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Soh Yong Ping

Professional Title: Financial Consultant

RNF No: SYP300714075

Million Dollar Round Table (MDRT) - 2024, 2025
International Dragon Award (IDA) - 2025
AIA Awards

AIA FA Centurion Club – 2025
AIA High Net Worth Prestige Club
– Prestige Wealth Manager – 2024
– Executive Prestige Wealth Manager – 2025

Other Certificates

Associate Estate Planning Practitioner (AEPP)
Institute of Banking and Finance Qualified (IBFQ)

I began my journey in financial consultancy in 2023 while pursuing a Bachelor’s degree at SUSS, majoring in Supply Chain Management with a minor in Business Analytics. Despite being new to the industry, I am honored to have achieved MDRT in both 2024 and 2025, as well as being recognized as an AIA FA Centurion in 2025.

My passion for financial consultancy stems from a deeply personal experience. In 2019, my mother was diagnosed with cancer—a life-changing event that gave our family firsthand insight into the critical role that financial planning plays in protecting our loved ones. This experience shaped my belief in the importance of proper planning, not just as a safety net but as a powerful tool to build and grow wealth. Beyond numbers and policies, I view this career as an opportunity to build meaningful relationships and guide clients through both their financial and life journeys. For me, financial planning isn’t just about securing the future—it’s about achieving balance, where we can enjoy the present while preparing for the life we aspire to.

I am privileged to serve clients from all walks of life, with a particular focus on fresh graduates and parents. Whether it’s helping young professionals lay the foundation for financial independence or supporting families in securing their future, my approach is always tailored to each client’s unique goals and aspirations. My expertise lies in retirement and legacy planning for pre-retirees and retirees, as well as guiding fresh graduates in making informed financial decisions early in their careers. No matter where my clients are on their financial journey, my mission is to empower them to take confident steps toward their dreams.