GIAN YEN BERG

YEN BERG-SOON AI HUAT ORGANISATION
ADVISORS ALLIANCE GROUP

I majored in Economics at the National University of Singapore (NUS), with a second major in Business Management. During my university days, I was active as an NUS Ambassador. In 2013, I explored financial advisory through an internship with ADVISORS ALLIANCE GROUP. I also worked in the private sector with a private equity firm, Partners Group, as well as in the public sector with the Land Transport Authority (Economics Unit). It was during my time in public service with the LTA that I decided to work in an area of service to people, so I became a full-time financial consultant in 2016.

Family plays a big part in my career choices.
My family went through financial hardship when I was younger and being able to provide well for my family is one of the key drivers that keep me motivated as a financial consultant. My family certainly plays a huge part in my chosen career as my dad is also a direct beneficiary of life insurance.

Fostering relationships with clients.
I am also motivated by the immense sense of satisfaction when I help my friends and clients build toward their goals and aspirations. Over the years, I get the opportunity to develop deeper and more meaningful relationships with each of my clients besides being their financial consultant. As the business grows, I also get referred to more people from all walks of life. Through the network I have established, I also help the clients connect with others from all walks of life for their personal or business needs. It is extremely fulfilling for me to be able to journey with them through their life milestones.

A relationship based on trust.
I always believe that the foundation of the relationship between a financial consultant and a client is one built on trust. By truly understanding my clients’ needs and perspectives, I can give them the peace of mind that their goals and aspirations are well taken care of. They will know the proposed planning is in their best interest, which will give them the confidence to continually plan for their future whenever their needs arise.

Assuring clients that they are in good hands.
Achieving the MDRT is one of my proudest accolades. I take pride in being able to let my friends and clients know that I am among the top 5% of personnel in the industry worldwide. The award embodies the passion and dedication that I put into my career, and they can feel it from our meetings and reviews. I hope the awards allow them to feel assured, and that they are in my good hands.

Accolades

Million Dollar Round Table Unit (Ruby) 2022

AIA FA Pinnacle Club (Unit) 2024, 2023 and 2022

AIA FA Prestige Club (Platinum) 2024, 2023, 2022, 2021 and 2019

AIA FA Prestige Club (Titanium) 2020

Million Dollar Round Table 2024, 2022, 2021 and 2019

International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2023, 2022, 2021, 2020 and 2019

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

APFinSA Leadership Award 2022 – Diamond

APFinSA Award 2022 and 2021

Associate Financial Planner (AFP^CM)

Associate Estate Planning Practitioner (AEPP®)

Certificate in Retirement Adequcy Planning (Cert. REAP)

Master Fund Advisor (MFA)

Associate REIT Investment Advisor (ARIA)

Bachelor of Social Science (Hons) in Economics, NUS

TESTIMONIALS

Liu Guanyu

I have known Yen Berg for more than 10 years, we were friends since University. Yen Berg has always been there to help with any questions or problems I have with my health and wealth planning. He‘s very patient and clear in his explanations and I have learned so much about the products and the processes. I also trust him to find the right insurance for my needs and this enables me to focus on my work. I am more than pleased with his service and would highly recommend Berg to my friends and family.

Liang Ee

I’ve always felt that it is good to have a second opinion on my current policies, Yen Berg is the other financial agent that I consult. Known him for a few years and I know that he is someone that I can trust and to whom I can speak candidly about my concerns. He has since helped me review my policies and offered a more balanced take on my policies to allow for better coverage and thus, peace of mind. He also manages my investment portfolio conscientiously and I really commend him for taking the time to monitor the market and propose a switch in funds when necessary. If you’re looking for someone who can cater to your financial needs, Yen Berg is someone I would definitely recommend.

Jaclyn

I’ve had many financial advisors before meeting Yen Berg a few years ago. After meeting him, I have decided to stick with him and use him for all my future financial advice. He is the first agent I felt that isn’t pushy at all and only wants to provide you with the best options for your financial needs. I highly recommend him to anyone that is searching for someone trustworthy and knowledgeable.

Shandy

Yen Berg is my honest, considerate and supportive financial planner. Being a personal friend and trusty financial planner to my husband and myself, Yen Berg has the ability to see and understand things from my perspective in terms of financial requirements from post-university graduation, to marriage and family planning stages in my life. I always feel that a good relationship with a personal financial planner remains important, and Yen Berg is a financial planner whom I can count on to make sound decisions for me in my life and financial planning journey going forward.

Over the years, Yen Berg is able to communicate his ideas on insurance, financial planning, and investments to me succinctly, and is patient with his explanations whenever I have doubts. He is patient and answers my clarifications when in doubt promptly, amidst his busy schedule.

When it comes to financial planning, my usual perception is that financial planners tend to be very ‘pushy’ and sales-driven. However, Yen Berg is sensitive to my personal financial needs and has a strong sense of empathy toward my situation. Some personal examples that I could recall are that there was once when I had physical discomfort and asked for his advice on medical claims and doctor visits, he dropped a call almost immediately to provide me with a fast reply, and asked me to see the doctor first as a priority, and leave the claiming process to him. In addition, Yen Berg was open to just having casual coffee catch-ups (without any sales involve) to give my husband and me sincere bits of advice on housing purchases, by considering financial, time, and budget constraints. When it comes to wealth planning, Yen Berg takes a prudent approach and considers holistically my risk appetite when it comes to growing wealth. It is his guidance and feedback that allowed my portfolio to grow well over time. Thank you, Yen Berg, all the best!

Jia He and Theresa

Yen Berg is very professional and has provided very valuable advice for our financial planning. He put his clients’ needs first and tailors all his recommendations around these needs. He is patient, responsive and always just a text away. His attitude has been excellent, always willing to go the extra mile. Highly recommended.

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