Hervey Yong, RFP

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Pulau Pinang - North Seberang Perai


YES Financial Berhad

License number


Range of fee

from RM1,501 up to RM3,000

About Hervey Yong, RFP

High-performing financial advisor with 8 years of experience. Highly skilled in the client education fund, retirement planning, estate planning, wealth accumulation financial planning, and analysis. Establish a position in Financial Services at Penang, Kedah, and Ipoh. In my business career, I raised client satisfaction scores from 75% to 89% through automation to free up more time to spend with clients. Maintained client returns 6% higher than the team average.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Succession Planning (planning for business continuation), Family Office (holistic family management),
Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family),
Financial Security (ensuring stable stream of income for individual / family),
Credit Protection (debt and contingency planning),
Child Tertiary Education Planning (securing your children's education),
Retirement Planning (pre and post retirement planning, management of retirement fund),
Estate Planning (timely wealth distribution),
General Accumulation / Emergency Money (management of savings for other use)

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