Achieving Financial Independence - Retire Early 

Allowing to u have clarity and certainty in your financial future

Helping you to achieve financial freedom 

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Estate planning 

Working With Senior Leaders in Corporate to Building On Existing Retirement Planning And 𝐑𝐞𝐭𝐢𝐫𝐞 𝐈𝐧 𝐭𝐡𝐞𝐢𝐫 50𝐬 |𝐖𝐡𝐢𝐥𝐞 𝐀𝐭𝐭𝐚𝐢𝐧𝐢𝐧𝐠 𝐖𝐨𝐫𝐤-𝐋𝐢𝐟𝐞-𝐁𝐚𝐥𝐚𝐧𝐜𝐞★ Retirement Planning ★Investment

➡️ 𝑾𝑯𝑶 𝑰 𝑨𝑺𝑺𝑰𝑺𝑻:
I work with working professionals and business owners who are looking to speed up their retirement so that they can achieve financial independence in their 50s without sacrificing their current lifestyle. 

My expertise in finances allows these professionals to focus on what they do best while still making sure that their money is working harder than them.

➡️ 𝑴𝒀 𝑬𝑿𝑷𝑬𝑹𝑻𝑰𝑺𝑬:
I have empowered professionals and business owners to take charge of their finances. With the R.O.I framework that I have been using to manage my clients' portfolio.

I am able to help my clients gain clarity and certainty for their retirement regardless of whether the market is at the all-time-high, or at the all-time-low through a systemic approach. 

➡️ 𝑾𝑯𝑨𝑻 𝑶𝑻𝑯𝑬𝑹𝑺 𝑨𝑹𝑬 𝑺𝑨𝒀𝑰𝑵𝑮: "… I have learned the right type of plans I need, the importance of the right amount of coverage and amount of money to allocate for it. Overall I have gained more clarity on what I need. Kieran’s explanation is a lot more educational and clearer as he taught me how to allocate my cashflow and the figures he used are also catering to me, making the whole session much more relatable and easy to understand. He wasn’t pushy in making the sales compare to the agents and bankers I have met before. 
I will highly recommend his service to any looking for financial planning” – Mdm Lee, lecturer in local educational institution 

Email: talk.to@kieranyeo.com | kieranyeo.com

||Keywords||
Retirement planning Singapore, Estate planning, business succession planning, legacy planning, life insurance, investment. Personal Finance. How much we need to retire in Singapore. Boxing Financial consultant

Kieran Yeo

Professional Investment Advisory Services Pte Ltd

Our Partnering Product Providers

Referral Partners:

DBS Bank Ltd (DBS)
Fortiswills Pte Ltd (wills & trust services referral)
HSBC Bank (Singapore) Limited
Malayan Banking Berhad (Maybank)
Oversea-Chinese Banking Corporation Limited (OCBC)
Precepts Legacy Pte Ltd (will writing & custody services referral)
Precepts Trustee Ltd (trust services referral)
RHB Bank Berhad (RHB)
SimplyWills Pte Ltd (wills referrals)
Standard Chartered Bank (Singapore) Limited
United Overseas Bank Limited (UOB)
UOB Kay Hian Pte Ltd (stocks referral)

Collective Investment Schemes (CIS) Platforms:

iFAST Financial Pte Ltd
GROW with Singlife

General Insurance:

Singapore Life Ltd
AIG Asia Pacific Insurance Pte. Ltd.
Allianz Global Corporate & Specialty SE Singapore Branch
Allianz Insurance Singapore Pte Ltd
Allied World Assurance Company, Ltd, Singapore Branch
Beazley Pte Limited
Berkley Insurance Company (Singapore Branch)
China Taiping Insurance (Singapore) Pte Ltd
Chubb Insurance Singapore Limited
Cigna Europe Insurance Company S.A-N.V (Singapore Branch)
DirectAsia Insurance (Singapore) Pte. Ltd.
EQ Insurance Company Ltd.
Etiqa Insurance Pte. Ltd.
HSBC Life (Singapore) Pte. Ltd.
Income Insurance Ltd.
Liberty Insurance Pte Ltd
Liberty Specialty Markets Singapore Pte. Ltd.
Lonpac Insurance Bhd (Singapore Branch)
MSIG Insurance (Singapore) Pte Ltd
QBE Insurance (Singapore) Pte. Ltd.
Sompo Insurance Singapore Pte. Ltd.
Tokio Marine Insurance Singapore Limited
XL Insurance Company SE Singapore Branch

Life Insurance:

China Life Insurance (Singapore) Pte Ltd
China Taiping Insurance (Singapore) Pte Ltd
ETIQA Insurance Pte Ltd
Friends Provident International Ltd, Singapore Branch
Income Insurance Limited
Manulife (Singapore) Pte Ltd 
Raffles Health Insurance Pte Ltd
Singapore Life Ltd
Swiss Life (Singapore) Pte Ltd
Tokio Marine Life Insurance Singapore Ltd
Transamerica Life (Bermuda) Ltd
Utmost International

Financial Services Director

Great Eastern Financial Advisers Private Limited

Senior Manager, Financial Services

Income

Branch Unit Manager (Field Distribution)

NLP & Enneagram | Built a thriving FA practice | Now Helping Others Do the Same | Branch Director at AscenXio.sg [PIAS] | Host of the CPF Subject Webinar

🚀 Are you an aspiring leader who wants to build a lean, profitable FA business you actually enjoy?

This is where we come in.

When your advisors follow our system closely with warm leads support and structured mentorship using NLP and Enneagram techniques : 

↳ they will be able to cross the $150k income mark in their very first year.

All without:
✘ Burning thousands on roadshows
✘ Cold-knocking doors or chasing strangers
✘ Awkwardly pitching friends over coffee

The possibilities are endless when they follow the system we’ve built.

👉 Here’s a sneak peek:  https://lnkd.in/gBzBahKF

⸻

A bit about me:

Over the past decade, I’ve guided our branch’s clients with empathetic, values driven advice.

Here’s what that has translated into:

→ Securing over $200M in life coverage
→ Managing $30M+ SGD of funds across annuities and unit trust.

Some personal milestones:
→ Achieving Top of the Table in just 7 months
→ $400K APE in a month
→ $7M SPI in a single month

I’ve also had the privilege of building and leading 3 high-performing teams at Income, GE, and PIAS

Then in 2021, everything changed.

I found out my dad had cancer.

At the same time, my mum’s heart condition worsened.

So I stepped away. No hesitation.

For two years, I focused fully on my family.

And I’m thankful this career gave me the freedom to do that.

By the end of 2023, they recovered.

And truthfully, so did I.

Mentally. Emotionally. Professionally.

I returned with more clarity and focus.

And rebuilt everything from scratch.

Not just my team and production.

But my purpose too.

Today, I lead a boutique branch at PIAS — one of the largest FA firms in Singapore.

We may not have the flash of mega agencies or branches.

But what sets us apart is really simple:

We focus on what matters.

→ Helping each advisor grow the right way, one step at a time

⸻

What makes our branch different?

✅ Most of our advisors double their production in 12 months since joining us
✅ Almost 70% of our advisors are on track to become MDRT qualifiers this year
✅ We don’t just talk about mentorship, we back it up with real guidance through Joint Field Work.
✅ We provide you with qualified leads and polished tools to support meaningful client conversations.

You’ll also get:

- Weekly real world case studies from MDRT/COT/TOT leaders
- Plug-and-play first class presentation kits, calculators, and tools
- A proven LinkedIn system to build your brand and team
- A cohesive team culture that puts your growth first 

⸻

If something here resonates, let’s chat.

DM me “I want to grow” and we’ll take it from there.

taplio

The Battle

Kieran Yeo

🇸🇬 Eng Lee Ho [CFP® • TOT • COT]

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