Kind Words

Yong Sheng is truly the only wealth manager that has ever made me felt comfortable. He never pressures me into any plan, checks in with me regularly and only recommends what is necessary. It’s easy to think of him as a friend more than a wealth manager because he genuinely cares about you as a person and does not just see you as “another client”. His service is personalised and dedicated and you can trust that he will always look out for you, do right by you and look out for you.

If you want someone who will go the extra mile, Yong Sheng is your guy!

- Vannessa, Copywriter

I had the pleasure of working with Yong Sheng on my financial planning, and the experience was truly exceptional. What set him apart was his commitment to a zero-pressure approach—there was absolutely no hard selling involved. For someone who had no clue on financial planning, he had patiently guided me through the complexities of financial decision-making, taking the time to understand my personal goals. Yong Sheng demonstrated a deep knowledge of the financial landscape and offered insightful advice tailored to my needs. I highly recommend him to anyone seeking a dedicated and patient wealth manager who puts your interests first. 

- Ashlynn, Recruiter

Yongsheng is the most genuine wealth manager I have met in all my encounters. He is extremely patient and takes the time to listen to my story and needs. I have met with a number of hawkish planners and would be wary and cautious of any approaching them. However, with Yongsheng, I was neither overwhelmed nor bombarded with any overbearingness. 

I am very lucky to have known Yongsheng, who was kind enough to take the time to help me pinpoint loopholes in my previous plans without any expectations or even vested interests especially in our first encounter. Through our conversations, I got to better understand the terms and considerations involved when making plans and learnt more about the various routes that one can take in our path to secure our financial needs. Only after learning of my needs and what I am looking for, in addition to my agreement to meet for a subsequent session to discuss on how I may proceed, that Yongsheng would further outline and write in detail his recommendations. 

Yongsheng’s approach was very sincere since he was very respectful of my boundaries. In addition, his knowledge and professionalism spurs me to confidently place my trust in him. There are times where certain expressions may be difficult to grasp but Yongsheng has a way to simplify the information without taking away the actual meaning. This leaves no room for vagueness, making the conversations and process a very transparent one. I believe with this, Yongsheng has shown himself to be an accountable wealth manager. 

All in all, Yongsheng’s consistent efforts to understand each individual so as to create a safe space for us, makes him a very exceptional one which I would trust for a long time to come. 

- Casey, Analyst

The overall experience and conversations I had with Yong Sheng were pleasant. His replies and assistance given to process the policies were prompt, which was really helpful as he helped me to settle all the required actions before I travel overseas. 

Yong Sheng's patience and friendliness, creates a safe space for me to voice out my concerns. After he listened attentively, he took my preferences and concerns into consideration, then he tried his best to provide different solutions so that the plans/policies can suit my needs better.

Whenever I was unsure, Yong Sheng slowed down and made further elaborations in layman's terms. Besides, he helped me to comprehend the plans better by providing me with the information and overview that I needed. With his differentiated explanations, my concerns and queries were addressed well and I really appreciate it! :)

- Gui Feng, Teacher

As someone who has zero clue about financial plans and insurance policies, Yong Sheng has been an extremely great help. He was able to break down complicated information easily and he patiently explained them until I understood what I needed. There was zero hard-sell and his recommendations were genuine, suited for my personal goals.

- Eugenia, Account Manager

I knew zilch about financial planning, and was intimidated by the laborious research required. For me, meeting Yong Sheng has been a great decision, he took time to explain his ideas, his research, his analysis to give me a headstart in my plannings. Furthermore, he goes above and beyond to answer my queries swiftly and meticulously, I have no doubt that he is the epitome of responsibility. I am especially satisfied with Yong Sheng as my wealth manager, and I definitely would recommend his professional guidance to anyone.

- Yu Xuan, Retail Manager

I had the pleasure of engaging Yong Sheng as my wealth manager when I decided to purchase a small insurance plan. Despite the modest commission involved, Yong Sheng went above and beyond by meeting me at my ulu office. Throughout the process, he displayed a deep understanding of our financial situation and, notably, refrained from any upselling tactics. His commitment to genuine client care made the entire experience positive and reassuring. I highly appreciate his professionalism and recommend Yong Sheng for anyone seeking a trustworthy wealth manager

- Joyce Lian, Founder & Creative Director of Scent Journer

Yong Sheng is passionate about what he does, very professional (not pushy!). He has the best interest for his clients and only recommends plans/ policies he truly believe in. He is very patient and took time to explain complicated plans to me in layman terms - anyone can be knowledgeable but not everyone can teach! 10/10 would recommend :) 

- Jie Qi, Insights Manager 

I had an excellent experience with Yong Sheng as my financial advisor. His expertise and personalized approach helped me navigate complex financial decisions with confidence. Yong Sheng’s dedication to understanding my goals and explaining intricate concepts made the entire process seamless. I highly recommend him for anyone seeking reliable and insightful financial guidance.

- Evelyn, Graphic Designer

Working with Yong Sheng has been a smooth experience. His expertise, attention to detail, and personalised service have provided me with the peace of mind I needed with his Personal Accident Plan for my active lifestyle. 

Though I hope I never have to make a claim, I highly recommend his services for anyone seeking reliable and comprehensive insurance solutions.

- Qian, 25

As a friend of Yong Sheng, I’ve had the opportunity to see his work as a wealth manager firsthand. He is not only incredibly knowledgeable but also genuinely friendly and approachable.

Whenever we’ve talked about financial planning, he has a unique way of breaking down complex topics into simple, understandable terms. His warm demeanor makes it easy to discuss personal and sometimes challenging financial matters. His expertise and attention to detail gave me confidence that my financial future was in capable hands.

I’ve seen how dedicated he is to his clients. He truly cares about helping others secure their financial futures. I can confidently say that anyone who works with Yong Sheng will not only receive expert advice but also a supportive friend in their corner.

If you’re looking for someone who combines professionalism with a friendly touch, I highly recommend Yong Sheng

- YuTing

I purchased a wealth plan from Yong Sheng and satisfied is an understatement. 

His wealth of knowledge and level of financial planning really puts all my doubts at ease. More importantly, he makes it a point to go through updates on my plan and is quick to respond to any queries that I have.  

10/10 would recommend 👍👍👍

- Benjamin Lim, Copywriter

I had the pleasure of speaking with Yong Sheng on my financial planning and I have to admit, the knowledge gained from our discussions helped me understand how to navigate through financial difficulties during turbulent times. Straightforward and honest, he is pretty much what his motto preaches, a zero-pressure approach. This allowed me to ask more insightful questions which is tailored to my financial needs. Truly someone I could rely on for my future financial planning needs.

- Jay, Info Sec Spec

Yong Sheng takes the time to understand my financial means and my life goals before recommending what kind of plans I should consider. He takes the extra time to explain different portfolios over and over again till I understood what I was getting. He is an incredible listener and helps me put things in to perspective while prioritising what was important to me. His passion and knowledge to this field is immensely valuable when he explains things in detail to me.

- Eunice, Operations Manager