Hello, my name is Cattharine Yeo, and I have been a Life Planning Advisor with Great Eastern in the financial service industry since 2006. Over the years, I have come to realize that insurance planning alone cannot always meet my clients’ needs. As a result, in 2016, I decided to pursue further studies and became a Registered Financial Planning Planner (RFP) with the Malaysia Financial Council (MFPC).
In 2017, I joined VKA Wealth Planner Sdn Bhd as a Licensed Financial Planner, as I believe in providing unbiased solutions for my clients. Throughout my career, I have been recognized for my hard work and expertise, qualifying for awards such as the Million Dollar Round Table (MDRT).
As a licensed financial planner, I am committed to helping my clients achieve their financial goals and pursue their dreams through comprehensive financial planning and professional knowledge. I firmly believe that planning is the crucial first step towards financial success, and where there is a will, there is always a way. Therefore, if you are ready to start your financial plan without hesitation, please feel free to contact me. I will hold your hand every step of the way with regular financial health check-ups, monitoring, and ongoing support.
Thank you, and I look forward to working with you to achieve your financial goal.