Friend first, advisor second.
Many of my best clients are also my trusted friends.
“You have never been old and sick. How do you know?”
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But I do know. Years ago, I was involved in a terrible accident which left me handicapped and helpless. On top of the emotional struggles, I had to deal with the financial burden of the medical bills. The burden spilled beyond just myself, involving my family members as well. I was lucky that with the support around me, I managed to pull through—but the same cannot be said for others who are not so fortunate.
The accident has thought me the important of planning for the unexpected. For many, financial planning is a daunting and tedious challenge, therefore I committed myself to make the process simple, interesting and easy to understand.
My passion eventually led me to graduate with Honours in Banking and Finance from the University of London. I have also acquired all licensing examinations (M5, M8, M8A, M9, M9A and HI).
I have spent years understanding finances; in the 4 years since starting my professional career as a independent financial practitioner, I have served many clients who are impressed with my level of service and quality of advice. With my help, you will be able to achieve clarity in your financial goals
“"Having been the financial advisor of my husband and I for the last four years, Yew Chai has always been reliable and resourcefull. He has gone many extra miles and is very personal. He is detailed and thorough in helping us plan for our retirement making sure all areas are covered. He is one person we always turn to when we need help and advice."”
“"Isaac is one of the few advisors i have met that impresses me with his passion for financial planning. He has helped me to improve my financial planning and gave me valuable advices. Once again, thank you for your time and effort"”
“Isaac provides very professional advice in the area of family financial planning. He is reliable, trustworthy and practical in his approach of investment. Isaac also renders timely regular updates of our financial plans.”
“"Isaac is one of the few advisors I have met that treats you like a friend rather than a client. His passion, patience and sincerity has changed my perception on financial planning."”
RETIRE WITH A PEACE OF MIND.
New to Financial Planning? Let me help.
Many of us know how to make money, but few know how to use their money to work harder for themselves. Apart from investments, you can also use your hard-earned money to enhance and protect the lives of your loved ones.
Fortune favours the early planner. It is never too early to plan, and you need the right help you can get to navigate across the financial landscape.
Questions to Help You Get Started
What if you live too long?
What if you live too short?
What if you become disabled or critically ill?
What if you become mentally impaired?
Have you ever taken a minute to think about the questions above?
Your life is entwined with your love ones. Why not take time from your busy schedule to plan ahead for them?
Starting early helps you and your family communicate your collective goals and plan the steps needed to reach them.
Last minute planning is rarely effective and often risky. Imagine if your child needs $100,000 to pursue an overseas education next year, how would the sudden news make you feel. Would you be able to finance your child’s dreams?
Plans consist of financial instruments to help you achieve your goals; as such it depends on your preferences and situation.
Some guidelines include:
Do you prefer high risk with high returns or are you conservative?
How does this plan fit into your overarching plans?
What are your reasons for purchasing such a plan?
Many parents underestimate how an early start in life can help propel their children ahead of the rest. Planning early for their tertiary education, business start-up capital and marriage fund gives yourself and them a peace of mind to pursue greater things in life.
It is highly recommended for children to cultivate good financial management skills. Handling finances maturely and understanding the value of money and savings are lessons that they will carry with them for the rest of their life.
The last thing you want is a suprise
Financial planning is not simple, but it can be systematic. Using my four pillars of finances, I can map out your financial possibilities and plan for the unexpected.
An easy, guided, no-obligation process
I take care of all the heavy lifting so you don’t have to. With your feedback and my experience, we can process, plan and make recommendations to help you achieve the financial freedom you always wanted.
Every financial situation taken care of
Services I Provide
Financial advisory fees may be waived when client proceed to implement and work on the long term relationship.
COMPREHENSIVE FINANCIAL PLANNING PACKAGE A
(At Least 3 Needs)
First Time Consultation
(For Example, Protection Planning, Retirement Planning, etc.)
SPECIFIC FINANCIAL PLANNING PACKAGE B
(At Least 1 Need)
First Time Consultation
(For example, Retirement Planning)