Yuan Yuan
AIA Wealth Manager | Family Protection & Retirement Cash Flow
I'm a financial adviser who came from a background in design and product. Today I share knowledge about Singapore insurance, savings, retirement and family protection on Xiaohongshu and WeChat Channels.
I'm not one to push for a sale. I'd rather make the complex products, fine print and cash flows genuinely clear — so that the people who truly need cover can choose with full understanding.
Every family's income, responsibilities, risk appetite and goals are different. My job isn't to get you to buy more, but to help you see clearly: what must come first, what can wait, and what you simply don't need.
Make protection clear, and arrange the future, steadily.
Figures as of June 2026 — verifiable on AIA's official profile
What I care about was never just closing a policy — it's standing with you through every step of a claim, the moment you truly need it.Verify on AIA →
What I can do for you
Comprehensive planning across every stage of a family's life — from protection to legacy.
Education & Retirement Planning
Long-term, steady arrangements for your children's education and your own retirement, so every milestone ahead is well supported.
Asset Allocation
A holistic view of your portfolio, shaped around your goals and risk appetite, so your wealth sits well at every life stage.
Critical Illness & Life Protection
A line of defence for you and your family against illness and the unexpected, cushioning the impact of uncertainty.
Family Protection
From medical to income, a connected protection system for the whole family — not a scatter of standalone policies.
Real planning, real considerations
Every plan begins with a real family's specific needs. Below are a few anonymised case studies.
Real trust is earned through every careful conversation.
I first reached out to Yuan Yuan because I'd just started working and knew nothing about insurance. She didn't rush to sell me anything — she walked me through my company's group cover and what I actually needed, and told me what to get now versus what could wait. That no-pressure approach is exactly why I trust her.
After buying our home we worried about the mortgage risk, but dreaded being sold a pile of things we didn't need. Yuan Yuan worked it out clearly, filled only the real gap, and kept the premiums sensible. Professional and genuine — I've referred several friends.
With a new baby everything was chaotic, and it was Yuan Yuan who reminded us to "secure the parents' cover first, then plan for the child." She thought it through more carefully than we did. The education savings plan was explained so clearly that we understood every part before deciding.
As someone who didn't grow up here, I knew nothing about finance or insurance in Singapore. Yuan Yuan's patience and professionalism put me at ease — she always breaks complex plans into logic I can follow, and always thinks from my side.
What really tests an adviser is when something goes wrong. When my family member was hospitalised, Yuan Yuan handled the whole claims process and paperwork with me, taking so much off my plate at the most anxious time. That after-care is why I've stayed.
Want to talk through your situation?
The first conversation is always free. I'll start by helping you and your family make sense of your existing coverage — objectively.