Sign up for our Newsletter

Soo Yee

From Financial Worries to Confidence – A Roadmap Tailored for You

Book Your Free Financial Planning Discovery Session Today

[Services]

I am here to make a positive difference in your life through holistic financial planning. Imagine financial planning like seeing a financial doctor who will diagnose your existing financial position, then analyse and recommend tailored made solution to bridge financial planning gap (if any), and improve your financial conditions.

Tailored Made Solutions:

  1. Financial Planning Consultation
  2. Comprehensive Financial Plan
  3. Investment Planning
  4. Retirement Planning
  5. Education Planning
  6. House Loan Cancellation
  7. Family Income Protection
  8. Personal Wealth Protection
  9. Company Employee Benefit
  10. Business Continuity Planning

 

Soo Yee

Licensed Financial Planner, CFP®
BSc. (Hons)(Purdue)
Wealth Vantage Advisory
☎️ 011-11161805

Ready to Take the First Step?

In a discovery session, we’ll have a friendly, no-obligation chat about your current situation, your goals, and how personalized financial planning can help you move forward with confidence.

Yes, I Want My Free Discovery Session