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Derrick Yeo Heng Wee

Professional Title: Financial Consultant

RNF No: DYH300725449

Million Dollar Round Table (MDRT) - 2025
AIA Awards

AIA FA Prestige Club (Titanium) – 2025
AlA High Net Worth Prestige Club
– Senior Prestige Wealth Manager – 2025

Derrick joined the financial industry in 2023, driven to make meaningful impacts in the lives of others. He has quickly gained recognition as a Senior Personal Wealth Manager for his dedication to providing holistic financial planning and personalized solutions.

Serving a diverse clientele, including professionals such as directors, lawyers, and CEOs both in Singapore and abroad, Derrick offers a comprehensive range of financial services designed to meet the unique needs of each individual and family. He takes pride in helping his clients create strong financial foundations that allow them to thrive in both their personal and professional lives.

He specializes in helping young adults navigate the early stages of their financial journeys, offering tailored advice on how to safeguard their lifestyles and achieve long-term goals 5-10 years earlier than expected. His areas of expertise include retirement planning, wealth accumulation, and goal-setting, where he works closely with his clients to ensure they are well-prepared for whatever the future may bring.

A strong believer in continuous growth, Derrick is committed to expanding his own knowledge and skills to better serve his clients. He envisions a financial landscape where everyone, regardless of their stage in life, has the tools and guidance to live the life they truly desire.