I was introduced to the financial services industry in 2018 as a fresh graduate from Nanyang Technological University’s Wee Kim Wee School of Communication. Ever since, I have taken pride in my role as a financial consultant, and am dedicated to helping my clients build a financial security plan based on their specific needs and personal goals. I strive to do the best for those around me and aim to be able to touch and impact as many lives as I can in my professional capacity – and more importantly, being able to be there for them as a friend.

Always have a willing, listening ear.
One thing that all financial consultants should practise as they build up their careers in this industry is to always have a willing listening ear and a genuine heart to help your clients. Sincerity is of utmost importance in our industry and is something all financial consultants should have. This is one thing I held close to my heart since embarking on this journey.

My greatest influences.
My family, especially my parents, is the greatest influence that inspires me as a financial consultant. My parents were not well to do, but they were willing to give me their all in order for me to achieve my dreams. I want to be able to give back to them for providing me with so much in this lifetime, and for the person I am today. I would not have been able to achieve so much without their constant support and encouragement. Not forgetting my friends, who have been there for me since the start of my career. I appreciate each of them for supporting me as I build my skill sets and continue to improve every day. I strive to be the best version of myself, because of the trust that has been given to me by those around me.

The evolving role of financial consultants.
We will have to be even more highly integrated in the lives of our clients, and be there to hold them as they journey through life’s greatest milestones. I think the human touch is very important in this business, we must always remember that we are working with the people and for the people. That is why it is always important to listen and have empathy for everyone.


AIA FA Prestige Club (Titanium) 2024, 2022, 2021 and 2020

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024

AIA FA Prestige Club (Gold) 2023

Million Dollar Table 2024, 2023, 2022 and 2021

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

100 IDA Team Award 2024, 2022, 2021 and 2020

Bachelor of Communication Studies (Hons)

Associate Wealth Planner (AWP)

Associate Estate Planning Practitioner (AEPP®️)


Si Wei

Liyan is a dedicated and committed advisor who takes pride in what she does. She possesses strong work ethics and over the past few years, she was able to effectively curate and personalise financial plans that is aligned with my personal goals and lifestyle.

On top of that, Liyan would go above and beyond for her clients by reviewing our policies on a regular basis. She would also equip us with financial knowledge to help us make informed decisions. Having met countless financial advisors, I can say with confidence that she is one of the best and most trustworthy advisors around.


Not only is Liyan prompt and responsible, she is always willing to go an extra mile to serve clients’ needs. She is patient with my requests and works with integrity; she would walk me through process and has recommended suitable policies that I was satisfied with. I gladly recommend her services to others, knowing that they will share the same sentiments when they engage her.


Liyan puts in the effort to address my financial needs. She has a good grasp of her knowledge on the policies, which makes me trust her with my financial plans. She is prompt and patient with my requests. She would also follow up with me every now and then. I highly recommend her services to others.


From day one, my financial advisor Li Yan, has always been there to help with my financial and insurance matters. Li Yan is my preferred choice of financial advisor as she genuinely cares for my financial needs.

She has helped me create a comprehensive portfolio which has me well covered, and also saved a ton of money by refinancing my plans that I didn’t know were overlapping.

I’m also impressed with her professionalism, and how she goes the extra mile to ensure that everything is in my best interest. She even recommended products that she doesn’t sell to suit my needs.

Her excellent services extend beyond post-sales. When I needed her help for claims, it was totally hassle free as the only thing I had to do was to send her pictures of the receipts. Thanks Li Yan for your commitment towards excellence, really appreciate your services!


I have met a number of financial advisors, but none was as sincere, genuine and dedicated as Li Yan. She’s someone who has your best interests at heart, taking the time and effort to listen to your needs before recommending something that truly suits them. She puts in the energy and effort to form close relationships with her clients and turns them into lifelong friendships. To her, it’s not just about selling insurance but about being a trustworthy companion and support, for life.


Liyan is a dedicated agent and constantly shows that she is well-versed with her work. As a fresh grad, I needed a policy that could provide enough coverage and that was well within my spending capacity. Liyan took my concerns into consideration and put together a plan I was satisfied with. She is always available whenever I have any queries. Having someone whom I can trust to handle my policy is of utmost importance to me, and she have timelessly proven that she is capable of doing so.


Liyan is a financial advisor who is very well-versed with content knowledge of the different policies offered by the different companies in Singapore. Despite being younger than me, she is never afraid to offer me what she feels is best for me. She constantly keeps me updated with the latest changes and provides relevant advice accordingly, whenever I ask her about matters related to her expertise.

Many of her clients, including myself, have now become close friends of Liyan’s over the years. Trust her with your policies and I’m sure you’ll never look back!

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