Fate brought me to know my financial advisory career, and I took the leap of faith to make a career switch from the banking industry. Throughout the years, I’ve witnessed and learnt so much from the people I’ve known and met from different walks of life, even my family members. And it taught me the importance of proper financial and retirement planning for everyone. And I feel heartening to be able to say that – I’ve never looked back ever since.

Embarking on my 5th year in the financial services industry, I achieved my first Million Dollar Round Table, 2-time International Dragon Award (IDA) – Bronze Dragon Award Winner and a member of AIA Financial Advisers Prestige Titanium Club 2020.

Each policy represents a lifelong promise.

I truly respect each and every single client of mine; because to me, every policy they commit to, represents their love and responsibility to themselves and their love ones. Actions speak louder than words. And as financial consultants, it is our duty to be our best for our clients. Because this is our commitment of service to their trust placed in us.

Always a new friendship built

My biggest goal in my financial advisory career is to have lifelong genuine friendships with all my clients, sharing every milestone and fulfilling our dreams together. When we grow old, we can still hang out, have high tea and laugh about our lives together! And when that happens, it means we are healthy and financially secure. This is something we couldn’t be more thankful for.

To grow and be better together

I always tell myself to make sure I understand all my clients well and have continuous self-improvement so that I can provide the most suitable and sound advice to my clients. After all, my mission is to help my clients plan well and fulfil their dreams to live and retire with peace of mind. When we are invested in what we do, that’s when we can make things happen.

Blessed to bless, empowered to empower. And for that, I am ever grateful.


AIA FA Prestige Club (Gold) 2024

AIA FA Prestige Club (Titanium) 2021 and 2020

Million Dollar Round Table 2023, 2021

International Dragon Award 2020 – 2021 – Bronze Dragon Award (Agent Category)

100 IDA Team Award 2020 – 2021

Associate Estate Planning Practitioner (AEPP®)

Certificate in Financial Needs Analysis and Plan Construction (Cert FPC)

Bachelor of Science (Honours) in Banking and Finance



Yan Chng is one of the most dedicated financial advisors I have met who is truly passionate in what she does. Always keeping her client’s welfare in mind, she is knowledgeable in the different financial planning needs of her clients. Speaking to her is like meeting up with an old friend – light-hearted, personal and engaging! If you’re looking for financial planning advice, Yan Chng is definitely your go-to person! Added bonus she is a foodie too, and she always recommends great food places! 👍🏻👍🏻👍🏻👍🏻


Yan Chng is very polite, professional, friendly and provides excellent service. She has made the progress of dealing with insurance easier and really great working with her on all my insurance needs. I can’t thank her enough for all her hard work and effort. Thank you! 😊


Yan Chng is a very friendly, understanding and patient financial advisor who never fails to answer all my questions be it regarding finance or other aspects of life. She is reliable as she’s always ready to help and just a text away. Thank you for the kind thoughts on occasions like Christmas and also being more like a friend than just strictly a financial advisor!


Yan Chng’s passion and dedication as a financial advisor speaks through her words and actions! She has a big heart for her clients and friends. During meet-ups, she listens patiently and guides me to improve my financial literacy. I’m glad to have reconnected with her 🙂 With her help, I am more committed to financial planning for the long-term to protect myself and my family!


Yan Chng is a very sincere financial advisor who always have her clients’ interest at heart. She is ever ready to go the extra mile for them just to ensure that they are fully insured. A trustworthy and passionate individual, she never fails to give her clients the assurance that they are in good hands. Besides her bubbly and sociable character, she is also a very thoughtful financial advisor who spends additional effort to celebrate successes for her clients and gives them support when the need arises. This made her more like a friend than just a financial advisor to many.


Yan Chng takes care of my entire family’s coverage and even extended family too. She very dedicated and good at her job and always have thought and heart for her customers and their families. Her efforts to make customers feel special and appreciated is definitely hard to come by; we see her as a family friend that will always be here for us.


I feel that Yan Chng has been one of the most sincere & caring FA! She often ensures that I understand what are the plans that I’m taking on and she would take time to explain the plans to me. She would check in on us once in awhile too, thank you for doing that! I don’t know about other FAs but she is surely one of those who would care enough to connect with her clients more than just building our portfolios☺️

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