Irene Yee

Irene has been helping me with financial matters and advice for over ten years now. With her experience and belief in the importance of personal financial planning, she has always provided sound advice and updates regarding some of the latest developments in personal financial solutions. The breadth of her professional experience also allows her to provide advice across various insurance-based solutions from different insurers. She has also assisted me with estate planning with Wills and Trusts. Irene not only provides holistic financial advice, she is also pleasant and easy to work with.

I know Irene for almost 14 years. She has been very helpful to me in many ways, especially in handling my financial affairs. I treasure her good advice & counsel as I know she has my best interests. She is trust worthy as she is a woman of integrity. Recently, I was blessed when Irene gave me a voucher to prepare a will.  I can rely on Irene anytime when I need assistance & clarification on financial matters as she is very knowledgeable and well versed.

Irene has provided me with very sound financial advice which is sensitive to my financial needs and goals at different stations of my life. In retrospect, I can attest to how beneficial the advice and plans have been, and continue to be, for me and my family members. I am very fortunate to have her advice to help put me in a better state of financial health.

If I had realised that I need not be in debt nor be wealthy to seek professional and customised financial advice, I would have started earlier! I can trust my advisor Irene to be clear that the objective is my financial health and not the earnings of any other individual or organisation.

I find Irene to be a very competent advisor with a good knowledge of the financial and insurance products in the market. She takes the effort to keep her clients informed of the latest happenings in the fields of Finance and Insurance. Most important of all, she believes in providing the right product for the client's needs. She makes the client her top priority and displays integrity in and commitment to her work.

I find Irene a competent and conscientious financial adviser, dedicated to meeting the client’s requirements to the best of her ability, and also ensuring that the advice is in the best interests of clients. She is diligent, responsive and responsible. She discharges her duties with a pleasant disposition, remaining courteous at all times. With her competence and sincerity, she imparts confidence in the quality of advice and services rendered.

Irene has been extremely professional, meticulous and patient in all her dealings with us. She inspires confidence, not only because of her sound financial background, but more importantly, because of her belief in providing advice that meets her clients' needs. I believe she's a rare breed among those who call themselves independent financial advisors.

This was the way I was living: when I need money, I go to the hole in the wall. So long as it spits out money, I am happy. I still live like that, except now I walk away happy AND secure in the knowledge that Irene has helped me plug the holes in my finances and has made some very wise investment recommendations. Irene has my interest at heart, to me that is the most important quality in an Advisor. She is also thorough ... just what I need. I trust her completely.