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About Us

Financial Solutions

About Us

Personalized Financial Solutions. Trusted Every Step.

Yeo Siew Yi is a dedicated mortgage consultant and insurance advisor, committed to guiding clients through their financial journey with clarity and confidence. With expertise in both property financing and insurance planning, we deliver personalized solutions to help individuals and families secure their future.

We believe in building trust through transparency, efficiency, and care—ensuring every client receives the best advice tailored to their needs.

Our Services

Mortgage Services Icon
Mortgage Services
  • Mortgage Refinancing:
    Lower your loan interest or monthly installment with smart refinancing strategies.
  • Loan Application Support:
    Hassle-free assistance in preparing and submitting loan applications.
  • Profile Assessment:
    Analyze your financial background to match with suitable loan products.
  • Risk Assessment:
    Identify and mitigate financial risks before committing to a loan.
  • Property Value Advisory:
    Get professional insights on your property's current market value.
  • Solicitors Arrangement:
    Coordination with legal experts to ease loan and property transactions.
Insurance & Financial Planning Icon
Insurance & Financial Planning
  • Risk Protection:
    Secure yourself and your loved ones with tailored life and general insurance plans.
  • Estate Planning:
    Plan ahead with will writing, trust establishment, and legacy solutions to protect your assets.

Why Choose Us

Personalized Advice

Personalized, one-on-one financial advice.

Trusted by Clients

Trusted by property buyers and insurance seekers across Malaysia.

Strong Connections

Strong connections with banks, insurers, and legal firms.

Transparent Process

Transparent and guided process every step of the way.