Hello,
I’m Soo Yee!
Financial planning has always been deeply personal to me.
In 2007, during the global financial crisis, my family lost a significant amount of money.
The dream I had as a child—to study overseas—suddenly felt impossible.
But I didn’t give up. I worked hard and was fortunate to receive a full scholarship to study in the U.S. That experience changed my life, and I’ve been deeply grateful ever since. Because of what my family went through, I know exactly how it feels to be under financial pressure.
And that’s why I’m committed to helping others take control of their finances—so you can plan with confidence, clarity, and peace of mind.
Today, I help my clients with personalized financial strategies that allow them to:
✅ Re-design cash flow to balance commitments, expenses, and investments
✅ Free up cash via insurance or debt restructuring
✅ Optimize insurance coverage at a lower premium
✅ Save interest on housing loans
✅ Invest more effectively with the right asset allocation
✅ Lower income taxes
✅ Grow net worth
✅ Plan for retirement
✅ Prepare for children’s education
✅ Achieve life goals (buying a home, taking a sabbatical, etc.)
✅ Run “what-if” scenario planning
✅ And most importantly—gain peace of mind
Client Testimonial
Kenneth Tan
Managing Director
“My meeting with Soo Yee was overall an excellent experience. Soo Yee was very methodical and meticulous in her approach, while managing the pace of the meeting outstandingly…………”
Raymond
Head of Marketing
“I liked the part where some of my gaps are identified and how I can resolve them. I also liked some of the ideas that would help build longevity in finance…………”
Amrit.K
Educationalist
“I have worked with Soo Yee on my financial situation. She has made me look at blindspots in my financial planning……….”
Nalina
Lawyer
“Soo Yee is excellent at breaking down complex topics into digestible planning sessions, without sacrificing the level of detail and comprehensiveness that is characteristic of her advice…………”
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