Ivan entered the financial consultant career as a Financial Consultant after attending one of Advisor’s Clique’s (Advisors Clique is a group of financial consultants representing Great Eastern Financial Advisers Private Limited(GEFA)) internship programs to learn about the nuances in Financial Planning.

Growing up in a dysfunctional family, Ivan experienced first-hand the financial and emotional impact of a lack of emotional and financial literacy in his household. To make ends meet, he lived below his means and worked multiple part-time jobs to supplement income at home and save up enough to fund his own university education. Due to his unique experiences, he made it his mission as a financial consultant to share his experience and expertise on financial and emotional literacy with people he meets to help guide them towards their personal and financial goals.

He firmly believes anything worthwhile that lasts should be built on well-cemented foundations, and a sound financial plan is hence an essential tool that guides a person towards achieving the things that want.

In his free time, Ivan enjoys upskilling himself through courses such as the Associate Estate Planning Practitioner (AEPP®) to further his knowledge of financial and estate planning to help individuals and families come closer together. Apart from that, he is passionate about teaching and coaching, as he involves himself through tutoring, facilitation, and Toastmasters to understand where others are and help guide them where they want or need to be.

Instagram: @ivan.yeowjh