Biography

I came into the financial advisory industry by chance. There isn’t any expectation or grand plan. I used to be a full-time mother and honestly, that's still my primary identity. However, this path found me at the right time and I chose to embrace it because it fits where I am right now. It's flexible, yet, meaningful. I don't believe in putting up a front and what you see is what you get. A mum, navigating life one step at a time and building something genuine along the way. If that resonates with you, I think we'll get along just fine.

 
 

Principles & Values

I believe that doing good is never wasted. In financial advisory, it's easy to focus solely on numbers but I've always led with people first. When you genuinely serve your clients with honesty and care, that goodness comes back to you in ways you never expected. I also believe deeply in gratitude. It shifts my perspective and softens the hard days. It also reminds me why I do what I do. Gratitude isn't just a feeling, it is a practice. When you approach your work and your clients with a grateful heart, everything becomes more meaningful and purposeful.

 
Add a heading (15).png
 

“Do good for others, it will come back in unexpected ways”

- yeow pui yee

Clients’ Endorsements

Yeow Pui Yee Testimonials

From the start, Pui Yee was very sincere and patient. She took the time to discuss and clarify all the questions I had, explaining everything in a clear and detailed way. I felt secure and well-informed about what I was signing up for. Talking to her felt more like chatting with a friend than just dealing with an insurance agent. She stands out as one of the most sincere and approachable agent that I have worked with. Anyone engaging her service can feel assured that you are truly in good hands. 

- Winnie, Admin Executive

I first met Pui Yee through my son's kindergarten and over time got to know her not just as a friend but also as a financial consultant at finexis. Out of genuine interest and helpfulness, she shared valuable insights about insurance, which is something I hadn't fully appreciated before. When I asked her to review my profile, she was honest, knowledgeable and attentive. She opened my eyes to the important considerations I hadn't thought of and guided me to a plan that fits both my needs and budget without ever being pushy. I highly recommend Pui Yee to anyone seeking thoughtful, reliable and effective insurance and investment solutions. She genuinely cares and always puts her client's best interest first.

-Dinithi, Auditor (Senior Manager)

 

THE KEY TO SUCCESS IS NEVER ABOUT THE HOW.
THE KEY TO SUCCESS IS KNOWING WHY YOU ARE DOING WHAT YOu ARE DOING

 
Background 1.png