Zanice Yeo

ABOUT ME

Zanice is a Senior Financial Consultant with 4 years of experience in personal

finance especially in the areas of family insurance portfolio design. She is an

Associate Financial Planner and a qualified Estate Planner. Her areas of

expertise are in Wills & Estate, Insurance Planning and Retirement Planning.

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I believe every family will be able to enjoy their golden years with the help of

prudent financial planning. From the interaction with many of our clients,

we empathise with the pressure and challenges families face in their lives

and finances. That’s why I see it as a personal mission to plan alongside with

our clients and their family, to make informed financial decisions that best

suit their needs.

'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