About Us

Jovin Yeo Advisory is made up of a team from Summit Planners Maximus Branch representing Manulife Financial Advisers in Singapore.

Jovin Yeo started Jovin Yeo Advisory in 2001 with 20 years of experience in financial advisory. Known for her practical insights and sincerity, her clients range from families, C-suite and business owners from different industries.

Since her humble beginnings, Jovin has always believed in being there for her clients as they navigate through life, guiding them through every major financial decision and life obstacle.

This sense of responsibility was cultivated through her tough experiences in her younger days. Due to the lack of proper estate planning over an inherited property, it has resulted in misunderstandings and inconveniences to her family. The experiences she has had in the past also brought about the strong woman she is today.

“My life experience not only taught me resilience, it has also shown me that we all have a duty of care to commit good work ethics and planning practices towards our clients.

With the investment advisory and estate planning knowledge acquired over the years, I am committed to pay it forward to inspire and empower my clients and peers.” 

What we believe

The importance of doing proper planning is something Jovin feels strongly about due to her experiences. Jovin takes good care of her clients to make sure they will never have to walk the painful path like she did.

She always tells her clients this: “set a peace of mind with clear financial goals as your highest priority, and organise your life around it.”

Whether they are too busy to manage their finances, or concerned with leaving a great legacy for whom or what they love but unsure how to, Jovin and her team are always around as their trusted advisors.

Our Expertise

From estate planning, personal and business risk management, inheritance management, retirement planning to investment advisory, the team has experience in them all.

Jovin started as a one-woman team, and now, together with her husband, Daniel, the power couple has expanded their advisory to a team of eight.

Their strong working ethics and sincerity has attracted clients both locally and overseas. Also, their passion towards mentorship has equally inspired like-minded talents who take a keen interest in investment advisory and estate planning to join them.