WONG CHOON YUAN

We are very glad to be contacted by Choon Yuan & Jeremiah as we just had a baby. They shared with us changes on hospital plan due to cancer drug list. They also shared many examples on medical claims and the importance of hospital plans, personal accident and critical illness plans. Overall the session with them are informative and they do not hard sell but spent time to listen to us.

We will not hesitate to refer them to our friends and colleagues, thank you!

~ Tricia and Felix

 As part of holistic planning, Miki and Choon Yuan highlighted protection gaps and recommended solutions to grow our money too. In view of changing economic environment, they also recommended fund switch to improve performance of our existing investment plans with AIA and Great Eastern too.  

We trust Miki and Choon Yuan to put our needs as the top priority in planning for our family and we are happy to recommend them to our family and friends. ~ Lee Jit Heng and Elaine

For my retirement planning, Choon Yuan took the time to understand what policies I already had in my portfolio, he took the effort to listen to my needs and priorities before recommending solutions that will make my money work hard to beat inflation.
Choon Yuan provides a personal touch to his clients. I would like to personally thank him for his professionalism and I will definitely be recommending him to my friends and colleagues in the future. ~ Godberg Tan 

  I met Choon Yuan through my sister and I am glad to work with him on my retirement planning. Choon Yuan shared with me how CPF helps Singaporeans with their retirement and also how to make my money work harder for me by creating passive dividend income streams. I am more than happy to recommend Choon Yuan to my friends who are in the same age group and who all have concerns about their own retirement. Thank you! ~ Louise 

  When my previous agent left AIA for another company, I felt lost. It was a blessing in disguise as Miki and Choon Yuan contacted me, telling me that they are the consultants who will be taking over servicing of my AIA policies. Since then, both of them have been updating me on changes CPF changes to help me retire more comfortably.

We always have a lot to talk about and I am very happy to recommend Miki and Choon Yuan to my friends and colleagues. ~ Cat Chua Tsui Ying

  I was referred to Choon Yuan by my ex-colleague and good friend. We shared a lot of common areas as PMET in our corporate career. Choon Yuan understands the struggle and concern of a local PMET, such as job security and not having enough to retire.

Choon Yuan is an active listener, and I am impressed with his 'Serve, not Sell' approach. I am happy with Choon Yuan's service, helping me with my nomination and I will not hesitate to recommend him to my friends, thank you! ~ Philip Lee

We are both glad that Choon Yuan took the time to understand our needs and financial goals and explained to us how to plan holistically. Every session with Choon Yuan has been very informative.

Choon Yuan also used the goalsmapper software to help us visualize our evolving needs as we start our family. We are glad Choon Yuan is our financial adviser and we are more than happy to recommend him to our family and friends. ~ Jenny And Wilson

What differentiates Choon Yuan from other financial advisers is he believes strongly in providing holistic financial planning for his clients. So it is never just about a single product pitch. 

Choon Yuan takes the time to understand my situation and gives me a good overview of my overall insurance portfolio. I am glad Choon Yuan is my financial adviser and I would be happy to recommend him to my family and friends. ~ Karen Er

We contacted AIA Call centre because we want to find out about our AIA policies that we bought many years ago. We are happy to be served by Choon Yuan and Eileen, they went through our policies details, enhance our medical coverage and was able to address our questions, we are very happy with their service!

Therefore, we will recommend Choon Yuan and Eileen to our family and friends, thank you! ~ Mr Omar and Mdm Nurlela

 I worked with Choon Yuan in Barclays and I am glad that he now advises me on planning holistically for my family. This ranges from retirement planning, medical coverage and tax savings through SRS. Choon Yuan will update me on the latest industry changes, such as the effect of MOH Cancer Drug List and how IP plans will no longer offer as-charged coverage for outpatient cancer treatment.

I will be more than happy to recommend my family and my friends to Choon Yuan for financial advice. ~ William

  I am glad to be contacted by Miki and Choon Yuan on CareShield Life. After realizing that I have already enhanced my CareShield Life, Miki and Choon Yuan did not hard sell me and ask me to buy something that I already have.

They shared with me the importance of total insurance planning, emphasizing importance of comprehensive hospital cover, accident cover and critical illness cover too. In addition, Miki also shared with me how to eat a healthy diet, stay away from curry rice and encourage me to take supplements like fish oil and calcium to lead a healthy lifestyle.

Both of them are super friendly and I will not hesitate to recommend them to my friends and relatives, thank you everyone! ~ Steven Ngo

 I got to know Choon Yuan through my good friend, Dr Thiyagu, who recommended me because Choon Yuan is a knowledgeable and reliable financial advisor.

Choon Yuan shared with me holistic planning to ensure that I enjoy both bills protection in terms of hospital cover and personal accident cover and also income protection in terms of critical illness cover.

I am very happy with Choon Yuan’s service and financial advice and I will not hesitate to recommend him to my friends and colleagues who are looking to enhance their insurance coverage. Thank you everyone!  ~  Mr. Udhaya

 I got to know Choon Yuan when he contacted me because of the Singtel – AIA partnership. At that time, I was a fresh graduate and Choon Yuan shared with me concepts of holistic planning and how to budget so that I have adequate coverage and also make my money work hard for me.

Choon Yuan was not pushy and he did not try to hard sell me any products and he said when I am ready to take on the plans he recommended, I can let him know. He also followed up with me on regular basis, sometimes catching up over coffee and highlighted that my parents should have basic coverage as well.

If you are looking for someone who plans by placing your interests first before theirs, I strongly recommend that you meet Choon Yuan for a chat, thank you! ~ Brandon Kang

I am referred to Choon Yuan by my good friend who said I can trust Choon Yuan to plan for my family because he puts my interests first.

As a parent with young children, I worked with Choon Yuan to ensure that my family has adequate cover for hospitalization, personal accident and critical illnesses. Choon Yuan explained to me in layman terms, allowing me to understand easily. He also tried to stretch my dollar so that I can get the best bang for the buck.  ~ Narayanam Janakiram

 Choon Yuan and I were classmates back in NUS Chemical Engineering days since 1998! Later we even became colleagues at Deutsche Bank. Choon Yuan has always come across as somebody who is very adaptable and he has managed to switch career from Oil Industry to Banking Industry and now AIA! Choon Yuan impresses with his warm and sincere personality, and a passion to strive for excellence in everything he does.

While working with Choon Yuan on financial planning, I am amazed at how Choon Yuan leveraged on his past experience to explain to me complex insurance concepts in layman terms. So if you have any insurance related queries or queries on retirement planning, do not hesitate to approach Choon Yuan for advice. He’s someone who offers not just the technical expertise, but sincerity to optimize your protection and financial management. I am more than happy to recommend Choon Yuan to my colleagues and friends.  ~  Christina

 We got to know Choon Yuan and Miki through the Lolly’s Secret storytelling event at Kidztopia. We are both glad that Choon Yuan and Miki took the time to understand our needs and financial goals and explained to us how to plan holistically for both wealth protection and wealth accumulation.

They are very friendly and warm and we shared our coffee with them while they bought durians for us, it was a lot of fun! We also recommended our favorite Indian massage to Miki! We are glad that Choon Yuan and Miki are our financial advisers and we are more than happy to recommend them to our colleagues and friends ~ Ramanathan Rajamarthandan & Selvapriya Ponnu

 I got to know Choon Yuan and Shawn because their agency (Strategic Alliance) was the provider of employee benefits for my company. Due to the nature of my job, I have been looking to enhance my personal accident coverage so it was timely that Choon Yuan and Shawn contacted me. They shared with me the importance of accident cover and the experience interacting with these 2 gentlemen had been pleasant and they were not pushy and there was no hard selling. They try to understand and addressed my needs and they were experienced consultants who have been serving employees of my company since 2019. They also shared with me the importance of will writing too.

I will not hesitate to recommend my colleagues and friends to Choon Yuan and Shawn if they need any financial advice, thank you!   ~ Wah Meng

 I got to know Choon Yuan as he is the financial consultant representing AIA which provides employee benefits for the company I am working in. Before I knew him, I had thoughts of doing investments to grow my money, but for years, never took the first step. Choon Yuan took time to share with me how I could do so and answered my many questions and doubts about investing. He was polite and patient, guiding me through the process until I felt confident to do my first investment.

Because of my personal experience working with him, I was comfortable to seek his advice when planning for my parents' medical coverage. My family and I have benefitted from his service. It was also from one of the consultations that he helped my parents recall they had bought an integrated shield plan which they forgot about. As a sincere adviser passionate about helping others, Choon Yuan will be someone I would recommend to my family and friends. ~  Sherry Hung

Choon Yuan and I were colleagues back in Deutsche Bank. My original agent from AIA had left long ago and I wanted a review of all my policies so I asked Choon Yuan to take over as my consultant.

To help me grow my money, Choon Yuan took the time to listen to my needs and priorities before providing several options that would be best for me. I have recently invested in a fund with no lock in period and a better return than bank deposit rates and beats inflation too.

I appreciate his attention to detail and professionalism and will definitely be recommending him to my friends and colleagues in the future.  ~ May Kong

 Before working with Choon Yuan, I did not have a financial advisor who aggregates all my plans to tell me how each of my plans complement one another. Fortunately, I was contacted by Choon Yuan during the AIA Singtel Retirement planning campaign.

For my retirement planning, Choon Yuan took the time to understand what policies I already had in my portfolio, he took the effort to listen to my needs and priorities before recommending solutions that are both affordable and cost efficient. He also provided a projection of my CPF lump sum pay out at age 55 and CPF life monthly pay out at age 65.

Choon Yuan provides a personal touch to his clients. We are good friends and shared common interests in Yuzu Citron Chiffon Cake and appreciate a nice cup of coffee! I would like to personally thank him for his professionalism and I will definitely be recommending him to my friends and colleagues in the future.   ~  Margaret Zhu

 It was a breeze working with Choon Yuan on my family’s financial planning. Choon Yuan worked together with my wife and I on drawing up a summary of our insurance coverage. This allowed us to have a clear idea of what we have and what we are paying for. Choon Yuan helped us restructure our portfolio so it is more aligned to our needs and our current life stage.

In terms of retirement planning and investments, Choon Yuan also used the Goalsmapper software to help us project what our passive income and coverage will be when we retire so that we can identify any protection gaps and retirement shortfall in advance.

Choon Yuan also helped in arranging for medical check-up to allow me to get coverage in private hospitalization and early critical illnesses. Choon Yuan is different from other financial advisers as he partners us in making decisions in our planning rather than trying to sell us products. I am very satisfied with his after-sales service and would gladly recommend Choon Yuan to my relatives and friends  ~  Sean Lim  

 I got to know Jorene and Choon Yuan because their agency (Strategic Alliance) was provider of Employee Benefits for my company. Besides sharing on the importance of having adequate coverage for critical illnesses, they have been following up with me regularly and updating me on the latest changes in medical coverage.

In addition, with banks cutting interest rates on savings account, Jorene and Choon Yuan have also updated me on the various ways to help my money grow faster than leaving it in the bank.

I am very satisfied with their service and I will not hesitate to recommend them to my friends and colleagues, thank you!   ~ Abby Koay      

 Choon-Yuan Wong is my agent for my life insurance policy. He has been extremely courteous and helpful in his services. He is not only an agent but also good financial planner and he is very professional in his work and had provided very valuable advises for my financial planning. He is always ready to help and went the extra mile to fully understand my financial situation before providing the most appropriate solutions. He is definitely more than just a financial planner and an agent, he is a good friend as well. ~  Vinay Kumar Suryadevara      

      During our first meeting, Joel and Choon Yuan shared with me the importance of Will writing and LPA. Due to my past work experience, I have witnessed many care givers struggling without Wills and LPA. After a thorough review of my existing policies, Joel and Choon Yuan highlighted key areas of concern which I was previously unaware of. They shared with me the pros and cons of various approaches to resolve my policy issues, this allowed me to make an informed decision. They were very prompt in answering my queries and they also recommended cost effective solutions to enhance my coverage in hospitalization and personal accident. My daughter and I were very glad to have met up with Joel and Choon Yuan. I am firm believer in reviewing my policies regularly as things may change without my knowledge so we should not take things for granted. We would not hesitate to recommend them to my friends and family. Thank you!   ~ Mr Milton and Miss Eckshar

    I am glad to be contacted by Choon Yuan because I had lost contact with my previous AIA agent. Choon Yuan took over as my servicing agent and explained to me what I could do with my various AIA policies. Taking a holistic approach, Choon Yuan also explained how my other policies work even though they are not AIA policies. As I am concerned about the expensive medical bills in Singapore, Choon Yuan assured me by going through with me various claims examples for the integrated shield plan funded by our CPF Medisave account. Most of the time, we kept paying for our insurance but we forgot what we were paying for. Therefore, it is important to have a review to refresh our memory. I am happy with Choon Yuan’s service and I would not hesitate to recommend my friends and colleagues to Choon Yuan, thank you!    ~ Jenny Sutanto

I am glad to be contacted by Jorene and Choon Yuan. Instead of trying to sell me another policy when we first met, they took time to understand about my background and needs first. Jorene and Choon Yuan focused on sharing with me what I can do with my existing insurance policies and they were very prompt and responsive in helping me settle my insurance claims. They also recommended doctors to me so that I could receive the best possible medical care with my hospital insurance. Whenever I had questions on how to claim, they would advise and guide me on how to file a proper claim so that I do not have to worry at all. I truly believed that all insurance agents should service their clients properly, just like the way how Choon Yuan and Jorene had been helping me. I am very happy with their service and I would gladly recommend them to my friends and colleagues.  ~  Yan Thiam Hock    

    Choon Yuan was recommended by my sister, we are very happy for his service.Recently my mum had an accident and was admitted to hospital. Throughout the accident he was very concerned and guided me on what to do. My mum was accompanied by Choon Yuan for her follow-up appointment and he helped her with her claim too. Choon Yuan also advised her on the importance of Lasting Power of Attorney (LPA). I just want to say a big thank you to Choon Yuan and I would gladly recommend him to my family and friends. 

~ Mdm Lim’s family

   Before I started working with Choon Yuan on financial planning, I had another agent who was sales driven and recommended me plans that I could not afford in the long run. But Choon Yuan is different. Choon Yuan was very patient and he took time to understand what policies I had, and drew up an insurance summary on a spreadsheet. Besides learning about what I have now, Choon Yuan also finds out where I want to go and recommends cost efficient solutions to help me reach my financial goals. Choon Yuan always ensures I do not overspend on insurance. His recommendation focused on achieving more coverage with less premium. To get higher and guaranteed return, Choon Yuan also recommended that I keep my money in CPF instead of investing my CPF money in single premium investment linked plans. I find Choon Yuan to be a strong advocate in adopting a holistic and systematic approach in financial planning. I had also benefitted from Choon Yuan’s help on how to apply for critical illness plans with pre-existing condition. I am very happy with Choon Yuan’s service and I shall not hesitate to recommend him to my friends and colleagues. ~ Mark Chen Gerong

  I got to know Shawn and Choon Yuan because their agency (Strategic Alliance) was provider of Employee Benefits for my company. Because of my personal experience and also because of my work experience, I am strongly aware of the importance of insurance, LPA, Advance Care Planning and AMD. Therefore, I was really glad to meet up with Shawn and Choon Yuan over zoom to find out how to plan for my own personal finance. They are very willing to share, there is a lot of clarity in their advice and they are sort of like a financial GPS that will guide me on my financial planning journey. They did up a one-page insurance summary report to provide clarity on my coverage. In addition, they also did up a cpf report that projected how much I can withdraw from my cpf at 55 and showed me how my monthly CPF Life payout can complement my retirement income. These 2 reports really give me a clearer idea of how I should take charge of my finances. So if you have any questions about financial planning, feel free to reach out to Shawn and Choon Yuan to see how they can make a difference in your financial planning decisions. ~Vijay

   I got to know Jorene and Choon Yuan because their agency (Strategic Alliance) was provider of Employee Benefits for my company. They have been updating me regularly on the latest industry changes such as pre-authorization in integrated shield plans, which will give me peace of mind on my hospital claims and avoid bill shock! They also shared with me the investment opportunities during financial market downturn caused by the COVID 19 pandemic. I am very happy with their service and I have no doubts in recommending them, you will have no regrets! ~ Alec Ting Moi Lung

    I got to know Shawn and Choon Yuan as their agency (Strategic Alliance) is the provider for Employee Benefits for my company. Feeling that it was also timely for me to review my personal insurance coverage, I contacted both of them to help me explore and understand the options available. Due to concerns on the ongoing COVID-19 situation, we conducted our meeting via Zoom. This was really convenient as I could discuss with them from the comfort of my home.
Shawn and Choon Yuan shared with me their approach, which they call the Journey of Health Framework™. Through this, they provided an explanation on how the insurance products function in relation to the timeline of events (e.g, pre-hospitalisation, diagnosis, hospitalisation) as well as how these products address the different needs (e.g, Critical Illness, Personal Accident). What I found helpful was that they were also able to contextualise these information to my situation. Though I had the initial impression of having some understanding of these products myself, they were able to share with me a more detailed and nuanced knowledge of the practical aspects to consider. These aspects may seem minor and are often overlooked but are actually important in ensuring you get the proper coverage. Their sharing has provided me with a more holistic view on how to plan for my health insurance coverage.
Throughout the interaction, Shawn and Choon Yuan were mindful to allow me to make my decisions comfortably. I felt assured that they had my interest at heart and not because of a desire to blindly close off as many product sales as possible. I am sure you would find the same assurance, too.~ Shafi'ie

 Just like most of you, I tend to be wary whenever insurance agents approach me at shopping malls or cold-call me. Unsurprisingly, I was equally sceptical when Choon Yuan first contacted me out of the blue. Thankfully, he was not pushy, and merely left me a whatsapp message with a link to his website.

After perusing the testimonials on his Wall of Trust, the key characteristics which resonated with me were his "strong after sales service" as well as his emphasis on "holistic financial planning". I have sadly encountered more than a few agents who are sales driven, and who neglect you once the sale is done. I thus kept an open mind and met Choon Yuan for a chat. Choon Yuan came across as someone earnest and well versed in investments due to his banking background.

Choon Yuan consolidated my multiple insurance policies in a spreadsheet and shared how my policies could complement each other in my portfolio. Next, Choon Yuan and I used the Goalsmapper tool to map out various scenarios for my retirement planning. These scenarios allowed me to make an informed decision. An individually tailored financial analysis report was generated for me at the end of our Goalsmapper session. There was never any pressure from Choon Yuan to purchase additional policies from him to beef up my portfolio...he instead went through the various options recommended by Goalsmapper and left it to my discretion.

I am impressed by Choon Yuan's work ethic as he has demonstrated professionalism and helpfulness. So much so, that I am now adding my own testimonial to his website.

Choon Yuan's commitment to "after sales service" has cemented my trust in him. I shall be recommending him to my family and friends in the future. 

~ Dr Glenn Tan