Grace Yeo
Grace has been in the financial services industry for over 10 years. Always known for her passion and patience, Grace believes that trustworthiness and professionalism are the most important qualities a financial services consultant should have.
Her track record is testament to the level of trust her clients have in her.
Grace believes that every client is entitled to design their own financial destiny. Her unwavering passion to empower her clients to make the right decisions – has built many successful investment portfolios.
Her willingness to listen and adapt to each client’s situation is admirable.
Grace is also a strong believer in teamwork – that no one should be left alone to navigate the complex world of financial planning.
And every client who embarks their financial planning journey with Grace – will be in good hands.
Testimonials
Rosalind Soo
I’d like to drop in a note to you to say: A BIG THANK YOU!For connecting with me and all the advice and recommendations on financial planning you have given me.
Like what the wise people in the world would say, Advice from others is the first step to awareness; it opens up opportunities to know what we don’t know. But more importantly, the pivoting point is taking action
Thank you for nudging me gently to take action to grow my wealth.
As I approach 55, I am so glad that the information and concepts you have shared is worth more than money. I certainly will recommend you to my family and friends. I am also happy that I gained a friend.
Clement Tee
Dear AIA,
I’m writing to express my gratitude for my recent interactions with your financial consultant, Ms Grace Yeo. I’ve been a client of AIA for over 3 decades, and it was just a few years ago that my financial consultant retired. Since then, I’ve had no one from AIA servicing me until Grace Yeo contacted me through the Singtel lead generating program.
Remembering the day she called, I told her what happened with AIA’s service level and I required her to check into some servicing issues with my policies, which she gladly agreed to do. Following the transfer of the agent, she immediately addressed all of my requests and kept me updated.
I was delighted with her service and chose to take it to the next level, which means reviewing my current policies and scheduling an appointment with her. The entire appointment went smoothly, and she returned to prepare a complete summary for me and identify the gaps in my protection needs. Following that, I proceed with her proposal.
I recently asked her to assist me with an existing policy involving my own sibling that required her assistance to address. It’s evident that there’s no chance of a new policy sale here, just plain service. She agreed without hesitation and proceeded with the meeting, which she made incredibly simple and pleasant. I felt the “WOW” effect!
I truly appreciate how simple she made the whole experience, as well as her great personality, professionalism, listener, patience, and trustworthiness. I rarely take the time to write such compliments, but when someone goes above and beyond to assist a customer, they deserve to be recognized. Her efforts didn’t go unnoticed, as she has clearly demonstrated what it means to elevate customer service to customer experience.Grace Yeo, thank you once more.
Regards,
Clement Tee
David Tay
Dear AIA,
I would like to thank Grace for her prompt and speedy action on my wife’s medical claims.
I was pleasantly surprised to receive teh claim within a day upon submission.
Her service was excellent and with that, I also want my child relatives and friends to benefit too.
She is now our family financial services consultant of three generations. Thank you Grace!
Regards,
David Tay
Susan Peh
Dear AIA,
Grace has been my family’s insurance agent for many years and I am extremely thankful to have her support especially in our times of need.
She’s very responsive and has extensive knowledge of the policies. She is very well versed in the latest market trends and development. Most importantly, she listens to our needs before identifying the most ideal plans for us.
I truly appreciate her and will not hesitate recommending her to my friends.
Thank you Grace!
Sincerely,
Susan Peh
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