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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
  • Investing & Swing Trading (Advising on investment products – securities)
  • General Insurance (Commercial Insurance)
  • 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

I’ve had a really good experience with Koon Teck as my financial adviser. He is knowledgeable and takes the time to understand my needs and what I’m looking for, rather than simply recommending a standard solution. What I appreciate most is how attentive and patient he is. He listens carefully, explains things clearly, and always tries to find solutions that are suitable for my situation. I never feel pressured, and I feel that he genuinely has my interests in mind. I’m glad to have Koon Teck as someone I can trust for my financial planning.

Ariel Seah

Manager (Ops Tech)

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

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