Connect with Advisor
About Advisor
I take great pride in being at the forefront, actively engaging with my clients and friends to meticulously strategize their financial affairs, ensuring their current and future well-being. By providing comprehensive financial planning services, I aim to instill confidence and peace of mind in their financial journey.
Zhi Yuan Views Financial Planning Differently
What Clients' Say
Zhiyuan first reached out to me to talk to my about CPF. When Zhi Yuan cold-called me, I wasn’t sure what to expect, but I’m glad I decided to meet him. He is personable and knowledgeable, and he broke down CPF planning in a way that made sense to me. As someone who is more focused on work, I often neglect long-term planning, but Zhi Yuan helped me see the bigger picture.
What sets him apart is his ability to connect with clients and tailor advice to their unique needs. The session gave me clarity and a roadmap for better utilizing my CPF. I’d recommend him to anyone who wants straightforward, practical advice from a genuine professional
Zhi Yuan explained CPF in a way that was easy to understand, even for someone who isn’t familiar with financial planning. He reached out to me through a cold call, and while I was hesitant at first, his professional yet friendly approach convinced me to give it a try.
What impressed me most was how he customized the session to address my specific concerns and goals. Zhi Yuan is patient and thorough, which makes working with him a great experience. The insights I gained from our session have helped me feel more confident about my financial future. I highly recommend him to anyone looking to better understand CPF.
I was initially sceptical when Zhi Yuan reached out to me through a cold call, but his professionalism and knowledge on CPF immediately stood out. He was clear and concise in explaining how CPF could work for me, and I appreciated how he tailored his advice to my current situation and goals.
Zhi Yuan’s ability to simplify a complex topic like CPF is impressive. He didn’t push products but focused on helping me understand how to plan better for my future. The session was informative and gave me actionable steps to improve my financial standing. I’m glad I took his call
As an accountant, I already had some understanding of CPF, but Zhi Yuan helped me see how I could optimize it further, especially for long-term planning. I first met Zhi Yuan through a seminar on financial planning, and I was impressed by how approachable and knowledgeable he was.
What sets Zhi Yuan apart from others is his ability to personalize advice. He didn’t just give generic suggestions, he considered my goals and current financial situation to provide targeted recommendations. His session was practical and full of insights that I could immediately apply.
If you’re looking for someone who genuinely listens and offers valuable advice, Zhi Yuan is the person to go to. The session gave me confidence in my CPF planning, and I believe anyone who works with him will feel the same way.
I rarely take cold calls, but something about Zhi Yuan’s approach made me want to listen. He was professional, clear, and respectful, which immediately built trust. During our session, he helped me identify gaps in my CPF planning and showed me strategies to maximize my savings for retirement.
What I appreciate most is that Zhi Yuan doesn’t rush you into decisions. He patiently explains everything and makes sure you’re comfortable before taking the next step. His expertise and dedication are why I would recommend him to anyone serious about their financial future.
Zhi Yuan provided a comprehensive overview of CPF planning, which was incredibly helpful for someone like me who tends to focus more on short-term finances. I met Zhi Yuan through a cold call, and while I’m usually wary of such approaches, his genuine and professional demeanour convinced me to give him a chance.
He stands out because he truly listens to your concerns and provides thoughtful, tailored advice. The session was well-structured, and I walked away with a much better understanding of how CPF can secure my future. I’d recommend Zhi Yuan to anyone looking for a knowledgeable and trustworthy planner
Zhiyuan explained complex topics like CPF in a way that was easy to understand, and I got to know Zhi Yuan through a mutual friend, and my first impression of him was that he was approachable and genuinely interested in helping others. I chose to work with him. Unlike other agents, Zhi Yuan didn’t just sell a product. He took the time to walk me through how CPF works, especially how I can better plan for retirement and maximize my CPF savings.
His patience and thoroughness really stood out. More people should work with him because he genuinely cares about helping his clients make informed decisions. My session with Zhi Yuan was eye-opening and gave me a clear plan for using CPF to meet my financial goals. I highly recommend him to anyone looking for a knowledgeable and trustworthy financial planner.