Singapore
Zhang Zheyuan Rep No. ZZ-300374967 representing Great Eastern Financial Advisers Pte Ltd ( https://go.greateasternlife.com/disclaimer) “The most costly mistake one could make in their financial journey is never starting at all.” Knowing how daunting managing your own finances can be, it’s my passion and life’s mission to ensure my clients sleep peacefully at night. I do so by ensuring your finances are optimized, with every single dollar allocated efficiently, and every major decision made strategically. I’ve grown my clientele base by doing what I do best - Building & maintaining close relationships for the lifelong journey ahead. When I say lifelong, I mean it too. With me, you will get a personalised experience that suits your needs and goals, no matter how grand or modest it may be! I’m currently six years into running my advisory practice. This is my biggest takeaway: Learning NEVER stops! I love learning, and I always try to use that to my advantage, ensuring I am up to date with the latest trends and topics to maintain financial fluency in our dynamic economy. On that note, I am always on the hunt for people who would make up my dream team! If you are a like-minded spirit with a passion for helping others in their financial well-being, I would love to have a chat! While you’re still here, I have a few articles on my page talking about the ins and outs of what I do, and how I do it. In there, you'll learn about my journey of how I stumbled upon my "Ikigai" while I was still schooling, as well as the very real struggles I had encountered along the way. Go and give them a read!
• Accredited as a Certified Financial Planner® by Financial Planning Association of Singapore
For clients: I specialise in ensuring your every dollar is placed in the right place! I simplify things for you! 1. Money Management: Take control of your money! - Get to your first $100k within 3 - 5 years - Automate your money management to make it hassle-free 2. Risk Management: Protect you against the What-Ifs! - Optimise your current Insurance Portfolio (Cover gaps, remove overlaps, spend less get more) - Construct a comprehensive & efficient Insurance Portfolio 3. Wealth Accumulation: Make your money work harder! - Allocate your resources to cash and investments - Construct and manage Investment Portfolios to suit your goals, time horizon and risk profile 4. EVERYTHING UNDER THE SUN - CPF Planning, Income Tax Planning, Property Ownership Journey, Wedding & Housing Planning, Banking Accounts & Credit Cards, anything to do with your wealth For talents: I go all out to ensure you build a sustainable & profitable Financial Advisory practice that does well by doing good! 1. Profile & Culture fit: If you’re all the things I’ve described below, we want you! - Believe in doing well by doing good - Proactive & responsible in all that you do - Driven & hungry to strive for success - Want your hardwork to lead directly to your extraordinary results and progression - Desire to work in a team filled with like-minded, dynamic and lively talents - Believe in learning from the best mentors 2. Proper Systems & Processes: - Planners Inc has painstakingly built the proper systems & processes to ensure you flourish in the most conducive environment Please do not hesitate to get in touch with me!
In the process of getting myself from where I am now to where I want to be, I would love to do the same for the people that I care about around me. I give my all in providing the best personal wealth management to all my clients, so that they can give their all in their career, family and things that truly matter to them without ever having to worry about their wealth journey. Moving forward, I‘m building a team of enthusiasts with this same core purpose, a team that understands that the only way to excel, is by ensuring that our clients excel. And a team that holds true the belief that in this career, the most promising way of doing well, is by doing good.
I am a proud member of the Planners Inc Family! This is where we build the right People, Environment, Culture and Standards together as one!
Great Eastern Ltd, The Confidant Group • Prestigious TCG 2016 Summer Associate Program • In depth financial advisory and personal development training conducted by top directors • Achieved a broad base clientele and interpersonal skills working closely with senior mentors and real clients during the internship case studies