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Meet Your #ChooseQuality
Financial Adviser Representative


Yeo Jin Chong Jerry
杨炜宗

Wealth Advisory Director


 
About Yeo Jin Chong Jerry
杨炜宗

Read and ponder seriously on the below:

❗What will happen to my assets when I die? What about my children?

❗What are the implications when I die? What about my children?

❗Today I stop work, can I survive on my current passive income?

 

Jerry Yeo has been in the financial industry for about 12 years. He believes with the gifts and character traits he was bestowed, he endeavour to impact people who wants to get their finances in order. The above thought provoking questions are just some of the problems that people have, and they don't realize it. The following may enable you to know Jerry Yeo a little better, professionally.

He was awarded the Top Financial Planner of the Year award (Overall Winner) in 2019 by Financial Planning Association of Singapore (FPAS). This recognition was awarded to the best financial plan drawn up based on a common case study for all competitors. On top of that, the competition was so intense that only a selected handful was scrutinized by a panel of 14 judges through an interview and the judges found his plan to be superior to the rest of the competition.

Next, he also took up additional courses, such as the Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Associate Estate Planning Practitioner (AEPP), Associate Specialist in Estate Planning (ASEP), Associate Financial Wealth Coach (AFWC) and then some more, to provide more thorough and complete advice for his clients. These attributes raise the level of consumer confidence in his services rendered. He is also accredited with IBF Advanced Certification (IBFA Level 3) which is an industry endorsed mark of quality for finance professionals in Singapore. He is also a certified Advanced Certificate in Learning and Performance (ACLP) graduate in which he imparts his knowledge to other financial advisers who pursue the CFP certification.

Through his advice, he has clients who saved up to 40% by restructuring their portfolio and clients who achieved up to 58% investment returns in 3 years. Don’t you think there’s a good reason why his clients go to him for advice?

He mainly serves clients who are white collar executives, business owners and high net worth individuals. He helps all of them to identify possible ‘time bombs’ in their current situation. Any client of Jerry’s will tell you that Jerry is very responsive, punctual, consistent, reliable and trusted in his dealings.

He maintains a personal Facebook page in which he shares bite-sized tips for both individuals and business owners which create good thinking questions. He also holds meaningful conversations with his Facebook page readers. You can find his page at www.facebook.com/JerryYeotology/

In short, you can’t go wrong if your finances are managed by Jerry Yeo himself.

Quality that Makes a Difference

Testimonials from Clients

  • “Because of Jerry, I am well taken care of, especially in matters related to finance, investment and planning. Jerry is a very competent advisor, as he always keeps himself abreast with the latest market information and trend, especially in financial planning. I first came to know Jerry through my wife who had great accounting and financial background. With her strong recommendation and proven investment results, I was convinced with the knowledge, non-biased judgement of Jerry. He had repeatedly demonstrated, gave comparisons and options, shared his recommendations with data, including risk management and projections. Jerry’s competency in financial advice is incomparable; we never regret in each meeting with him. I am sure he would be able to offer his advice to anyone in any situations. I feel ease and comfortable with Jerry’s advice and support. He is like life guardian to my family! Do make appointment with Jerry at the soonest, you would find that this would be the best time and investment you make this year. ”

    Jackie Chuah
  • “I met Jerry when we were serving the nation together and we became brothers in arms since then. I saw his determination and perseverance with his mature thinking while we cover each other’s back. I know I can continue to trust him like how we cover each other when he decided to join the financial industry. I am proud to see his achievement along the years and it’s just the most natural things to have him the sole planner for my entire family’s financial planning, both protection and investment related, he even can advise on estate planning matters. He plans ahead for many years and helped me visualize my financial goals. Financial planning became an easier subject for layman like us to understand better with his detailed and delicate explanations. His non pushy attitude created the right atmosphere for discussion to really understand our needs. Being the top adviser of the year (in the financial planning competition organized by FPAS) self explained his competency level and professionalism. His friendly, jovial and approachable character makes him a likable figure and was testified among many whom I recommend Jerry to. The trust that we had over the years gave us a peace of mind that we know we are being well taken care of, and if in doubt he will be there within a call or a text. This shows the trust we have in him and his commitment for his clients. To the many who are hesitating to engage his service, I would strongly recommend you to drop him a note without any further hesitation, not just because of the strong professional accreditation he had achieved , but he is also definitely worth a friend to have and seek advice from. And to Jerry, thanks for your service and advice you had provided over the many years and more to come in years to come! Deeply appreciated!”

    Desmond Chua
  • “I still remember that day - I knew Jerry by chance just in his normal presentation in our company, and I did want to start my investment journey after changed my career path after I came to Singapore. I did have some casual talking with Jerry and started with few purchasing, step by step, I found Jerry could understand my needs very well and it let me was willing to accept his advise. The most important thing which let me trust and understand his importance for my investment is last year, I withdraw most of my other low risk investment before February, to wait for the chance of market turning up. And one day Jerry came to me suggest me buy a fund of US market, it was just the one I’m watching, but I was only watching and waiting…after half year, finally I understand if it’s not Jerry come to me gave me that advise, I’ll miss that chance totally. That’s what I want to say: make money sometime would need rely on market trend, but Jerry can help you catch the chance when it occur, I believe I’ll get Jerry as a adviser, and a partner in some words…in my whole investment life.”

    Oliver E Zhifang

Learn more about Yeo Jin Chong Jerry
杨炜宗

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杨炜宗

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杨炜宗 could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.