Making a Difference
to your
Financial Future

My Story

I am Chin Yi

With a keen interest in investments and creating financial independence, I joined the financial services industry to make a positive impact on people’s lives. With my engineering background together with my financial knowledge, many clients have changed their perspective towards managing their finances after meeting me. They are able to maximise their financial resources to achieve a peace of mind knowing that their goals and dreams are well taken care of.

My Services

The first step to good money management is to adopt the right savings habits. Many would prefer spending money on a branded watch rather than saving for rainy days or for their financial goal. Find out from me how you can take the small step towards saving for your financial goals.
Some people buy their insurance policies on an ad-hoc basis, with less emphasis on making sure that their existing policies stay relevant to their current lifestyle and situation. Speak to me for a complete financial audit to remove inefficiencies in your portfolio.
The power of compounding is real and the earlier you start, the better it is. Thinking that the bank is a safe haven to keep your savings in? Think twice. Inflation makes your money lose its value. Find out from me how you can grow your investments while managing the risk through diversification.
Plan out your Financial Future today! Set the right financial goals and most importantly, set the right financial budget to make right financial decisions for your life.

My Achievements

Million Dollar Round Table (MDRT)
2018 and 2020
Chartered Financial Planner (CFP®)
Associate Estate Planning Practitioner (AEPP®)


Simple financial concepts that everyone can adopt to improve their financial situation immediately!
PS: This book serves to provide the tips and strategies on financial planning, but most importantly you need to apply and practice these strategies. Happy reading!

Clients' Testimonials

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