ZAC YONG
Personal & Corporate Finance Specialist
As a seasoned Personal and Corporate Financial Planner, I bring years of industry experience to the table—helping clients protect, find, and grow their money in meaningful and sustainable ways.
I take pride in making a real difference in the financial lives of the people I work with, and there’s nothing more rewarding than seeing a solid strategy come to life.
I work exclusively with responsible individuals and business owners who are serious about building a secure financial future. If you’re looking for a trustworthy financial planner, you’re in the right place.
Services
Risk Management
Putting in place the appropriate risk treatment tools to minimize or eliminate any financial and business losses.
Wealth Accumulation
Designing wealth portfolio based on needs for growth and security with diversification and ongoing review.
Wills & Trusts
Identifying and protecting your estate for your family through will writing and trust setting with the help of qualified lawyers.
Mortgage Financing
Getting the best advice and rate to finance one of your biggest assets with the help of reliable mortgage partners.
Retirement
Maximising retirement savings and income to have a desired lifestyle after working hard for many years.
General Insurance
Working out the best solution to cover unexpected circumstance that occurs during business operation.
Testimonials
Nikki Tan
"Zac has been a great help and have taught me many things about financial planning. He provided me with insights and recommended policies that are beneficial and best suited my needs. Zac has always been prompt and responsive in answering my doubts whenever I had one. He is also very approachable and professional hence, he deserves my highest recommendations!"
Javier Wong
"Zac is my classmate since polytechnic days and our friendship for over 16 years. I have never been asked or pressured to consult him simply because of our relationship.
My wife and I initiated approaching him after we were let down by other agents and advisors, who did not follow-up or update us on our portfolio once we have signed on the dotted line.
In our request for mortgage loan, CPF investment and critical illness coverage, Zac has been a most reliable and responsive financial advisor. Lastly, we feel assured that his recommendation is based on what he genuinely feels is most helpful to us as I know that he himself put his money where his mouth is!"
Arul
"Zac has been very helpful since the beginning when my previous agent left, taking the initiative to guide me on the nomination process for my existing insurance. He also introduced new policies which enhances my insurance coverage, patiently answering to all my queries. He is detailed and genuine, would recommend Zac to anyone looking for a financial advisor."
Alan
"Zac has been servicing our companies in many ways from financing advices and loan repayment insurances etc.
Recently, he helped us to explore commercial property refinancing with his partners. And we got ourselves a good deal by saving at least $17K for the next 12 months.
We thanked him for his effort and looking forward to a long-term working relationship!"
Jayden Chiang
"There's definitely many financial consultants that you would have crossed path with.
But what is amazing about Zac is not because he is my friend (although he is), but because i felt the sincerity and the willingness to value add and the professionalism is top notch.
If you ever require assistance, rest assure that Zac will go the extra mile for you :)"
Wazini
"Zac has been a great help for our family. Patient and reliable, he has helped us deal with our insurance accounts with ease.
He also keeps us updated with useful information and updates and is always available when we reach out to him regardless of time or weather.
We are happy to be rest assured with Zac as our go-to guy for insurance matters."
