts with FAPL.
- 在与鑫盟理财进行讨论或签订合约时,您应确保您已完全遵守并将继续遵守您所在原居住国的所有适用法律及条规。
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策
Scan for Contact Details
Join our newsletter
Subscribe to our newsletter to receive updates on our latest content!