Jovin Yeo Advisory

Jovin always believes in this: "Success is doing ordinary things extraordinarily well".


Apart from achieving Top of Table accolade, Jovin is also one of the youngest adviser in Singapore to achieve the prestigious Lifetime and Honour Roll in MDRT.


With 20 years of experience in the financial planning industry, Jovin Yeo and her team ensure that your financial portfolio will always be well taken care of every step of the way. 

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Here with you

We understand your challenges. We strive to build a lasting value for you and generations to come.


Working with a specialist whom you can depend on can help you optimise your wealth and avoid unexpected surprises and disharmony within your family when it comes to wealth preservation and distribution.

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Our Corporate Partners

Working hand in hand with our trusted partners to grow your investments and provide the best advice for your individualised and sometimes complex needs.

  • Investment Platforms

    Growing your capital with you

    • iFAST Financial Pte Ltd
    • Phillip Securities Pte Ltd
    • UOB Kay Hian Private Limited
    • Havenport Investments Pte. Ltd
  • Fund Managers (Collective Investment Schemes)

    Growing your wealth

    • Aberdeen Asset Management Asia Limited
    • Allianz Global Investors Singapore Ltd
    • Amundi Singapore Limited
    • Aviva Investors Asia Pte. Limited
    • BlackRock (Singapore) Limited
    • BNP Paribas Asset Management Singapore Limited
    • Threadneedle Investments Singapore (Pte.) Limited
    • Eastspring Investments (Singapore) Limited
    • Fidelity International
    • First Sentier Investors (Singapore)
    • Templeton Asset Management Ltd
    • Havenport Investments Pte Ltd
    • HSBC Global Asset Management (Singapore) Limited
    • JPMorgan Asset Management (Singapore) Limited
    • Janus Henderson Investors (Singapore) Limited
    • Janus Henderson Investor (Singapore) Limited
    • Legg Mason Asset Management Singapore Pte. Limited
    • Lion Global Investors Limited
    • Manulife Investment Management (Singapore) Pte. Ltd.
    • Natixis Investment Managers Singapore Limited
    • Neuberger Berman Singapore Pte. Limited
    • Nikko Asset Management Asia Limited
    • Phillip Capital Management (S) Ltd
    • PIMCO Asia Pte Ltd
    • Pinebridge Investments Singapore Limited
    • Schroder Investment Management (Singapore) Ltd.
    • UOB Asset Management Ltd
    • Wellington Management Singapore Pte. Ltd.
  • Insurance Providers

    Protecting you and your loved ones

    • Singapore Life Ltd. (Singlife)
    • Tokio Marine Life Insurance Singapore Ltd
    • Swiss Life (Singapore) Pte Ltd
    • China Taiping Insurance (S) Pte Ltd
    • China Life Insurance (Singapore) Pte Ltd
    • Manulife (Singapore) Pte Ltd
    • Income Insurance Limited
    • Raffles Health Insurance Pte Ltd
  • Trust Company

    Manage your assets for you

    • Precepts Trustee Ltd

    External value added service, not by Manulife Financial Advisers

Our Focus Areas

Inheritance Management

Inheritance Management, also known as Estate Planning or Asset Planning, is key to ensuring that your hard-earned life's assets are properly passed on to your loved ones, without unnecessary complications or delay.


This is especially important if you have elderly or young dependents who rely on you financially.



Manage Your Assets

Matrimonial Asset Planning

The union of two people is exciting yet can sometimes be complex. 


Here's what you need to take note of, if you are contemplating or going through an unfortunate case of divorce.




Marriage Asset Planning Divorce Preparation

Maximising Investments

With the ever-increasing cost of living, many are uncertain about their retirement and are looking for various sources of investment income.


Options are aplenty - from Robo Investors to Unit Trusts and Endowment Plans - but what should you really look out for amidst the crowded marketplace?

Maximise Your Investments

Jovin Yeo Advisory in numbers

$60 million


$60 million worth of total assets under the management of Jovin Yeo Advisory.

2,500


Over 2500 busy working professionals, business owners and families helped over 20 years.

20 years


20 years of dedication and experience, serving and solving financial concerns for treasured clients.

Why people believe in us

Excellent service and competent!


"Jovin never fails to look out for my protection and investment interest. 


Thumbs up for her excellent service in ensuring smooth and quick process of my claims & her competency in delivering solid double digit returns for my investment funds in a year!"

Cynthia Swee, Business owner, Client of 18 years

Best interest in all my financial planning, especially investment and retirement planning


"I have known Jovin for 14 years. Jovin is very professional, passionate and most importantly, very client-centric (customer-centric) in her service.


I can definitely trust Jovin to act in my best interest in all my financial planning, especially my recent investment & retirement planning advice.


All these years, her reliable support and consistent follow up with all my investment, savings, life and medical policies have enabled me to reap higher returns than I have expected."

Lee Kam Peng, 69, Retired

Blogs & Videos

By Jovin Yeo 04 Aug, 2021
Investing to grow one's wealth is almost absolutely necessary in today's world. Besides property, are there other options apart from such an illiquid, capital-intensive investment option?
By Jovin Yeo 03 Aug, 2021
Parenthood brings much joy, but in Singapore, it can also be extremely costly to raise a child.  How much does it REALLY cost to raise a child in Singapore and what are some ways to manage the high costs?
By Jovin Yeo 02 Aug, 2021
Matrimonial Asset Planning is a very important part of any long-term relationship. It is important to consider what are, and are not matrimonial assets at all stages of a relationship. A knowledge expert can discuss all of your financial options during these stages to best protect your family from sudden hardship. Case study: Mr and Mrs Lee were married 15 years ago. They have 3 children, aged 13, 15 and 21. They own a landed property of $5 million under joint tenancy. Mrs Lee also has a commercial office of $800k under sole ownership. She earns $1 million/year while her husband earns $40k/year. Over the years, there have been conflicts over their living habits and Mrs Lee resents that her husband has not been contributing financially to the family. In fact, more than 90% of their residential property was paid for by Mrs Lee. Mrs Lee’s parents also previously gave $200k cash as a gift to help Mrs Lee have a headstart in building their family home. Mrs Lee does not think that her husband is savvy enough to be entrusted with her wealth to look after the children, if she is gone. And while she is alive, she wants to ring-fence her assets for the benefit of her 3 children. Mrs Lee is now contemplating divorce and would like to seek consultation.
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Connect with us

We know that your situation can be complex. We encourage you to schedule a time with us to navigate through your challenges with our expertise.


We trust that this one-hour consult will be fruitful on both ends and we will find the right solutions for meeting your needs. 


Alternatively, leave us a message if you would like to:

  1. Consult us on your unique financial situation.
  2. Book us for speaking on various topics at your company:
  3. Retirement Planning
  4. Perils of a poor written Will
  5. Optimising your investment returns 
  6. Invite us to speak at your local and global financial events.
Book a consultation Or leave us a message here
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