FIND OUT HOW I CAN HELP YOU ACHIEVE YOUR RETIREMENT GOALS MEET WITH ME TODAY

Senior Wealth Management Specialist

At the point of writing this, I have worked with over hundreds of clients, providing a wide range of financial services including retirement planning, estate planning, as well as business succession planning. I work with you and your family to understand, manage and simplify your entire financial life. I create wealth management strategies that allow you to meet your current needs; help you prioritize and achieve your goals throughout your lifetime; and protect your wishes and legacy into the future.

Management

Senior wealth

Specialist.

Kieran Yeo finanical planner
About Me

KIERAN YEO

Here’s a little introduction to myself: I am a senior Wealth management Strategist and early retirement strategist who has helped over 300 individuals and family, grow their wealth by 5-10%, year after year. I achieve this by creating specialised, customised financial plans with the singular objective of expediting their retirement age. For my efforts, I received numerous awards along the journey.

– Kieran Yeo at Singapore
Kieran Yeo with Diana for Retirement planning

Diana Seow, Account Manager

“ADDS PRACTICAL VALUE TO HIS CLIENTS WITH HIS IN-DEPTH FINANCIAL KNOWLEDGE!””

Kieran is comfortable person to work with, because of the way he uses his in-depth financial knowledge to add real and practical value to his clients! He not only showed a deep understanding of my financial situation,but took it one step further by breaking down and then recommending solutions which are relevant and cater to my needs.

Kieran is always on the ball in making sure my questions are always answered satisfactorily, so I will definitely recommend him to anyone who wants a reliable partner in financial planning!

Kieran Yeo financial planner for cristina

Cristina, Document Controller

“NEVER MET A FINANCIAL PLANNER THIS SINCERE ABOUT HIS WORK”

Kieran has all the qualities of a capable financial planner: He communicates well, takes the time to understand my needs, and finally providing the most appropriate financial solutions.

But what I liked about him the most was not simply his ability to do his job, but the level of passion and sincerity he brought to the table. Working with Kieran, I have to believe he put in as much dedication and commitment to my finances as he does his very own!

Lee, Researcher

“TRANSFORMED MY VIEW ON FINANCIAL PLANNERS COMPLETELY”

“Prior to meeting Kieran, I have met with a few advisers who did not provide any support or follow up. Because of that, I once had a less-than-positive view of them.

Kieran has, however, changed my view on advisers! He has never failed to make sure that I am not only well-informed regarding the current market for my investment portfolio, but to oversee my finances with an undivided level of attention.

Having an adviser whom is committed to his clients very rare. If you’re looking for someone who will provide that level of attention and expertise to your financial portfolio, look no further than Kieran!”

Kieran Yeo updates investment for Lee

FIND OUT HOW I CAN HELP YOU ACHIEVE YOUR RETIREMENT GOALS MEET WITH ME TODAY