TAG YOUR FIRST STEP FOR SUCCESS

Phebe Yeo

Let’s start your tomorrow, today

AEPP®, Master of Arts, Music Education,

Bachelor of Arts (BA), Piano Performance and Conducting

Prudential Senior Financial Consultant

Phebe was a music professor and performer in the USA for 12 years before returning to Singapore. Her life took a turn following her divorce and the passing of her father due to cancer. In 2019, she joined the financial industry after witnessing her mother cope with the financial plans in place then. Being a single mother and sole breadwinner for her two kids, she aspired to empower women through financial literacy.

She enjoys listening to people’s intimate stories and helping them materialise their dreams. Her first approach is to forge friendships and earn their trust by being a good listening ear. Instead of appearing as a product seller, she puts herself across as a friend who sincerely wants to know them better. In her diversified network, she also assists business owners and entrepreneurs with their financial goals and protection with confidence and ease.

She does a lot of research on topics beyond finance such as mental wellness and invites clients to her Instagram Live and webinars to discuss them. With the use of concepts in her presentations, she turns unfamiliar subject matters into digestible and useful information. Her value-added services help clients stay abreast of the times in this ever-changing world.

With her creative and outgoing personality, she believes in freedom of choice and never decides how her clients should live their life. She provides them with options, and solutions, and she stands by them regardless of the choices they make.

She sees her journey as a small, planted seed that eventually grows into a tree. By being genuine and giving, it does not matter how much or little experience she has. It is with these TAGroup values that she affirms herself to have a giving heart and mind, and her clients will naturally grow with her.

Specialisations

Experience

Financial Consultant, Prudential Assurance Company Singapore

What people say about me?

Phebe is approachable, friendly, and reliable. She doesn’t make me feel awkward and I don't feel like I'm being lectured. I get my questions answered and I can hear what I need to hear, plus she’s always contactable, haha!

Carissa PhangClient

Phebe is confident and informative. She listens well to what we have before suggesting her products. Her greatest value is her genuineness and sincerity.

Wong YuxiangClient

Phebe is very thoughtful and helpful with our financial planning. She makes an effort to not 'push' any product offerings to us, but rather guide us in our financial planning and considerations. She also takes time and effort to help us with the necessary logistical arrangements for medical reviews, and to see all the tasks and activities to their closure. She gave us the information and advice for us to make our own decision on what we'll want to do with our financial planning.

Tay Kwee ChoonClient

First impression always counts. Phebe was always early, keeping to her appointment very well and communicated very well to me regarding this. Precise and detailed, not leaving anything to chance. Phebe’s knowledge on the various insurance plans was very good and detailed, covering areas that were important and more importantly, covered them in detail so that we better understood what each statement meant. My son who had questions was able to ask them and got clear concise and informative answers and could better understand the policy he was getting. Overall, I would recommend Phebe for her professionalism and her dedication to a tough task of helping people understand and choose which policy he or she would need rather than what he or she might want and may not serve its purpose beneficially. Great dedication Phebe, keep it up. God Bless.

SIA Captainin his 50s with family

Phebe puts complex policy concepts to simple layman terms that can be understood easily. She puts me at ease at our meetings and open to share and discuss possibilities to work around the challenges/limitations I may have. Not sure what you need? Looking for an open mind & conversation? Speak to Phebe to explore possibilities & opportunities.

Manager, Employment Facilitation, Manpower & Talent Division, 38

Phebe adds a personal touch to the hard issues of personal protection, investment and Lifelong financial planning. She will listen to your needs and propose suitable options for consideration and decision making. If you are looking for a diligent, sensitive and responsible financial consultant then I recommend speaking to her!

Managing director, German MNC, 54.

Phebe wasn't my first insurance agent, in fact she was one of many agents that I have servicing my policies. What makes her stand out is that she is not pushy about selling polices to achieve targets but holistically reviews your needs and requirements before coming up with a solution to best fulfil them. She actually told me that I didn't need what I initially wanted to get and told me not to proceed with buying anymore polices even. Highly recommended to let her review your policies to determine your current insurance needs and requirements

Lieutenant Colonel, 40s, family man

As a community of mostly creative entrepreneurs, financial matters has always been an elusive and even, mind-boggling issue. Phebe has successfully highlighted problems and offered practical solutions before one can achieve their financial goals to the members. Her honesty and willingness to go beyond to attend to each member are much appreciated, especially when Phebe is a good mix of a creative and business and angel. Her fund of knowledge is an added value to anyone seeking financial assistance.

Jeannie YeoSocial+Community and Marketing Manager, CRIB Society