Ivan Yao, CHFC
| Phone: +65 8168 1253
Being in the insurance industry since 2009 with a clientele of over 900, Ivan has achieved 5 Million Dollar Round Table including a prestigious Court of the Table qualifications during his days as a wealth manager.
Ivan believes that everyone should have a sound and robust financial plan. Using his belief as a guiding principle, he strives to ensure his clients’ portfolios allow them to have the financial support during a health crisis and also live with dignity during retirement.
He decided to build his team after he was promoted to Master Wealth Manager in 2016 as he wants to share his beliefs and pass on his valuable skill sets to aspiring wealth managers.
As a Financial Services Director leading a Million Dollar Team, other than coaching his team of wealth managers, Ivan continues to upgrade himself by attending seminars, conferences and is in the midst of taking his Chartered Life Underwriter modules.
Royal Centurion Club
Summit Club Premier member
Top 10 Wealth Manager 2019
In Serene’s course of work, she meets with people from all age groups with various needs and budgets. Whenever she proposes solutions for her clients, she always asks herself, “Is this what I will plan for myself or my loved ones?” This is her guiding principle which she relies on when she plans for her clients’ financial portfolios. She believes that a wholesome financial plan includes a set of estate distribution instructions. She wants to help her clients to minimise estate administrative expenses to maximise proceeds for their beneficiaries.
Before joining the insurance industry in 2016, Jean used to be a school educator for 8 years, teaching and passing on values to teenagers. After her father was diagnosed with cancer and subsequently passed on, she became more aware of how important insurance knowledge and proper financial planning is. It is with this belief, that she hopes she can pass this knowledge to everyone around her, and work with them in planning for suitable financial solutions.
A dedicated adviser who enjoys working hard and playing hard as well. He strongly believes in providing the best service to his clients and always strives to make sure that he adds value to his client's portfolio. Being a strong family man, he is strong in his conviction to providing holistic planning from Insurance, Investments to Estate planning.
Andri believes that every individual and family should be well protected against financial instability and disruptions in the event of unforeseen circumstances. She also firmly believes that investments are part of a comprehensive financial planning journey for a comfortable retirement. With the large number of major insurance companies that she represents, She can definitely devise strategies and solutions to meet your unique needs, and walk alongside you on this path of uncertainty we call Life.
This is a great space to write long text about your company and your services. You can use this space to go into a little more detail about your company. Talk about your team and what services you provide. Tell your visitors the story of how you came up with the idea for your business and what makes you different from your competitors. Make your company stand out and show your visitors who you are.