BRINGING CHANGE

TO PEOPLE'S LIVES

EXECUTIVE FINANCIAL PLANNER | CERTIFIED ESTATE PLANNER

MDRT 2021 | STAR CLUB | SERVICE EXCELLENCE AWARD




BRINGING CHANGE

TO PEOPLE'S LIVES


EXECUTIVE FINANCIAL PLANNER | CERTIFIED ESTATE PLANNER

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

Client Appreciation

Seminars

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

Sign up for the latest updates and newsletter
In respect of disclosure, you understand that may disclose your personal data to third parties where necessary for the above-stated purposes.

©Copyright | Yap Zhen Jie 2021. All Right Reserved