My Story

My passion is in the servicing line. I like to service people and put a smile on everyone face.

With financial planning, not only can I service them but I will still be able to help and give professional advice to my clients in their planning. Seeing them one step closer in achieving their financial goals motivates me too.

Most of my clients treat me like their friend and share their goals and dreams with me and I will do my very best in helping them to achieve their financial goals.

My Services

I may assist you run through you very own financial figures & goals.You may call it as Financial Check-Up.

 

>> Diagnose

Assist you diagnose your current financial status. Do you on the right path towards your ultimate goals?

 

>> Objective

Where & What would you like to accomplish in the future. How much does that cost? Am I financially prepare for that?

 

>> Method

Assist you to Protect & Grow your Wealth via various financial tools.

 

>> Evaluate

Evaluate & modify from time to time over the journey.

Background

  • Certified Financial Planner from FPAM
  • Bachelor in Finance, Coventry University
  • Bachelor in Finance and Investment, TARUC

Experience

  • Involved in personal financial planning for more than 3 years
  • Great Eastern Business Opporturnity Sharing Speaker

My Achievements

  • 90 Days Jumpstart Programme Qualifier
  • WeLink Benchmark Qualifier
  • Qualifier of BREAK2 Challenge 2023
  • Qualifier of BREAK2 Challenge 2025

Testimonials

  • Kai Liang - Sales & Marketing Executive

    Back in 2021, he took the opportunity to assess my existing status and my needs and the awareness of my future planning.

    I voiced my body conditions, it is believed that he proposed the ideal insurance plan that would cover financially as if my condition worsened. One year later, we still kept in touch, I texted him up if I had any question regarding the plan I bought. He had no issues guiding me step-by-step, instead of denying my message. That marked an impression of accountability.

    To Way Yet's future client, be open and bold to speak up your concerns, and he will find his ways to resolve your concerns.

  • Joellene - Mechanical Engineer

    潍业是我的中学同学，起初联系我是为了帮我做财务分析，也让我更了解自己的财务状况。分析过程非常细心，让我明确了当前应关注的重点。在交流中，潍业分享了很多保险和储蓄方面的知识，并没有让我感觉是在推销，反而让我对保险业有了改观。后来我们聊到医保卡，我才发现自己的保障额度不足，潍业根据我的财务状况推荐了合适的方案，让我在支付保费的同时还能储蓄。经过与家人讨论后，我决定采纳他的建议。

    我认为潍业是一个非常认真、细心、真诚的理财规划师，他的专业和热忱让我感到安心。整个交流过程也很轻松自在，没有压力。我非常推荐大家有任何财务或保险相关问题都可以找他咨询。

  • Joe

    潍业的专业分析让我知道未来有什么意外的时候 保险是有多么的重要 未来的财务规划能够保障自己或者家人的生活即使有任何的意外发生 很开心能够和潍业交谈 知道自己的需要

  • Chun Chong - Human Resources Coordinator

    Had a chance to meet Way Yet for being my first insurance agent and he showed me a friendly assistant and explained all the insurance plans with patience and came out with a plan that suits me. Thank you Way Yet.

  • Darren - Digital Marketing Specialist

    Starting from a very systematic approach to a more personalised approach, Way Yet has helped me in understanding what important to focus one and what are my goals. Even if i have questions, Way Yet answers them straight to the point with details backed up. This helps alot in answering my concerns and addressing ways and steps to solve them. Truly grateful and the time spent.

  • Ilicia Alias - Digital Marketing Manager

    I couldn't be more satisfied with the exceptional service provided by Way Yet. He went above and beyond to understand my needs and preferences, ensuring that I not only received comprehensive coverage but also at a rate that didn't break the bank. His ability to find the perfect balance between quality coverage and affordability truly makes him the best. Thank you for your dedication to ensuring the best for your clients!

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    Contact Me

    Office Number     : 03-4149 8292

    Hunting Line        : 012-219 2923

    Email Address     : welinkadvisory@gmail.com