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I Achieved Financial Independence – Now, Let Me Help You

YEO KOON TECK 楊坤德

REP No.: YKT300627504

Senior Financial Planner

Thriving as a self-employed individual is a result of strategic financial planning and a commitment to growth. Along the way, I’ve cherished the joy of learning through real-life experiences and the inspiring people I’ve met. Starting my career as a salaryman earning just $1,500 a month, I achieved a major milestone by paying off my mortgage within 15 years through disciplined financial management.

In 2019, I took a bold leap by launching an F&B business while maintaining a full-time job to manage the risks. Today, that venture has flourished into a successful enterprise generating approximately $2 million in annual revenue.

Inspired by my journey, I’m passionate about sharing the power of effective financial planning with friends and clients, helping them achieve their financial goals while continuing to pursue my own aspirations.

  • Retirement Planning & Estate Planning
  • General Insurance (Commercial Insurance)
  • Investing & Swing Trading
  • Food & Beverage Business Management
  • Successfully paid off my mortgage in my mid-30s while earning less than $4,000 a month, all thanks to disciplined financial planning.
  • Transitioned to self-employment in my mid-30s and built an F&B business that now generates over $2 million in annual revenue.
  • Mastered swing trading through self-learning, using the profits to fund the start-up of my thriving F&B business.

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Testimonials

Please allow me to provide feedback to my financial consultant, Mr. Yeo Koon Teck. Mr. Yeo was friendly, helpful, professional, and knowledgeable. No matter what questions I had for him, he would answer it in the most professional manner and provide me with a detailed explanation. No impatience or MIA is shown towards my questions. It used to be that I had a financial consultant, and when I experience issues and questions, the consultant would disappear or reply 1 or 2 weeks later. Having Mr. Yeo as my financial advisor is a great pleasure for me and my family.

Tan Wen Bin

Employment Agency Owner

I strongly recommend Koon Teck as a financial advisor, he listened to my worries and came up with just the right plan for me! He continues to provide me with updates and is attentive to my queries. He is also my partner’s financial advisor and we are extremely grateful to have him as our financial advisor.

Krystle

Lawyer

Happy to provide a positive testimonial for Yeo Koon Teck. Koon Teck is a responsible and discerning financial advisor, where he would constantly review the financial goals and progress at regular intervals, to ensure that the goals and progress sufficiently meet the needs at each phase of life. He combines meticulous review of financial products with practical and Zen-based advice. He is truly a financial partner for your whole life needs

Tan Mein Jin

Consultant

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