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Chong Yvonne

License No.: eCMSRL/C5077/2025

Financial Advisory Manager

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CFP® | IFP® | AEPP® | Estate Planner | Financial Adviser

The number one thing that inspired me to be a financial planner is to be able to manage my own and family’s wealth effectively as they are my priority. So I strongly believe that 𝗘𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝗻𝗲𝗲𝗱𝘀 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝗻 𝗹𝗶𝗳𝗲, 𝗶𝘁 𝗶𝘀 𝘁𝗵𝗲 𝗺𝗮𝘁𝘁𝗲𝗿 𝗼𝗳 𝗵𝗼𝘄 𝘄𝗲𝗹𝗹 𝘆𝗼𝘂 𝗱𝗼 𝗶𝘁 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗼𝘄𝗻. I am specialized in understanding personal & corporate financial needs and offer unbiased solutions & independent advice.

In the past, I have served more than 150 individuals and companies in the industry to help manage their finances more effectively by conducting 𝒉𝒐𝒍𝒊𝒔𝒕𝒊𝒄 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈.

Besides, we all know that Schools never teach us about financial management. I am also offering education to the children and youth for better money habits. As my passion is to build the foundation of money management for them from an early stage of their life.

You will find me knowledgeable, reliable, and friendly to work with. Feel free to 𝐜𝐨𝐧𝐧𝐞𝐜𝐭 me to ease your money stress.

My Testimonials

Very professional in her service. Always put client’s interest first and able to provide the right solution to fit individual needs. Highly recommended. 她提供非常专业的服务。以顾客的利益为优先和给予适合的方案。极力推荐。

Yik Ming, 28

Engineer

Yvonne is a professional financial advisor who is knowledgeable, efficient, and friendly. With a wide range of financial products and services to offer and having the tools necessary to meet the needs of the customer, I would highly recommend her to anyone that looking for a professional licensed financial advisor. Yvonne 是个博识， 效率高，和友善的专业理财规划师 。她提供完善的金融产品及服务，还拥有齐全的理财工具来满足顾客的需求，所以我极力推荐她给任何寻找领有执照，专业理财规划师的人。

Larry Lean, 41

IT Consultant

Yvonne is very friendly, easy to communicate with and she understands my needs. Yvonne is versatile and knowledgeable, she customises my investment plans based on what I can afford and recommend the best solutions. Yvonne 人非常友善，很容易沟通，而且她明白我的需求。Yvonne 懂的也非常很多，她从我的能力范围设计适合我的投资计划。

Paige Sing, 28

Digital Marketer

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Chong Yvonne

License No.: eCMSRL/C5077/2025

Financial Advisory Manager

CFP® | IFP® | AEPP® | Estate Planner | Financial Adviser

The number one thing that inspired me to be a financial planner is to be able to manage my own and family’s wealth effectively as they are my priority. So I strongly believe that 𝗘𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝗻𝗲𝗲𝗱𝘀 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝗻 𝗹𝗶𝗳𝗲, 𝗶𝘁 𝗶𝘀 𝘁𝗵𝗲 𝗺𝗮𝘁𝘁𝗲𝗿 𝗼𝗳 𝗵𝗼𝘄 𝘄𝗲𝗹𝗹 𝘆𝗼𝘂 𝗱𝗼 𝗶𝘁 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗼𝘄𝗻. I am specialized in understanding personal & corporate financial needs and offer unbiased solutions & independent advice.

In the past, I have served more than 150 individuals and companies in the industry to help manage their finances more effectively by conducting 𝒉𝒐𝒍𝒊𝒔𝒕𝒊𝒄 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈.

Besides, we all know that Schools never teach us about financial management. I am also offering education to the children and youth for better money habits. As my passion is to build the foundation of money management for them from an early stage of their life.

You will find me knowledgeable, reliable, and friendly to work with. Feel free to 𝐜𝐨𝐧𝐧𝐞𝐜𝐭 me to ease your money stress.

Testimonials

Very professional in her service. Always put client’s interest first and able to provide the right solution to fit individual needs. Highly recommended. 她提供非常专业的服务。以顾客的利益为优先和给予适合的方案。极力推荐。

Yik Ming, 28

Engineer

Yvonne is a professional financial advisor who is knowledgeable, efficient, and friendly. With a wide range of financial products and services to offer and having the tools necessary to meet the needs of the customer, I would highly recommend her to anyone that looking for a professional licensed financial advisor. Yvonne 是个博识， 效率高，和友善的专业理财规划师 。她提供完善的金融产品及服务，还拥有齐全的理财工具来满足顾客的需求，所以我极力推荐她给任何寻找领有执照，专业理财规划师的人。

Larry Lean, 41

IT Consultant

Yvonne is very friendly, easy to communicate with and she understands my needs. Yvonne is versatile and knowledgeable, she customises my investment plans based on what I can afford and recommend the best solutions. Yvonne 人非常友善，很容易沟通，而且她明白我的需求。Yvonne 懂的也非常很多，她从我的能力范围设计适合我的投资计划。

Paige Sing, 28

Digital Marketer

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