Zhi Yuan Financial Advisory

I help to provide insights about your finances and explore solutions to help you reach your goals.

23/11/2022

Many of us want to travel after retirement, especially now that borders are open again! Working hard at your job day after day, don’t you hope that someday you can finally enjoy your golden years? However, do you know if you have catered sufficient funds to travel freely during your retirement? ✈️

It is no secret that Singapore is one of the world’s most expensive places to live in. The cost of living can quickly add up, especially in this high-inflation environment, and it is not easy to know how much you would need to save up for retirement 💰

If you want a professional and objective opinion on how holistic your current retirement plan is, we can arrange a short Zoom call 💻

Feel free to drop me a WhatsApp message or fill in this form https://forms.office.com/r/bdqCig6XVk

📞 Zhi Yuan | +65 9871 5429



Lim Zhi Yuan is an authorised representative of AIA Financial Advisers Private Limited (Reg. No. LZY300315563)

Photos from Zhi Yuan Financial Advisory's post 25/09/2022

We all know that authentic reviews are important in determining that something or someone is credible, reliable and trustworthy 🔎

Read some of the genuine reviews left by my clients!

23/09/2022

For many of us, retirement is the ultimate goal. We diligently work hard at our jobs day after day, hoping that someday we can finally enjoy our golden years. But, have you ever wondered how much money you will need to retire comfortably in Singapore?

It is no secret that Singapore is one of the world’s most expensive places to live. The cost of living can quickly add up, especially in this high inflation environment, and it is hard to know how much you need to save for retirement.

Here are the top five mistakes to avoid when planning for retirement. Hopefully, it is useful and educational for you! Feel free to share this with your friends and family.

If you want a professional and objective opinion on how holistic your current retirement plan is, feel free to drop me a Whatsapp message!

📞 Zhi Yuan | +65 9871 5429

10/05/2021

[Financial Services Experiential Programme]

Calling out to all:
- 21 years old and above
- Singaporeans / PRs
- Local Diploma / Degree and above

Interested in exploring more about the finance industry but not sure how to start? Join our Financial Services Experiential Program to find out more!

What?
- 4-6 hours/week (through both face to face and non-face-to-face live platforms)
- More than 4 weeks programme, with the exciting opportunity of getting a full-time position!
- Up to $1,300 reward upon completion of the programme

When?
- Starting on 8th May 2021

Benefits:
- Fun and Vibrant culture and environment
- Gain insights from experienced industry leaders
- Gain professional and relevant industry knowledge on risk planning and investment knowledge

For more details, do PM me!

24/03/2021

[Financial Services Experiential Programme]

Calling out to all:
- 21 years old and above
- Singaporeans / PRs
- Local Diploma / Degree and above

Interested in exploring more about the finance industry but not sure how to start? Join our Financial Services Experiential Program to find out more!

What?
- 4-6 hours/week (through both face to face and non-face-to-face live platforms)
- More than 4 weeks programme, with the exciting opportunity of getting a full-time position!
- Up to $1,300 reward upon completion of the programme

When?
- Starting on 27th March 2021

Benefits:
- Fun and Vibrant culture and environment
- Gain insights from experienced industry leaders
- Gain professional and relevant industry knowledge on risk planning and investment knowledge

For more details, do PM me!

22/02/2021

[Financial Services Experiential Programme]

Calling out to all:
- 21 years old and above
- Singaporeans / PRs
- Local Diploma / Degree and above

Interested in exploring more about the finance industry but not sure how to start? Join our Financial Services Experiential Program to find out more!

What?
- 4-6 hours/week (through both face to face and non-face-to-face live platforms)
- More than 4 weeks programme, with the exciting opportunity of getting a full-time position!
- Up to $1,300 reward upon completion of the programme

When?
- Starting on 19th June 2021

Benefits:
- Fun and Vibrant culture and environment
- Gain insights from experienced industry leaders
- Gain professional and relevant industry knowledge on risk planning and investment knowledge

For more details, do PM me!

21/01/2021

🎉GIVEAWAY ALERT🎉

In collaboration with Burpple, I am giving away 1-for-1 deals at a discount for foodies like you! This 6-month deal is exclusively FREE for my clients as well as my friends and any food lovers in Singapore. What’s better than enjoying good food with your friends and family while saving some moolah along the way?

To participate, simply:
1. Fill in the form through this link
https://form.jotform.com/210194264144449

Ill arrange a meet up with you to set up your account and we can have a good catch up over a 1-for-1 meal!

Feel free to share with your friends whom you think might wish to have Burpple Beyond too!

Already have Burpple Beyond?
You can still participate to enjoy this free 6-month deal after your existing subscription ends!

//BURPPLE BEYOND is a club where members can enjoy 1-for-1 deals at ~500 curated restaurants.//

Want your business to be the top-listed Finance Company in Singapore?
Click here to claim your Sponsored Listing.

Address


80 Raffles Place 36-01 #1 UOB Plaza
Singapore
048624

Other Financial Consultants in Singapore (show all)
Gerald Tan Group Gerald Tan Group
380 Jalan Baser #14-06/07 Arc 380
Singapore

GTG, a group of financial consultants representing Great Eastern Financial Advisers Private Limited.

Singapore Financial Advice Singapore Financial Advice
Singapore Central Business District
Singapore

Impartial professional financial advice by UK qualified and experienced, Singapore licensed adviser.

CJH Financial Planning CJH Financial Planning
450 Alexandra Road, UE BizHub West
Singapore, 119960

Chartered Financial Consultant, Chartered Life Underwriter. https://www.prudential.com.sg/fc-info

iPLANNERS iPLANNERS
380 Jalan Besar, #09/09 Arc 380
Singapore, 209000

iPLANNERS has over the years been consistently ranked among the top in Great Eastern FA

Your Trusted Advisor Your Trusted Advisor
Singapore, 528799

Ser Jin - Your Trusted Financial Consultant

OneOrb OneOrb
51 Scotts Road #03/18
Singapore, 228241

We are a dedicated team of financial consultants that aim to make every individual financially sound - one family at a time. We have been in the industry for over 23 years and we f...

Iamyobros Iamyobros
Singapore

IamAaron. Cars motivate me, so i do car entertainment videos. Hope you like it! @iamyobros

Axis Axis
Singapore

With our many years of experience and proficiency in the financing field, we aim to continue leading

Fernando Wong Fernando Wong
Serangoon
Singapore

免费亲自带你了解市场,将改变你一生,协助您改变生活

Alice Thai KD Alice Thai KD
371 Alexandra Road
Singapore, 159963

My purpose as an advisor is to give you PEACE OF MIND when it comes to all your insurance needs.

JoelAsogan JoelAsogan
8 Cross Street
Singapore, 048424

Helping top working professionals and SME owners achieve their financial goals

Landy’s page Landy’s page
Singapore

.