Hanna Yeo
Unit Trust Consultant
Private Retirement Scheme Consultant
As a seasoned CERTIFIED FINANCIAL PLANNER® professional, I bring years of expertise to the table. With over a decade of hands-on experience navigating the intricacies of financial planning, I’m well-equipped to offer personalized recommendations tailored to your unique financial goals and aspirations.
Whether you’re aiming to plan for retirement, invest in funds, or save for the future, I have the knowledge and skills to guide you every step of the way. By understanding your specific financial situation and long-term objectives, I can craft a comprehensive strategy that maximizes your potential for financial success.
My approach revolves around empowering you with the tools and knowledge needed to make informed decisions about your finances. I believe in fostering a collaborative relationship built on trust and transparency, ensuring that you feel confident and secure in your financial journey.
Reach out to me today to schedule a consultation and take the initial step toward realizing your financial dreams. Together, we can chart a course to financial freedom that aligns perfectly with your goals and sets you on the path to a brighter future.
工程师理财
HANNA YEO, 2023
Personal Profile & Qualifications
Education
Degree in BEng of Electrical, Instrumentation & Control at University Technology Tun Hussein Onn Malaysia.
Position
Unit Trust Consultant, Public Mutual
Private Retirement Consultant, Public Mutual
Senior Manager at Dyson, Malaysia
Location
Senai & Permas, Johor
Retirement Planning： H.E.R.O Plan
Experience the H.E.R.O Plan – your pathway to financial success and security. H.E.R.O stands for “Helping Everyone Reach Optimal Financial Goals.” With our specialized plan, we provide personalized financial solutions tailored to your unique needs and aspirations. Whether you’re planning for retirement, education, or wealth accumulation, our H.E.R.O. Plan ensures that you’re equipped with the tools and strategies to navigate your financial journey with confidence. Unlock your potential and embark on the path to a brighter financial future with our H.E.R.O. Plan today!
Our Services: H.E.R.O Plan
If you’ve found a property you like, let’s list your budget for your Dream House.
Give your children the tertiary education they deserve or plan one for you.
Earn enough in your retirement fund to retire the way you want.
To prepare a fund for traveling, wedding, or step-up an own business. 
Free 20-Minute H.E.R.O Planning Consultation: Text Me Now 
Unlock your financial blueprint with a personalized consultation! Take the first step towards financial empowerment by scheduling your complimentary 20-minute consultation today. Our team of trusted retirement planning consultants specializes in retirement planning, unit trust investment, and savings strategies tailored for residents in Senai, Johor. Discover how our experienced consultants can guide you toward a secure financial future. Text now to book your appointment and embark on your journey towards financial freedom.