AFLUENS ADVISORY GROUP
Down but Unbroken
“Health can’t be taken for granted. Sickness and accidents can strike anytime. Other than your own mental and financial wellbeing, it can affect your loved ones. My work is to help people be financially ready for when the unexpected happens.”
At the age of 23, Yew Chai had to undergo delicate surgery to fuse his spine as a result of a devastating injury that caused a slipped disc. While the operation went smoothly, it left the young man with numbness, weakness and pain in his legs and back which limited his movements and made it difficult for him to walk or sit for long. He felt frustrated and helpless. Recovery, which eventually took over a year and a half, was painful and slow. During that time, Yew Chai realised that health is precious and that the capacity to be financially secure and independent should be a vital part of his personal life goals.
The traumatic experience spurred Yew Chai to recover and seek a career in financial advisory.
Based on a friend referral, Yew Chai joined IPPFA. Under the guidance of his manager, Eunice Goh, he was convinced by her client-centric approach which led him to stay on and became a successful individual.
“Eunice is sincere and honest. Not driven by sales figures, she focuses on doing what is right for the client. I admire and adopt that approach in my work,” Yew Chai adds.
“During that time, Yew Chai realised that health is precious and that the capacity to be financially secure and independent should be a vital part of his personal life goals.”
Specialist in Retirement
and Investment Planning
Yew Chai feels that his work impacts people’s lives, both financially and on a personal level. Many of his clients share their challenges, such as their hopes on retirement and setbacks in their wealth creation journey, and Yew Chai works with them to map out a clear and systematic plan to get them closer to their goals.
Working with affluent and high net worth clients, Yew Chai believes that the first step to any good plan is to establish clear goals and then strategise an action plan with systematic steps to achieve the goals.
Most of Yew Chai’s clients are more than happy to drop the good word for him:
“Yew Chai is very professional in the area of family financial planning. He is reliable, trustworthy and practical in his approach and renders timely regular updates of our financial plans.”
“Yew Chai has been an adviser to me and my husband for the last four years. He has always been reliable, resourceful, detailed and thorough in helping us with our retirement planning to ensure that our needs are covered.”
“Yew Chai impresses me with his passion for financial planning. He helped me improve my planning skills and gave me valuable advice.”
For the man whose life goal now is to add another child to his family, and to build a sustainable yet achievable passive income within the next decade, Yew Chai’s lives by his belief: “A rich life is more than about money; it includes health, peace-of-heart and gratitude for what we have in the present.”
AFLUENS ADVISORY GROUP
Yeap Yew Chai
It’s been almost a decade since Yew Chai joined IPPFA. Today, the go-getter has accumulated a list of qualifications to his name — from a Bachelor of Science in Banking and Finance from the University of London to accreditation as a Certified Financial Planner (CFP) and Associate Estate Planner Practitioner (AEPP). The father of one is also a 4-time qualifier of IPPFA’s prestigious Chairman’s Round Table (CRT) award and 6-time qualifier of IPPFA’s Producer’s Club.
Beyond academic qualifications, skill certifications, awards and accolades, Yew Chai’s strengths come from his tenacity to rise from adversity and learn at every opportunity. He also draws strengths from those around him. “I have a good mentor and my wife is a strong pillar of support. My family, my clients and my colleagues are also key to my success. And of course, my trust in God.”
“Yew Chai’s strengths come from his tenacity to rise from adversity and learn at every opportunity.”