I was exposed to the financial services industry in 2014 as a year one undergraduate in SMU. Unfortunate events that triggered premature claims further solidified my beliefs that financial planning is a necessity for all individuals. I aspire to be a consultant who can provide objective opinions and advice and benefit as many people as I can reach out to. I strive to be the change in the otherwise often-misunderstood industry and to leave a positive impact on every person that I cross paths with.


Treasuring connections, always.
My relationships with friends and clients are important to me. These treasured connections with them keep me motivated, regardless of our ability to implement solutions for the betterment of their personal finances. Most of my clients are also young adults below the age of 30, so I can relate well to their needs and concerns. I see myself as someone who will walk the rest of my clients’ life journeys with them. I am working towards being an “encyclopaedia” to my clients for anything personal finances related, through my own experience or research. Because of my vast knowledge, my clients tend to view me as someone who is resourceful, someone whom they can look to for ‘lobangs’ or opportunities, and I am happy to be of such value to them.


The fine details matter.
I see my biggest strength as a financial consultant to be the level of detail that I put in for clients in planning while looking at their overall financial portfolio. From cash-flow budgeting, asset allocation, housing planning, to risk-transference and wealth management, the skills that I picked up as a finance and economics graduate increases how sensitive I am to my clients’ financial plans.
I believe that financial planning can also be more data and numbers-driven rather than just relying on emotions. Financial decisions, hence, should be made logically to support emotional needs. These skills and expertise allow me to be highly competent in the work that I do, which I believe is a competitive advantage I possess. Many highly-educated individuals, therefore, seek my expertise in the field of their financial matters.


Achieving success, together.
I see my repeated recognition through the International Dragon Award and Million Dollar Round Table relatively early after graduation as a huge achievement for myself. However, none of this would have been made possible without my clients. Without their continued trust, confidence and support in me, these awards stand for nothing. Their financial success is the greatest form of testimony for the work that I do.


5th Runner-up, Top Financial Consultant 2022

6th Runner-up, Top Financial Consultant 2020

4th Runner-up, Top Financial Consultant 2019

AIA Centurion Club 2024, 2023, 2022, 2021 and 2020

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2024, 2023 and 2022

Court of the Table 2024 and 2023

Million Dollar Round Table 2022, 2021, 2020 and 2019

International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2023, 2022, 2020 and 2019

100 IDA Team Award 2024, 2023, 2022, 2021, 2020 and 2019

International Dragon Award – Silver Dragon Award (Agent Category) 2021

Associate Wealth Planner (AWPCM)

Bachelor of Economics

Bachelor of Business Management



It has been a fruitful and rewarding experience going through my personal finance journey with Yan Jie. He is knowledgeable about his insurance and financial products and knows what is suitable for his clients. In the long-term, I look forward to working closely with him and progressing further in the journey of life together.


Yan Jie has been a very sincere and honest friend. From the get-go, I felt very comfortable dealing with him, because he has 100% of my trust and confidence. I foresee myself staying with him throughout my financial planning journey.


Yan Jie has been very clear and transparent about everything. He’s made me feel as if I can have some semblance of control over my finances, through the use of different tools like excel, and it’s made the planning process so pleasant and smooth. I really feel like I can trust his recommendations and advice as he has my best interests at heart. His knowledge of all the products are very reassuring as well.


We have been with Yan Jie for more than 2 years, and he has always been very helpful and super responsive in answering our questions. Without us asking, he always takes the initiative to update us with the latest financial happenings and our portfolios – giving us the assurance on how we are doing. His explanations are also very clear, and easy for people with no financial knowledge to understand as well. We’re more than happy to continue our financial planning and wealth management journey with him, and will definitely recommend him to anyone who has yet to start on their financial planning journey.


Yan Jie is firstly a sincere and trustworthy lad. He is knowledgeable, prompt and transparent in his recommendations. It has been a couple of months since we started engaging him and every meeting with him had been enjoyable and fruitful. Yan Jie was very quick in helping us to identify our financial goals and how we can go about achieving them. He is also a patient friend and structures our engagement well, recommended for beginners to financial planning.

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