Hi, I am Siew Yee. As an Associate Registered Financial Planner, I partner with individual, family and business client to help them designate their ideal, balanced lifestyle through tailored financial planning.
After graduating from University of Malaya with a Bachelor Degree in Biology, I began helping to manage my family business and ventured into financial services in 2016. Throughout my career, I have qualified for numerous accreditations and awards such as Top Unit Manager. In order to be approved by the relevant authorities and be licensed, I have completed the professional certification program and was awarded Life Planning Advisor and Associate Registered Financial Planner qualification. I realize that future is always unpredictable, and thus there is a need to plan wisely to help mitigate unexpected risks through proper wealth protection, accumulation, acceleration and distribution strategies. I believe spending time to educate my clients is vital to the planning process so they are empowered to make smart money decisions early and frequently.