WHERE THERE’S A WILL THERE’S A WAY ! PLAN NOW, DON’T DELAY !
About Us

Cattharine Yeo

RFP
Location

Johor Bahru, Kulai

Spoken Language

Chinese, English, Bahasa Malaysia,  Hainanese

License

Financial Adviser’s Representative (FAR)

Capital Market Services Representative License (CMSRL)

About Cattharine Yeo

In 2006, I joined Great Eastern as a Life Planning Advisor and I’ve been working in the financial services industry ever since.

Throughout the years, I discovered that insurance planning alone was not sufficient to meet my clients’ demands. That is one of the major motivations I decided to continue my education in 2016 and become a Registered Financial Planning Planner (RFP) with the Malaysian Financial Council (MFPC).

As a Licensed Financial Planner, I joined VKA Wealth Planner Sdn Bhd in 2017, where I believe I can help my clients understand their financial circumstances and how to achieve their short-term and long-term financial goals.

Over the course of 16 years, I’ve assisted over 380 customers to achieve their financial goals and to live their dreams by offering comprehensive financial planning based on my professional knowledge and advice in investment, insurance, tax, wealth management, and retirement planning.

I believe that if there is a will, there is always a way, and the very first step is to plan, so let’s get started right away with your financial planning. The earlier a financial plan is in place, the easier it will be to meet even the loftiest goal. Please do not hesitate to contact me. I will provide the utmost quality of service to improve the financial health of my clients, as well as ongoing monitoring, and will make every attempt to stay in touch with clients for any follow-up assistance

Hope to hear from you soon!

Specialises In

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Number of Clients Advised
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Years of Experience

Contact Cattharine Yeo

Your Financial Bridge for Life