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Joey Yeo
Senior Financial Consultant
I firmly believe in building trusting relationships with my clients with genuine care, openness and honesty.
I am grateful that my clients gave me the opportunity to help them secure their future. I will continue to improve myself and for the betterment of my clients.
Joey Yeo
Representing Prudential Assurance Company
Singapore
1192/22Oct22
www.prudential.com.sg/FC-info
CREDENTIALS
StarClub qualifier-2020; Quality Club Elite-2020,2019,2017; Quality Club-2017,2016,2014; Fast Track-2013
WHAT HER CLIENTS ARE SAYING
A VERY DEDICATED AND PROFESSIONAL ADVISOR
It was more than 6 years ago when I got caught along the pathway during one of her road shows if my memory didn�t fail.
SOMEONE I COULD TRUST WITH MY CONCERNS
I met Joey through my sister and brother-in-law. I was looking for a FC and post my first chat with Joey I know she�s someone I could trust with my concerns. Joey never hesitates to explain the details, ensuring you understand your needs and what are the policies that best suit them. Joey�s approachable and every conversation is enjoyable and adds value. Joey�s definitely the most dependable, trustworthy and friendliest FC you can find!
Nornadia Binte Othman
Senior BA
Citibank
FUN & TRUTHFUL ON HER ADVICES
Met Joey thru my sister-in-law. She's my sis-in-law's mother financial consultant as well so we trusted her. She's very efficient and will always keep us updated. She's fun & truthful on her advices.
Absolutely a good adviser as she always get me back on track. One will gain more knowledge on insurances from her.
Jane Chiew Ye Xian
GENUINE CONCERN AND THOUGHTFUL APPROACH TO UNDERSTANDING MY NEEDS
I met Joey at a concert in 2019. She had an amazing personality and we remained in touch. I relocated to Singapore later that year and I turned to her when I had protection needs.
I was greatly impressed by her genuine concern and thoughtful approach to understanding my needs. She took time to understand my situation and provided me with professional advice.
She helped me understand complex insurance and used her knowledge and expertise to choose the best plan for me, ensuring I am properly insured. It gives me peace of mind knowing I am well-protected.
She is a very personable individual to work with. I enjoy working with her as she always makes the entire process stress-free.
I have always been more than happy with her service. I appreciate her prompt response to my questions and concerns, and I can always rely on her expertise.
I am confident that Joey will prove an asset to anyone looking to plan out their financial future and needs. You can feel assured she will always have your best interests at heart.
Ivy Hii
Accounts Executive
Reliance BMS Pte Ltd
PROFESSIONAL FINANCIAL ADVISOR WHO WILL STAY COMMITTED
After my previous Financial Advisor left Prudential, my policies were being managed by some total stranger. Because insurance is long term defensive game, I wanted to look for a professional financial advisor who will stay committed, has some working experience but also not too old - so that my agent can outlast me hopefully. It was serendipity that I met Joey at an Expo IT road show. Unlike most agents who hard sell trying to meet their sales target, Joey puts my interest first. She is knowledgeable about insurance products within and outside her own company offering, helping me to navigate the intricacies of different insurance products in simple language. So I requested to transfer the management of my policies to Joey.
From her empathetic approach in understanding my financial situation first, Joey was able to customise a suitable financial plan to manage my downside risk in life and protect my wealth. It helps that she is caring, cheerful and upfront. If a product or decision does not benefit me, she will sound it out, analyse the pros and cons to help me make a decision. I feel she is more like a friend who has my back if I am in trouble.
At different life stages, coupled with the ever changing public insurance policies in Singapore, Joey kept me updated with the latest insurance news relevant to me. When I needed clarifications, I just ask her. This saves me a lot of time to attend to other important stuff when I am busy. I am not so sure if a Roboadvisor can understand my unique circumstances or advise me equally well.
I have and will continue to confidently recommend Joey to my friends, knowing that they will be in good hands - for a long time.
Gabriel Yee
Interior Designer
CraftmoodI
HAS INTEGRITY AND WOULD ONLY RECOMMEND POLICIES THAT SHE KNOWS WILL BENEFIT ME
I met Joey in 2018 through a mutual friend. We started off as friends and she has this magnetic and strong personality that I absolutely admire. Besides being a fun person to hang out with, she is also very responsible and takes care of the people around her.
The best thing is, these good traits about her extends to her career as a FC.
I have come across many FC all these years. My personal experience were that they tend to over-promise and under-deliver. And often than not, I am sold policies that are not the best for me. Thus, making me very wary of FC.
As my existing FC were not doing such a good job servicing my account back then, I decided to transfer my policies over to her and gave her a shot.
What I absolutely love about Joey is that she knows what she is doing and has expert knowledge and experience on whatever questions and qualms I have. She also has integrity and would only recommend policies that she knows will only benefit me. Lastly, she always respects my final decision and never hard sells.
Ever since Joey became my FC, I fully entrust my insurance needs with her and do not have to worry about her not initiating a yearly policy review with me. She is proactive and I absolutely appreciate that.
I've since recommended her to my friends too and my friends would always revert back with stellar reviews.
Eileen Chan
Digital Marketer
Symple Marketing
A TRUSTED CONSULTANT AND FRIEND THAT WE ENJOY PARTNERING WITH FOR OUR FAMILY'S JOURNEY
I met Joey through a mutual friend of ours that had only good things to say about working with Joey for his financial needs.
After our first video call with Joey while we were stuck in quarantine, we knew that she's the right person to work with. From assessing our goals, our current needs, to explaining the different policies available, she made sure we would get the coverage we wanted � and needed.
Joey's now both a trusted consultant and friend that we enjoy partnering with for our family's journey :)
GQ Fu
Co-founder & CEO
LTVplus
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