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Legacy Planner/Award-winning Author/Chartered Financial Consultant®/S/Chartered Life Underwriter/Trust and Estate Practitioner/Certified Legacy Planning Associate/Certified Family Office Advisor

Sissi Goh Yan Xi

REP No.: SGY300350192

Senior Financial Advisory Manager

Sissi is a renowned legacy planner based in Singapore, specializing in intergenerational wealth planning and bespoke family office services. Her career spans both New York and Singapore. With extensive experience in hedge fund consulting and private wealth management, she provides professional advice to high-net-worth families.

She graduated from Columbia University in the United States with a Master’s degree in Public Administration, specializing in international finance and economic policy. Her focus is on wealth and family succession planning, and she holds multiple international professional certifications. These include: Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP), Certified Legacy Planning Advisor (CLPA), Certified High-Net-Worth Client Advisor, Certified Family Office Advisor, and more.

She is an official member of the Society of Trust and Estate Practitioners (STEP), the most reputable global organization in its field; and she is the youngest founding member of the Asia Estate Planning Association (AEPA).

As an award-winning author and TEDx speaker, she wrote the acclaimed book Wealth Management Isn’t Just for the Rich. Her TEDx talk, titled How Not to Lose the Billion Dollars You Didn’t Know You Had, was described by the TED Global Committee as “timely and valuable” and has received 570,000 views. She later published a book with the same title, which received a prestigious award in wealth succession planning. Her financial articles have been selected as training material for financial advisors in Singapore and have been featured on CNA and Money FM, Singapore’s most reputable financial radio stations.

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Testimonials

During my interactions with Sissi, I’ve always felt that she’s a very earnest advisor who’s extremely keen and passionate about helping others with their wealth management. There’s no doubt that she’s a professional in her field. Her adept use of excel sheets and concise explanations brought me up to speed on the various packages. She has a tenacious attitude towards ensuring her customers’ clear understanding of the terms and benefits which I found admirable. All in all, she’s a good person who’s dedicated to her work and I’m grateful for her consultation services.

Jeffrey

Research Engineer at DSO National Laboratories

Sissi is both my friend and my wealth advisor. I appreciate her frank insights in helping me making good financial decisions and she is passionate about her work. I’m happy with her service, and would recommend her to people who need to build and strengthen their financial foundation.

Hong Kiat

Civil Servant at Ministry of Finance

I have known Sissi for about a year. She struck me as a wealth management consultant with high professionalism, strong customer-centric mentality, and deep knowledge and expertise in the field. She has been helping me personally to manage my wealth where she would go above and beyond in understanding my situations and showing me the best products based on my circumstances. One example is that I had some questions regarding two investment products, Sissi made comparisons of 5 different products and showed me suitability of each product for my situation. I was thus very impressed with her recommendations. She would also put her customers first where she would make quarterly reports to every client showing them the performances of their respective investment portfolio. This shows that she cares deeply for her clients and their financial well-beings. Lastly, a key differentiation is that she also strives to constantly improve herself personally and professionally. She always finds new ways and innovative approaches to help clients. At the same time, she always strive to broaden her knowledge base by taking additional classes and workshops. I highly recommend Sissi and her service to those who are looking to grow their wealth.