Hi, I’m Jocelin

I’m a Financial Planner from Yang Xiuling Organisation, representing HSBC Life (Singapore) Pte. Ltd.
I am dedicated to providing the right advice that best fits my clients’ needs and priorities. I believe in utilising my client's most comfortable budget to help them achieve their financial goals in life. I aim to help my clients benefit from whichever plan they buy, and securing their future with success continues to be my greatest motivation and priority.

OUR SERVICES

Individual Asset Management

Whether you're planning for retirement, saving for a major purchase, or investing for the future, our experienced advisors are here to guide you every step of the way. With personalised strategies and ongoing support, we'll help you achieve financial success and peace of mind.

Business Asset Management

Grow and protect your business with our comprehensive suite of products and services. From financial analysis, business succession to asset protection and keyman insurance, we offer a holistic approach to managing your business's wealth.

Bespoke Wealth Solutions

Experience personalised wealth management tailored to your unique needs with our bespoke wealth solutions. Whether you're an affluent individual, a family office, or a high net worth investor, we offer customised solutions designed to preserve and grow your wealth.

Testimonials

"Jocelin helped me with my retirement planning. Her shrewd and experienced knowledge allowed me to achieve higher earnings in my investments. Therefore, I always refer Jocelin to my friends and family for wealth accumulation."

Mr Shawn, October 2023
"From our conversation and meetup, Jocelin is a very sincere and genuine financial advisor. She suggested plans that are specific to my needs. I feel comfortable around her and rest assured about my future."

Mrs Zeng, April 2024

“A goal without a plan is just a dream; let's turn your dream into your future today.”

Get in touch!

We know that the financial needs for each family or business are unique. Use this form to tell us more about your needs or concerns, and we will be in touch shortly!

Jocelin Yeo
You can email us at jocelin.yeo@hsbc.com.sg to find out more.
Alternatively, you may call us at (65) 9271 8006.

Altus Advisory
an agency unit representing HSBC Life (Singapore) Pte. Ltd.

Name

First Name

Last Name

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How can I help?

Retirement Planning

Estate Planning/Legacy

Health and Protection

Savings and Investments

Employee Health and Benefits

Preferred Appointment Date

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Disclaimer

I confirm that the information I have provided are my personal data. I understand that such information may be provided to HSBC Life (Singapore) Pte. Ltd. ("HSBC Life"). By providing this information, I understand that HSBC Life and their respective representatives or agents may collect, use and/or disclose the information I have provided for the purpose of contacting me about products and services offered by HSBC Life or to assess my suitability to be appointed as a financial representative of HSBC Life as applicable, and I give my consent for HSBC Life and its representatives and agents to contact me for these purposes.