BRINGING CHANGE
TO PEOPLE'S LIVES
EXECUTIVE FINANCIAL PLANNER | CERTIFIED ESTATE PLANNER
BRINGING CHANGE
MDRT 2021 | STAR CLUB | SERVICE EXCELLENCE AWARD
INVESTMENT STRATEGY
Proven Investment Framework that ensures consistent gains from the market
WEALTH
PROTECTION
Guarantee yourself a reliable finance protection so that your assets are protected
PORTFOLIO MANAGEMENT
Identify the gaps in your portfolio that can be potentially filled
ESTATE & LEGACY
PLANNING
Preserve and distribute your wealth to create long-lasting connections with your loved ones
Why work with me?
Have you ever found yourself feeling helpless, with a problem but no solution?
When I was 16, my father was diagnosed with stomach cancer. This gave me trauma as my father was the sole breadwinner of our family. Thankfully, with financial planning, he was able to finance my university tuition fees even after he stopped working.
I began to find my passion and realized that this was what I wanted to do - to help people who are in need by educating them on financial and retirement planning. I started my career in 2010 while studying in the University of London (UOL) majoring in Banking and Finance. With over 10 years of experience in the field, I aspire to continually help people build their financial portfolios from a young age before their financial commitments start piling up.
Often people are not aware of the importance of building a portfolio. That is why, as a financial planner, it is my duty to educate and inform the society what insurance is all about. It is definitely more than just an investment but a safety net for one's life. Having been in the industry for over a decade, I specialize in providing advice on mortgage loans, medical insurance, life insurance, investment planning, and retirement planning.
IDENTIFY the STRENGTH and WEAKNESS of current finances
PRESERVE and PROTECT your wealth
UNLOCK the “dead” assets



What to expect at the end of our session:
A summary of my shared processes and planning roadmap
A surefire way to keep your insurance premiums lean & neat
Your own tailored asset progression report
Financial freedom is available to those who learn about it and work for it.
Yap Zhen Jie








Proprietary Programmes & Strategic Frameworks
Testimonials
Here are comments from our beloved clients

Rafeek made financial planning so much easier to comprehend and less daunting for a fresh graduate like me. Thank you so much for the insightful session!
Malcom
Engineer

Ryan is very knowledgeable in his field and he displayed professionalism throughout our session. Not only he opened up my finance sense, he provides good solutions! Thank you and keep up the great work!
Hao Yi
Founder of Urban Tavern

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