John Yeo Email & Phone Number

John Yeo is an authorized Financial Consultant with OasisWealth Group representing finexis advisory Pte Ltd.Money may or may not be able to buy you happiness but not having enough money can definitely cause you a lot of unhappiness.Good personal financial management is essential for happiness. It's not about getting themost expensive house or car. But we all need some money in order to maintain a comfortablelifestyle. Admittedly, Singapore is not a cheap place to live in, so to ensure that financial objectives are acheiveable in future, Start Planning Financially Today!!However, for many, "Financial Planning" equates to the purchase of a financial product. In my perspective, "Buy" and "Plan" do not have the same meanings. Financial Planning is not just about buying a financial product, but a step by step process of identifying your financial goals and fulfilling them. In my practice as a financial consultant, I adopted the financial planning process known as Goals Mapping; it's a realistic process that focus on all your financial goals in life concurrently, and subsequently, mapping it along with your current and future cash flow projections. This allows a very accurate analysis and snapshot of your financial situation, translating it into your own financial blueprint . After going through this process, my clients walk away with these benefits :1) Having a clearer vision of their financial goals, most importantly, quantifying them into numbers, and understanding their affordability of these goals to them.2) Creating smart money habits through a simple yet discipline approach, and aligning their financial goals alongside with their existing cash flow.3) Understanding how to maximize the effectiveness of their ST, MT and LT savings, by allocating them into different pots.Financial Planning has a lifelong impact, so using the right process is most important to ensure the success of your financial future.http://www.finexis.com.sg/FC-Disclaimer.html

Listed skills include Financial Advisory, Wealth Management, Insurance, Retirement Planning, and 16 others.