
"Live Life On Your Own Terms With Financial Clarity."
– Yoon Wai Yan
Hello, I'm Wai Yan
Senior Financial Consultant
MAS Representative No. YWY300635066
"Live Life On Your Own Terms With Financial Clarity."
– Yoon Wai Yan
As an engineer turned financial consultant, Wai Yan brings a unique perspective in her advisory, by blending technical expertise with a deep market interest. With years of experience in designing innovative solutions for complex problems, she focuses on practicality, efficiency, and impact. Her approach, firmly grounded in facts and clear reasoning, ensures that each strategy is crafted to address client’s unique life milestones, empowering them to make informed financial decisions with clarity.
In the dynamic global financial landscape, Wai Yan guide individuals and businesses to navigate change and seize opportunities. By leveraging a wide array of solutions from leading insurers and institutions to tailored financial advice that prioritizes her clients’ best interests. She emphasises effective risk management over merely chasing returns, ensuring long-term, sustainable financial stability.
Beyond her role as a financial consultant, Wai Yan is also a Certified Will Planner with a focus on advanced care planning. She expertly manages estate planning and distributions, ensuring they are handled with precision, minimising conflicts, and facilitating smooth transitions for clients and their loved ones.
Driven to make a difference, Wai Yan believes that individuals can live the life they truly deserve by taking control of their financial futures and overcoming generational financial challenges.
Achievements

Million Dollar Round Table
2024
Testimonials
I met Waiyan two years ago. She is known to be a dependable, friendly, approachable, and helpful person. My planning experience has been nothing but quality, I like how she focuses on knowledge sharing and is not pushy. I appreciate that Waiyan isn't in for the close and really emphasizes on advisory. She is genuine in helping her clients manage their finances effectively. 🙌🏼
I definitely recommend hitting her up if you are looking for a financial consultant. ✨

Wai Yan is very thorough in her research and goes above and beyond to ensure that the policies that she recommends her clients are best tailored to their needs. The financial planning reports that she prepares are very comprehensive as she provides detailed comparison of various policies for her clients’ evaluation.
She is also sincere in her recommendations and I felt that she genuinely wants to educate and help her clients manage their finances properly.
I definitely recommend hitting her up if you are looking for a financial consultant.

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