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Genevieve Yeo

Genevieve Yeo

Senior Financial Planner

"The future belongs to those who prepare for it today."

About Me

Producer Club

Star Club - 2023

Genevieve have always wanted to impact people around her with her knowledge and skills in the course of her career, hence she joined the medical industry previously. When she realised that financial health is as important as personal health, she decided to explore the financial industry. From being a mathematician, to a detailed planner, a perfect administrator, a financial controller, a psychologist, a doctor, a recruiter, a marketer and a good friend all at once, it’s an honourable role to be in a financial planner because we need to be an all rounder. With the various expertise gain overtime, Genevieve realised that she’s now able to make bigger impacts on lives of others. This fulfils her dream in a significant and impactful way.

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Testimonial

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Care Assistant

Genevieve is a very responsible and proactive insurance agent to be trusted and we feel safe and secured with her attention and most sincere care and concern for our family. She will put herself in our shoes and understand what is best in our interests to offer to us at her best knowledge and ability and within our family budget.

Even though some policies are not under her, she will still be there for us when we asked for her opinion and advice. Very strong and independent lady who can go a long way with our family of 5, middle age parents of low income and 3 young toddlers under 5. We truly appreciate her time, care and sincerity for our family. Thank you.

Ng Pin Pin
Care Assistant

Genevieve is a very responsible and proactive insurance agent to be trusted and we feel safe and secured with her attention and most sincere care and concern for our family. She will put herself in our shoes and understand what is best in our interests to offer to us at her best knowledge and ability and within our family budget.

Even though some policies are not under her, she will still be there for us when we asked for her opinion and advice. Very strong and independent lady who can go a long way with our family of 5, middle age parents of low income and 3 young toddlers under 5. We truly appreciate her time, care and sincerity for our family. Thank you.

Nicole Chong
Embalmer & Chng Hoon Casket

Thank you Genevieve for making me laugh throughout our meet up today, you’re a fun girl to be with and you really make me laugh at the part when you tried to imitate the “smiling yet still need to mumble sorry” face. Hahahaha, each time I think about it I can’t stop laughing 🤣 jokes aside, thank you for being so nice and patient even when you’ve to explain and repeat twice as my hubs walk away to make a phone call, suggesting to me which plan would suit me better instead of just agreeing with whatever plans I asked for. The explanations you’ve gave was really clear and you make sure that we understand whatever we signed up for.

Thank you for taking this time to come down to my area even when I’ve postpone the timing so many times due to my working schedule. You’re really very accommodating and I’m really sorry to keep making you wait for me.

Once again, a big thank you to you, definitely will intro people around me to look for you if they need an insurance plan! 🥰

Stephanie
Teacher

Genevieve is a professional, competent and pleasant Financial Planner who pays attention to details. She tries to understand her client profile and needs and comes up with a few personalized plans and  recommends what is most suited for them after going through a discussion.

It was easy and comfortable to converse with her because she is sincere and really here to help us make the best decision according to our needs. When in doubt, Genevieve has been patient in answering all our queries even when it includes comparison of policies from other companies. She is prompt in sending us information such as a breakdown of bills for the different scenarios when requested. She is organised with her information and presents it in a clear and transparent manner. In our dealings with her, she is always welcoming, willing to share and willing to listen.

Her sincerity and care for her clients can be felt when she delivers festive treats personally (not forgetting to prepare a small treat for our young child as well) and sends us a care package of fruit basket when my family was down with Covid 19. It may be a small gesture but we know that she holds her clients close and gives us good confidence and faith that she will indeed ‘take care’ of us should we require her service in future.

We are happy to engage Genevieve as our family’s financial planner and advisor. We look forward to having her take care of our family for heath and wealth from here on.

Celine Leotricia Wijaya
Piano Teacher

Genevieve can understand what a customer need. She consult through all the things one by one with the customer so the customer won't choose the wrong insurance policy. She's also treat customer like her own family. Really happy to meet Genevieve. Thank you so much 🥰

Joanne Soen
Manager

I met Genevieve at a roadshow. During our first meeting, she was very friendly and listened to my needs patiently. We met up again 2 weeks later, she was well prepared to answer all my needs. I was very impressed that she scribbled the illustrations on the paper and explained to me bit by bit. Her illustration was simple and easy to understand in layman term. I am very happy to purchase AXA products from her.

Junel Baet
Music Teacher

Genevieve is a genuine and competent agent who takes time to understand what her client needs. She only recommends what is need for you, gives you the breakdowns and she knows her product knowledge well not just on her own products but also across all companies (competitors).

Her presentation makes it easy to understand and she really takes the time and effort to get to know the customer’s wants and needs.

I will highly recommend Genevieve if you’re looking for a competent and patient agent :-)

Cheryl Yeo
Administration Staff

When it comes to insurance, obviously I was very skeptical about it. As I'm constantly worried what happen if that is not what I wanted or why isn't this covered, etc.  All these worrisome issue were gone when I met up with  Genevieve, a financial advisor. The way she prepared and presented the insurance plan, I could see the professionalism in her. She could understand what I wanted and deliver it. When I'm confused on certain issue, she would gladly explain to me again which gives me the sense of assurance that it will be taken care of. Before she presented what was suitable for me, she will do a little assessment and will ask what is my expectation on it.

Those effort that she put in truly shows her heartwarming character that makes me feel very reassuring to trust. One thing for sure, she doesn't forget who are her clients as she does follow up calls or text to find out how's everything every few months. Therefore, I'm really very grateful to have her as my financial advisor.

Kooi Fei
Public Servant

Genevieve is personable. She is patient to understand our needs and only recommends products that are relevant to us. She gives clear explanation of the different products and their differentiating factors, enabling me to make informed decisions on whether to make a purchase. She also cares for my family - with offers for kids activities and goodies for my family.

Lynn

Genevieve did a very good job in explaining the policy. She is friendly and also very knowledgeable. I appreciate that she took the extra mile to understand my financial circumstances and recommend me a insurance policy that suit me best hence I didn't have much doubt to switch over my old policy to her. Really glad that I met Genevieve. Thank you so much! ☺️