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

Great Eastern Financial Advisers Private Limited

Financial Services Manager

BNI Titans

Founding President

GREAT EASTERN

A certified public accountant (CPA) clocking over 10 years of working experience both with corporate companies as well as with a multiple-award-winning startup, Vincent now embarked on a journey of being a risk and financial specialist. 

Having managed these companies’ finances for the bulk of these 10 years, he now play a bigger game in life, that is, to plan for individuals’ finances. To do so, joining an insurance company is a natural choice.

A beneficiary of insurance himself, Vincent realizes the importance of having one’s risk passed over to an insurance company. As such, he has a strong urge to help individuals realize the risk and financial aspects of their life.

He also sees that many people spend huge amount of energy managing their career but RARELY spend enough time managing their own lives. As an accountant, he thinks that individuals should learn to see their finances as a balance sheet with both assets and liabilities. By doing so, one can then optimize the balance sheet for more assets to last a lifetime and beyond.

To hear more of his story or to tap on his knowledge, catch Vincent over a cup of coffee or meal. He simply loves making new friends, listens to their needs and most importantly, addresses these needs by sharing his humble insights. Nothing to lose!

Senior Financial Consultant

Risk and Financial Specialist

ViSenze - AI for Visual Commerce

Senior Finance Manager

ViSenze was founded by computer vision scientists and tech entrepreneurs with the sole objective of simplifying the visual web. Through cutting-edge R&D based on real world problems, ViSenze develops simple visual search & recognition tools to help businesses - in eCommerce, mCommerce, online display advertising, software development & database management - address challenges of exploding visual content on different digital platforms. ViSenze originates from NExT, a leading research centre jointly established between National University of Singapore (NUS) and Tsinghua University of China. ViSenze is invested by Rakuten Ventures, Walden International and UOB Venture Management.

Currently leading Finance, HR and Business Ops Functions. Forming part of the core Business team in a young accelerated start up, my role is crucial in supporting the Management through taking charge of various sections.

Finance
-	Lead and spearhead the establishment of a functional Finance section by implementing internal control measures and an advisor to the Management in accounting issues.
-	Lead the budget process and managing the expectation of Key Stakeholders
-	Prepare monthly financial reports and schedules, including overall analysis of monthly result to Key Stakeholders.
-	Coordinating on Corporate Secretarial and Tax matters.
-       Overseeing all Grant Application process.

Human Resource
-	Taking full charge of all Human Resource related matters including setting of HR Policies.
-	Successfully implemented various Talent Retention initiatives.
-	Managing all company-wide functions and activities.

Business Operations
-	Involved in all aspects of company operations such as Pricing, Software-as-a-Service platform implementation.
-	Proof reading legal document like Letter of Intent, Services Agreement and Contract.
-	Managed the filing of 2 technology patents.
-	Incorporated a subsidiary in the US and setting up operational functions (i.e. bank account, staff payroll) there.

Finance and Operations Manager

NTUC Income

Forming part of the Business Finance team, supporting the key management through providing timely and accurate financial information and analysis. High interaction with various business units to understand the variances on the financials and providing professional advices and support in their decision making process.

Main Responsibilities
• Prepare and develop various monthly financial reports and schedules, including deliverables to senior management. 
• Analyze the monthly financial results, checking the integrity of the information, ensure correct classification and investigating variances against budget and forecast.
• Consolidate the quarterly forecast and annual budget financials, and understand the variances through discussion with various business units.
• Full participation in budget and forecasting process and managing the expectation of 20 over departments financial figures.
• Perform ad-hoc analysis to support business decision making and special projects.
• A proficient user for the SAP CO module. 
• Involve in monthly meeting with business unit and departmental head.
• Specialization in Group & Health business.
• Lead the discussion with business units relating to departmental expense.

Business Finance Analyst

Alpha Investments Partner

Accountant

Key Responsibilities:

Being an Accountant in Alpha Investment Partners Limited, the investment arm of KeppelLand Corporation, I am given the opportunity to handle the accounts of various assets from commercial properties to hotel industries in various countries such as Korea and Japan. These assets are mainly investments from fund injected to the company by investors to generate higher rate of return in investment. My job entails the preparation of a full set of account for assets directly held under me, including the preparation of consolidation of accounts and preparation of budgets. Part of my job scope also includes an element of auditing the reasonableness of accounting records reported to us from oversea, the reviewing of assets under the care of senior/account executives and the liaising with external auditors.

Accountant

BDO LLP

BDO LLP ( From September 2008 – May 2011)

Audit Senior

Key Responsibilities:

Being an Audit Senior in BDO LLP, an internationally recognised CPA firm and the world fifth largest accounting and consulting network, I am given the opportunity to handle audit of Listed Companies, Multinational Corporations (“MNCs”) and Small and Medium Enterprises (“SMEs”) in different industries. This includes, but not limited to, services, construction, trading and manufacturing organizations. My job entails all aspects of auditing, including, audit planning, identifying and testing of internal controls, substantive testing and finalization of the audit engagement.

Focus of job:

- Audit Senior -in-charge of audit cases assigned. Supervises subordinates, performs review of audit working papers and audit field work.
- Planning of the audit engagement and allocating sections in the team
- Leading and managing a team of staff for the audit of Listed Companies and MNCs
- Guiding junior staffs throughout the auditing process of the engagement case
- Doing staff appraisal of the team member in the audit engagement
- Performing test of control, test of details and other audit procedures
- Review of financial statement and work of junior audit staffs
- Finalising the audit
- Reports directly to Audit Manager and Partner

Audit Senior

Singapore Armed Force

Singapore Armed Force (2003-2005)

Awards and Honours

1.) Republic of Singapore Air Force Best Field Defence Specialist 2004, awarded by the Chief of Air Force, highest accolade in the entire Air Force.
2.) Logistic Formation Best Field Defence Specialist.
3.) Unit Best Serviceman
4.) Depot Best Serviceman.
5.) Unit PRIDE (PRoductivity and Innovation in Daily Effort) award for Most Outstanding Individual Suggestor.

Infantry Section Leader

Ex CFO | MDRT | IDA | HNW Advisor | FCCA | CA Singapore I’ve walked the career switch path myself. Now I help others find freedom, purpose & clarity on their own terms. My Motto: Start something that starts with YOU

Back in 2018, I made a decision that changed the course of my life. I gave up a CFO role to step into something unfamiliar: a career in financial services.

I didn’t have all the answers then. I just knew one thing, I wanted more control over my time, more purpose in my work, and more meaning in the way I helped others.

The corporate world taught me a lot. But it also made me realise how many professionals who work hard, manage million-dollar budgets often don’t have the time or clarity to manage their own financial lives.

That insight became my starting point.

Today, I serve professionals like engineers, doctors, and accountants as their trusted adviser, helping them structure their cash flow, plan for retirement, and prepare for their children’s future through a simple, practical 3-Step P&L Financial Guide.

But beyond that, 𝐈 𝐧𝐨𝐰 𝐦𝐞𝐧𝐭𝐨𝐫 𝐩𝐞𝐨𝐩𝐥𝐞 who are standing where I once stood … Mid-career, rethinking their next move, wondering if there’s something better out there.

If that’s you, craving work that’s flexible, purposeful, and truly yours, let’s connect. I’m building a team of sincere, self-driven individuals who want to grow with meaning and make an impact, not just a living.

I believe in honest conversations, practical mentorship, and walking the journey together to achieve a life we can call our own.

💼 𝐒𝐭𝐚𝐫𝐭 𝐬𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐭𝐡𝐚𝐭 𝐬𝐭𝐚𝐫𝐭𝐬 𝐰𝐢𝐭𝐡 𝐲𝐨𝐮
✨ 𝐍𝐞𝐰 𝐜𝐚𝐫𝐞𝐞𝐫. 𝐒𝐚𝐦𝐞 𝐲𝐨𝐮. 𝐌𝐨𝐫𝐞 𝐟𝐫𝐞𝐞𝐝𝐨𝐦

If you’re open to exploring a different kind of career, one where you’re not just chasing a title, but building a life, let’s have a simple chat.

𝐍𝐨 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞. 𝐉𝐮𝐬𝐭 𝐩𝐨𝐬𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬.

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