People Who've Been Exactly
Where You Are Now.
Busy professionals who were too stretched, too uncertain, or simply assumed they'd figure it out later — until they didn't. Here's what changed for them.
Behind Every Story Is a Family That Deserves Better
The clients you'll read about below are real people — professionals juggling careers, mortgages, children, and ageing parents — who decided to stop putting it off.
Their stories aren't about numbers. They're about peace of mind, clarity, and the freedom to live fully knowing tomorrow is taken care of.
"You gave me clarity to live now without sacrificing tomorrow. I didn't just get my financial confidence back — I got my life back."
A Cancer Survivor Who Wanted to Live Without Fear
At 28, Jia Jin had beaten cancer — but his critical illness payout had ended his existing coverage, leaving him uninsured at the exact moment he needed protection most. He wanted to travel, build property, and plan a future. But financially, his world had turned upside down.
We reconnected right after his diagnosis. Together, we built separate portfolios for each of his goals — letting him say yes to life today while protecting his tomorrow.
"I had no idea better options existed. YongLi asked one simple question — when did I last review if there were better options available? My answer: never thought I needed to. That conversation changed everything."
Good Coverage. Or So He Thought.
Inn Juan had been with the same policies for over a decade. Nothing wrong with them — until YongLi asked one honest question over prata at Jalan Kayu: "When did you last review if there were better options available?"
His answer was the answer most busy professionals give: "Never thought I needed to." YongLi's audit background showed immediately — he didn't just review the policies, he diagnosed them.
"What's the point of carrying a Chanel bag when I'm in my 70s? I want to live now — and YongLi showed me I don't have to choose between enjoying today and securing tomorrow."
She Knew What She Wanted. She Just Needed a Plan.
Margaret had a clear vision — travel, enjoy life, buy the things she loved — but wasn't sure where to start. As a former regional financial controller now leading an affiliate marketing team, she understood numbers. What she didn't have was time to sort through the overwhelming amount of information out there.
After several discussions to map out her goals and lifestyle needs, YongLi implemented a phased, customised plan that gave her the clarity to live fully now — without shortchanging her future self.
"I spoke to several advisers before YongLi. Others didn't address my concerns or seemed focused on squeezing every last dollar. YongLi is different — he balances safeguarding our future with our current lifestyle. Me and my wife have full trust in him to enhance and safeguard our assets."
Two Businesses. A Growing Family. One Adviser He Trusts.
Ken and YongLi met on the football pitch and bonded over their shared audit backgrounds and mutual love-hate relationship with Manchester United. Financial planning never came up — until Ken asked to explore it a year into their friendship.
Since then, Ken has started two businesses. YongLi manages his financial plan in the background — analysing risks, optimising resources, and adjusting as life grows more complex — so Ken can focus on what he's building.
"YongLi's approach is clear and thorough. Each solution had a specific objective, and he made sure I understood them completely. This ensured my resources were deployed in the best way possible."
High Earner. Complex Restrictions. Finally, a Plan That Fits.
As a senior manager at a Big 4 firm, Evon faced investment independence restrictions that most advisers either overlook or work around carelessly. As a former colleague, YongLi understood those constraints from the inside.
What started as a review of one existing policy naturally expanded — upcoming marriage, family planning, and the question of whether her resources were truly working for her life.
"You listened and understood our concerns and recommended suitable solutions — something we've not experienced with other advisers. Even though you're not the servicing adviser, you helped us navigate the administrative process for one of Jodi's existing plans. That was invaluable and speaks volumes of your professionalism."
The Roles Reversed — And He Showed Up.
Ryan and YongLi once worked together — YongLi as his coaching manager, helping him navigate audit risks on client engagements. When Ryan got married, the roles reversed. Now YongLi was the one guiding Ryan and his wife Jodi through their financial future as a newly married couple.
Beyond just advising, YongLi went the extra mile — helping Ryan and Jodi navigate administrative processes for an existing policy, even when it wasn't his direct responsibility. That's what going beyond the brief looks like.
More Voices from Our Clients
"What stood out most was YongLi's meticulous and methodical approach. At no point did I feel pushed — I felt genuinely guided."
"YongLi is my port of call when I have questions about investments. His honest analysis gives me the independent assessment I need — challenging the motives behind every product."
"The real ROI isn't just about money — it's about impact. YongLi gave me back the one thing I can't get more of: time with my family."
"We take financial planning as seriously as how we approach our football matches — with preparation, strategy, and the right coach in your corner."
Your Story Could Start
With One Coffee Chat.
Every person above started exactly where you are — busy, uncertain, and telling themselves they'd get to it eventually. The ones who didn't wait are glad they didn't.