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

PFPFA

- Co-leading and coaching Prestige Wealth district of 30
- Facilitator of Prestige Wealth MDRT Focus Group 
- Court of the Table 2024
- Quality Club

Director

Professional Investment Advisory Services Pte Ltd

- Elite Class Top Management Award 2022, 2021
- Top 3% Financial Consultant 2022, 2021 in PIAS
- Top 3% Financial Consultant 2022, 2021 in PIAS Infinity Wealth Mgt
- Top 4th Financial Consultant in PIAS (new production 2020)
- Court of the Table - COT® 2024, 2023, 2022, 2021
- Million Dollar Round Table - MDRT® 2020, 2019, 2018

Associate Financial Services Director

- Certified Financial Planner® 
- Court of the Table® 
- Top 5% in PIAS 2020

Financial Services Manager

PromiseLand Independent

Certified Financial Planner®
Million Dollar Round Table®

Associate Director

- Certified Financial Planner® 
- Million Dollar Round Table® 
- High Performance Club 2017
- Top 7% in PIAS 2017
- Top 15% in PIAS 2016

Citi

Citigold Relationship Manager

- Overall Top performer Q1 2014 before changing role. 
- Overall Top performer in year of 2013.
- Champions forum 2013 – top 1% of Asia Pacific sales force.
- 1st position in “Tactical Sales Challenge” from Nov 2012 to Jan 2013. 
- Prestige award in sales and professionalism
- Top 3rd performer and Top Rookie 2012. 
- One of top performers since inception in Feb 2012, and consistently outperformed sales targets. 
- Assigned to Citigold Private Client branches at Paragon and Capital Square in 5th month due to excellent performance. 
- Received written compliments from customers. 

Acquired new-to-bank mortgage loans for new purchase, refinancing, reverse mortgage for investment purposes through internal and external referrals. 
Provided customers a seamless process from loan application to liaison with conveyancing lawyers.

Senior Mortgage Specialist

Singapore Airlines

Flight Attendant

DBS Bank

Relationship Manager

𝐅𝐢𝐧𝐝 𝐏𝐮𝐫𝐩𝐨𝐬𝐞. 𝐁𝐮𝐢𝐥𝐝 𝐓𝐫𝐮𝐬𝐭. 𝐀𝐜𝐡𝐢𝐞𝐯𝐞 𝐘𝐨𝐮𝐫 𝐁𝐫𝐞𝐚𝐤𝐭𝐡𝐫𝐨𝐮𝐠𝐡.

Stepping away from the comfort of a steady paycheck is no small feat, but it’s the first step toward a more fulfilling, purpose-driven career in holistic financial advisory.

I understand the fears that might be holding you back:

	•	Leaving behind financial security
	•	Starting from scratch
	•	Facing rejection without a safety net

I’ve been in your shoes. After four years in banking, I took that leap of faith, and it transformed my life. Now, I’m here to support professionals like you who are ready to:

	•	Build a business fueled by trust and driven by referrals—no more cold leads
	•	Deepen your expertise in estate planning
	•	Achieve industry recognitions like MDRT, COT with proven frameworks
	•	Take charge of your career and create a future you’re passionate about

You don’t have to do this alone. If you’re ready to embrace change, let’s connect. Together, we can turn your ambitions into achievements. :) 



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The Battle

Kieran Yeo

Jacqueline C.

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