Sze Hau Yeo

ABOUT ME

Sze Hau is a Senior Financial Consultant, holding Associate Wealth Planner

qualifications. He is also a registered Will Writer with Rockwills. For the past

4 years, he has been helping professionals and senior executives and their

families in Personal Financial Planning, Retirement Planning, Children

Education Funding and Investment Planning.

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Have you made ad-hoc insurance purchases over the years? Was it done by

default or design? Other than a good Insurance Portfolio design, what makes

a good financial plan? My partner & I have assisted our clients to evaluate

their financial needs, customize solutions and empowered them to make

informed decisions.

'Zanice and Sihao have both been very helpful throughout the entire process.

Their professionalism is evident in their details, planning, structures, and most

importantly their knowledge of the availabe prodcts, insurance carriers has

made the entire process effective and efficient.' - Tan C.H & Val