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Ooi Kai Yang
Prudential Senior Financial Consultant
Coffee, Ultimate frisbee, people, finance, steak & fun = Kaiyang! Aspiring home barista so kopis are more affordable. Do look for me if you need more of such cost savings hacks. (P.S I brew coffee for my family almost on a daily basis now)
As a student, coach and a financial consultant, I've learnt the importance of sacrificing and planning for ourselves and our loved ones. It is also through these, I've learnt to welcome challenges and tackle them slowly.
Most of my clients say that it is fun and safe to walk your financial planning journey with me! So let this journey not just be fulfilling, but fun and enjoyable too!
Ooi Kai Yang
Representing Prudential Assurance Company
Singapore
CREDENTIALS
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WHAT HIS CLIENTS ARE SAYING
GOES OUT OF HIS WAY TO MAKE SURE HIS CLIENTS ARE DOING WELL
As someone who is taking her first dive into the responsibilities that comes with “adulting”, that first step can be quite daunting, and that was how the process of finding the right insurance felt for me at first. Fortunately, I had the opportunity to meet Kaiyang, who patiently and assuringly walked me through every step of the way to understand my needs, and meet them as best as he possibly can. When he first heard that I got injured, he went the extra mile to call me even at the end of a very tiring day for him, which truly is a testament to the efforts he is willing to make for every of his client. He truly goes out of his way to make sure that his clients are doing well, and does not shy away from offering not only advice that you want to hear, but also advice that you need to hear
SOMEONE WHOM I CAN TRUST
I met Kaiyang when I joined the national frisbee youth team in 2016 and he was the manager. He has been one of my best friends who really cared about my life and future. I trust him as my financial advisor because he genuinely cares about everybody he that is dear to him and knowing him all these years he will put in his absolute best to serve all his customer’s needs. Kaiyang has been someone whom I can trust when planning life goals and has always been patient when explaining all the details of policies. Wishing him continued success for the many years to come
VERY DEDICATED, HARDWORKING & CARING
I have known Kaiyang through playing frisbee in SMU and it has been one of the best things which happened to me in University. I have chosen him over other fcs because I thought working with someone I know is always better than working with a complete stranger. I definitely feel more comfortable opening up and sharing about my financial concerns with him. As someone who hasn’t started working, I definitely feel quite stressed out over my spending and financials - one of them was whether my gym spending was justified. I remember talking to him about it and felt so much better afterwards because he told me that since I have seen how gymming has helped me both physically and mentally, he doesn’t see why there is an issue with it. On his end, he will help me to look out for opportunities where I can grow my pool of assets so that I will not need to feel so stressed during this period where I haven’t started working.
I enjoyed working with him because apart from the professional advice he offers, we talk and joke about other matters - he offers really good life advice. Overall, he is a very dedicated, hardworking and caring FA. You can definitely expect work to be done by him while experiencing lots of fun and laughter when working with him!
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