This is the first and most important Pillar of Wealth. Without adequate protection, you will be vulnerable to the nasty effects of one or more chance misfortunes, which will cause you to suffer unnecessary and tremendous financial losses. Our planning helps to reduce the negative impact of unplanned misfortunes and ensure that your lifestyle remains unaffected as much as possible thereafter.view more >>

The second Pillar of Wealth analyses your general financial health, such as cash flow and debt position. A net positive cash flow with no overcommitted liabilities is considered healthy. We will advise you how to effectively manage your cash flow and suggest ways to reduce, or avoid, unnecessary borrowing.view more >>

The third Pillar of Wealth drives you towards meeting your long term financial objectives through accumulation. In Singapore, the two most common needs are Retirement Funding and Children Education Funding. We will help you develop a realistic and achievable program to meet these needs.view more >>

The fourth Pillar of Wealth maximises the growth potential of your assets. We help you develop an investment program that is appropriate to your unique situation, yet will grow at a rate you desire. With the help of our proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long term financial dreams.view more >>

This fifth and final Pillar of Wealth looks at preserving and distributing your estate. The only certainty in life is that it will not last forever. We will help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes.view more >>

  • Wealth Protection
  • Wealth Maintenance
  • Wealth Accumulation
  • Wealth Enhancement
  • Wealth Distribution

Adeline Yeo S M

Financial Advisory Manager
MAS Rep No. YSM100044543

My Specialities
  • Personal Financial Planning
  • Risk Management
  • Retirement Planning
  • Investment Advisory Portfolio Wealth Management
  • Estate and Legacy Planning

Click here for the full list of my specialities >>

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About Me

I have been in the financial services and insurance industry for more than 20 years.

I conduct my advisory practice with professionalism and integrity; always placing the interests of my clients before mine. I offer competent and sound advice, to help my clients make an informed decision.

I am passionate in helping people simplify and improve their lives. I advocate personal responsibility in planning for a secure financial future.

I am committed to serving my clients and I look forward to a long-standing partnership!



My Specialities

For Individuals & Families:

  • Personal Financial Planning
  • Risk Management
  • Retirement Planning
  • Investment Advisory Portfolio Wealth Management
  • Estate and Legacy Planning

For Business:
  • Group Benefits Specialist
  • Keyman Insurance
  • Business Asset Protection and Risk Management
  • Business Continuity


Educational Qualification
  • Bachelor Of Business Administration (NUS)
  • Diploma in Life Insurance (SCI)
Professional Qualification
  • Certified Financial Planner (CFP)
  • Life Underwriter Training Council Fellow (LUTCF)
Awards/Recognition received
  • Financial Alliance Quality Class (Eminence Class), 2013
  • Financial Alliance Quality Class (Prestige Class), 2015
  • Financial Alliance Quality Class (Merit Class), 2014
  • Best Practice Award, 2014