"Above and Beyond, Making a Difference for Others.”

– Ryan Yeo

Certifications

Associate Estate Planning Practitioner (AEPP®)

Chartered Financial Consultant (ChFC®/S)

Chartered Life Underwriter (CLU®)

Hello, I'm Ryan Yeo

Director, Advisory

MAS Representative No. YEH100049974

"Above and Beyond, Making a Difference for Others.”

– Ryan Yeo

Ryan Yeo has been delivering exceptional expertise and unwavering dedication to his clients globally since 2007 as a financial consultant at finexis advisory. With a diverse client base that spans over 20 countries, Ryan is known for his versatile approach that effectively caters to professionals and expatriates. He manages an impressive portfolio that exceeds $10 million, helping clients as they navigate Singapore’s vibrant financial scene and beyond.

A fervent advocate for continuous industry progression, Ryan co-founded a fintech startup, underscoring his commitment to pioneering innovations within the financial sector. He also dedicates his time to training and coaching, fostering growth and development of new consultants.

Ryan’s financial planning approach centers around a goal-oriented methodology. This strategy enables clients to make well-informed decisions, optimise their savings, and fortify their financial stability amidst uncertainties. His extensive experience in managing global portfolios has established him as a trusted consultant for senior executives and C-level clients at multinational corporations.

Driven by the success of his clients, Ryan views his role as more than a financial consultant — he is a confidant and integral part of his clients’ financial journeys. His mantra, “Above and Beyond, Making a Difference for Others,” encapsulates his commitment to achieving financial freedom for his clients and safeguarding their futures.

Certifications

Associate Estate Planning Practitioner (AEPP®)

Chartered Financial Consultant (ChFC®/S)

Chartered Life Underwriter (CLU®)

Achievements

Top of the Table
2024

Court of the Table
2023

Court of the Table
2022

Court of the Table
2021

Million Dollar Round Table 2020

Million Dollar Round Table 2019

Million Dollar Round Table & Life Member 2018

Million Dollar Round Table 2017

Court of the Table
2016

Million Dollar Round Table 2012

Million Dollar Round Table 2011

Million Dollar Round Table 2010

Million Dollar Round Table 2009

Testimonials

Ryan is one of the most detailed professional I have ever encountered. I heard from other colleagues about his fine work and didn't take me long to realise his great advise and customised proposals. Highly recommended for individuals to plan their financial future strategies and investments. Ryan look after his client like no other.

Ryan was recommended to me by a trusted colleague who had made several investments with him while based in Singapore. As a former financial consultant myself, I had veered away from those in my field, thinking I had made enough placements of my own to cover my needs. After an initial meeting with him, I felt at ease knowing his style of conversation (not selling) was a match to mine. I am very fact-based when I make my decisions, and I was so comfortable talking to Ryan because he was so knowledgeable AND prepared. He was able to situate my current state and visually provide me scenarios of a multiple mix of options for my target requirements. It was a nerd’s dream come true. After my third meeting with him, and several scenario builds later, I had placed my first investment with Ryan into my retirement. Hopefully the first of several, to ensure a secure and fruitful future.

Ryan is a good listener and patiently seeks to understand my financial and life goals. He values relationships and I could trust him to give good advice and share the finer details with him. He does not sell solutions without knowing the problems or issues. He is very experienced and can give you a few glimpses of how your retirement life might be, given the various large financial decisions you are going to make in your lifetime, along with sensible recommendations to reach your goals.

Ryan is a highly trusted financial adviser. We’ve been working with him since 2015. He is proactive in flagging events that will impact our portfolio. He shares data, as well as his expert views, to enable us to make decisions in line with our risk appetite. And he truly cares about our overall well-being, ensuring that the benefits that are due to us are followed up and made available in a timely manner.

Get in touch with me

Let’s have a conversation about your future, life aspirations, and financial well-being.

"Above and Beyond, Making a Difference for Others.”

Certifications

Associate Estate Planning Practitioner (AEPP®)

Chartered Financial Consultant (ChFC®/S)

Chartered Life Underwriter (CLU®)

Hello, I'm Ryan Yeo

Director, Advisory

MAS Representative No. YEH100049974

"Above and Beyond, Making a Difference for Others.”

Certifications

Associate Estate Planning Practitioner (AEPP®)

Chartered Financial Consultant (ChFC®/S)

Chartered Life Underwriter (CLU®)

Achievements

Testimonials

Featured videos

Get in touch with me