From family income and critical illness protection, to your children’s education planning;
from retirement planning to leaving a legacy for the next generations,
Yvonne makes it detailed yet simple for you.
“You cannot escape the responsibility of tomorrow by evading it today”
– Abraham Lincoln
Personalised financial planning for executives in Singapore
Yvonne is a very professional financial planner with good knowledge in financial products. She did a financial assessment for me based on my existing coverage, spent time to understand my needs and recommended next steps. Her sincerity gives me faith and I trust that she's providing me the best support she can render whenever possible. I'm sure she will be a good partner to rely on in the long run.
Rachel Marketing Manager
I was already speaking to another financial advisor when I met Yvonne. She really won me over with her genuine attitude. She shows concern and listens to my needs then makes the recommendations that suit my need & budget. I feel she works in my best interest
Christina Professional Project Manager
Yvonne is very knowledgeable & is able to clearly explain the various plans available to meet our needs. She did a comprehensive review of our family's portfolio, advised us on the gaps and followed through with her recommendations. We highly recommend all families to speak to her for trusted advice.
The LIM family
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