Yan Liang AIA FA Financial Consultant
Authorised Representative of AIA Financial Advisers Ptd Ltd (Reg. No 201715016G)
Yan Liang became a consultant back in his university days. After having a hand at financial planning for his family and friends to gauge their retirement readiness, he found himself enjoying the full process, and also discovered the gaps between what people ought to know about financial planning and what they currently know.
Since then, he has helped graduates, working professionals and parents around him bridge the gaps between where they are and where they want to be. He had developed a flagship asset planning framework, that empowers his clients through his efficient asset allocation process, to spend less on their current portfolios and be able to free up more money for their other immediate priorities.
A few months into his first year of consulting, Yan Liang attained the title of ‘Top Advisory Practitioner’ within the firm a few times. He also qualified for the International Dragon Award and became a member of the Million Dollar Round Table, representing the top percentile of advisory practitioners in the field.
It all starts with proper planning. The goal isn’t to hustle forever, but to have the choice on whether you want to & focus on doing things that matter more to you.
Yan Liang’s advisory services are typically catered to medium to high net worth individuals, but almost all the time, he is willing to assist and aid everyone with their financial planning. Experience next-level wealth advisory with his personalised consultation process.
To help you take ownership of your wealth and plan your financial life, setting and achieving realistic goals.
To protect what’s precious. Managing your wealth with you, making sure all your bases are covered.
To ensure that all unnecessary expenses are low and spend less, while maximising your cash flow for other priorities.
To ensure that you live a life that outlives you, having enough at the end of time.
Peace of mind and hassle-free transfer across many countries.
To live a financially free life, helping you make informed investment decisions, growing your wealth in a way that only suits you.
To ensure that your assets are passed down to your loved ones, in the most seamless, cost-efficient and time-efficient way.
After joining the industry, Yan Liang realises as people progress in life, their financial needs expand while their time becomes more limited. People always found out that they lack the time to properly educate themselves to manage their finances. Financial and Estate Planning becomes a worrying and stressful process, because you are so focused on earning more but you may not be maximising the things you currently have.
At some point, people will also start worrying whether they are choosing the right financial vehicles to achieve their goals, such as whether they are overpaying for fees to invest in the market, high premiums for insurance or mortgage interest. These are common problems in the society, and if they are not managed correctly, a lot of times it results in family squabbles due to lack of proper estate planning.
Yan Liang always believed that managing wealth should be simplified, and anything that seems complicated is probably not right for you. His strategy has helped his clients save $5,000 to $20,000 yearly on mortgage interest, increase retirement income by 2-3x and wealth protection through the crafting of a thorough estate plan that ensures that your assets are distributed in a legally, orderly and timely manner.
Yan Liang will be able to help you gain clarity in your financial situation, unlock and identify unoptimized assets that you may have, and provide you with personalised recommendations to help you achieve your goals.
Even if you’re already on track, a consultation will give you more confidence in your financial position, and a peace of mind as you continue on in your financial journey.
* Financial Disclaimer: It should be noted that results, earnings and income claims made are based on clients’ individual background, capacity, goals and experience. There is no assurance that examples of clients’ results can be duplicated in future. We cannot guarantee your future results and/or success.
