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"Be Empowered and Transform Your Life."

– Kathleen Yow

Certifications

IBF Advanced Level 3 (IBFA)
Associate Estate Planning Practitioner (AEPP®)​
Chartered Financial Consultant (ChFC®/S)​
High Net Worth Certification (IFPAS)

Hello, I'm Kathleen Yow

Senior Financial Consultant

MAS Representative No. YWL200193158

Whatsapp

"Be Empowered and Transform Your Life."

– Kathleen Yow

Kathleen has amassed over 15 years of experience in the financial industry since 2006.

Her passion for planning and strategising diverse portfolios of assets to meet clients’ needs has not only earned their trust and confidence but also led to numerous referrals. She is dedicated to strengthening her clients’ financial positions, helping them build a more secure and promising future.

Over the years, Kathleen’s clientele has grown exponentially. She now serves more than a hundred business owners as well as their businesses, providing strategic business continuity and risk management solutions to help preserve their wealth and establish lasting legacies.

She specialises in Holistic Financial Planning, fostering strong relationships with individuals and corporations alike. Working alongside one of the top teams in Singapore, and partnering with reputable organisations, Kathleen connects her clients to a wide range of tailored services and products to meet their specific needs.

As a mother of three young children, Kathleen enjoys spending quality time with her family and catching up with friends over a meal. These moments help her maintain a healthy work-life balance despite her busy schedule.

Have a coffee with Kathleen and discover strategies to empower and transform your life. 🙂

Certifications

IBF Advanced Level 3 (IBFA)
Associate Estate Planning Practitioner (AEPP®)​
Chartered Financial Consultant (ChFC®/S)​
High Net Worth Certification (IFPAS)

Testimonials

Kathleen has been a long-time friend, a reliable and trustworthy financial consultant. She is friendly, honest and definitely a committed and approachable professional! Ever since she started looking after my company’s insurance/ personal medical and financial portfolio; I did not have to worry much. She always listen and do her best to understand my needs and wants. As we grow in age, our priorities changes too. I feel that it is important to have someone you trust to manage this aspect, and I am glad to say that Kathleen is definitely the right consultant to go to. Keep up the passion and continue to do what you do best Kathleen!!
Kenny Choy
Kenny ChoyDirector
I have known Kathleen for close to 15 years. She as a friend has always been approachable, warm and always ready to lend a helping hand. Ever since I have entrusted her with my company’s and personal insurance, she has been proactive and faithful. Over the years, I have seen her grown and acquired professional knowledge in her field of work. She is dedicated to helping her clients. I, for one, benefited from her professionalism and enthusiasm about her work. I found her always willing to go the extra mile to clarify doubts and offer advice. The information she shared is relevant and practical. It is a relief to know in times of crisis, I can turn to Kathleen who is trustworthy and professional to help settle urgent matters.
Abdulrehim Ersoyleyen
Abdulrehim ErsoyleyenDirector
Kathleen came highly recommended to us by a close friend. We chose to work with her for our company’s insurance and my personal insurance because she always gave us advice that was good for us. She puts our interest first and this is a rare trait in today’s context. What made Kathleen different is that she is not pushy at all. She soon became a friend to me and a few of my employees. As time passes, Kathleen put in great effort to get to know us and our families. She remembers what we told her and always acts in our best interest. It is a joy to do business with her. We have greatly benefitted from her work because she has helped us to identify the most suitable financial solutions for our needs and this is really important to us. Seek her advice without any doubts and you will also gain a friend!
Isaac Ng Yew Ngee
Isaac Ng Yew NgeeDirector
Kathleen has been extremely helpful. I have rarely taken the time to keep track of my finances or look into my insurance policies in details, but Kathleen took the time to point out and explain the most important areas to me, which really saved me a lot of time! She even went the extra mile helped me to reorganize all my documents into a folder! That was really much appreciated as I have never really taken the time to do that. Kathleen is friendly and patient. She takes the initiative to provide suggestions that best suited me. When I asked her to take over in handling my car insurance, she even told me not to, because my current arrangements with the car dealer is cheaper. Her professionalism and heart for her customers are top-notch, and I feel very comfortable and at ease knowing that she’s the one providing me with financial advice. I would definitely recommend her!
Domina Ng
Domina NgEducator

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