Ivy Teo

Investment Consultant

Languages: English, Mandarin

Industry Experience: 5 years

ABOUT ME

Ivy is a Certified Associate Wealth Planner. She is enthusiastic to partner with you in your financial planning journey and assist you to achieve your financial goals! She is well experienced in Budgeting, Insurance, Investment, Tax planning and Retirement Planning. Ivy believes in long-term investing and portfolio diversification as the key strategies to achieve and level up your financial stability.

MY PROFESSIONAL SERVICES

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PROMOTIONS

 
 
Receive 20,000 POEMS...
 
 
 
 
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HK SDRs via...
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Earn rewards of up to S$30 per S$10,000 invested in eligible Unit...
 
 
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CDP Mass Share Transfer Promotion — Extended Till 30 Jun 2026.