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on 2022-11-25
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Zhe Yuan
Executive Senior Manager @ Planners Inc Connect with me! - Linkedin - https://www.linkedin.com/in/zheyuanzhang-/ - Instagram - https://www.instagram.com/zheyuanzy/?hl=en “The most costly mistake one could make in their financial journey is never starting at all.” Knowing how daunting managing your own finances can be, it’s my passion and life’s mission to ensure my clients sleep peacefully at night. I do so by ensuring your finances are optimized, with every single dollar allocated efficiently, and every major decision made strategically. I’ve grown my clientele base by doing what I do best - Building & maintaining close relationships for the lifelong journey ahead. When I say lifelong, I mean it too. With me, you will get a personalised experience that suits your needs and goals, no matter how grand or modest it may be! I’m currently six years into running my advisory practice. This is my biggest takeaway: Learning NEVER stops! I love learning, and I always try to use that to my advantage, ensuring I am up to date with the latest trends and topics to maintain financial fluency in our dynamic economy. On that note, I am always on the hunt for people who would make up my dream team! If you are a like-minded spirit with a passion for helping others in their financial well-being, I would love to have a chat!
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Work smart, work flexibly, work remotely - We can meet at your convenience!