Xan Yeo | Financial Consultant
Xan is driven by a personal mission—to ensure others don’t experience the same financial misguidance he faced during his polytechnic years. Determined to prevent others from facing the same setbacks, he made it his mission to change the stigma surrounding financial advisors. Xan believes that true financial success isn’t about luck but about knowledge, strategy, and disciplined action. His goal is to empower clients with clarity and confidence, ensuring that every decision they make is well-informed and in their best interest.
What sets Xan apart is his deep commitment to genuine relationships. An introvert at heart, he values meaningful conversations and treats every client’s story as unique—whether it’s helping a family recover from financial struggles or guiding someone toward their dream retirement abroad. To him, financial planning is more than just numbers; it’s about understanding personal aspirations and providing tailored solutions that truly make a difference. He operates on a principle of mutual benefit, ensuring that both he and his clients grow together in the process.
Beyond finance, Xan has a strong passion for giving back—especially in animal welfare. One of his long-term goals is to earn enough to support shelters for stray cats and dogs in Singapore and beyond. This reflects his belief that financial success should not only improve one’s own life but also create a positive impact on others. With his drive to challenge industry stereotypes, a sincere heart for his clients, and a vision that extends beyond personal gain, Xan is determined to redefine what it means to be a trusted financial consultant.