Zheyuan Zhang

Associate Director

MDRT & GELAC QUALIFIER
Certified Associate Wealth Planner
FORMER INTERN & TOP STUDENT ADVISOR

“The most costly mistake one could make in their financial journey is never starting at all.” Knowing how daunting managing your own finances can be, it’s my life’s passion and mission to make sure my clients sleep peacefully at night knowing their finances are optimised and managed well! I do so by making sure every single dollar is allocated efficiently, and every major decision made strategically.

I’ve grown my clientele base by doing what I do best - building & maintaining close relationships for the lifelong journey ahead. When I say lifelong, I mean it too. I want to make sure that everyone gets a personalised experience that suits their needs and goals, no matter how grand or modest it may be!

I’m currently 6 years into running my advisory practice and the biggest takeaway I’ve had is this: The learning NEVER stops! I love learning, and I always try to use that to my advantage. I make sure I’m up to date with the latest trends and topics to maintain financial fluency in our dynamic economy.

On that note, I’m always on the hunt for people who would make up my dream team! If you’re a like minded spirit who has a passion for helping others in their financial well-being, please do get in touch with me; I’d love to talk!

While you’re still here, I have a few articles on my page talking about the ins and outs of what I do, and how I do it. Go and give them a read!

“My mission in life is to use my expertise to lead the unguided or lost to a more meaningful and successful life.”

Health Insurance Plans

GREAT Care Shield

All it takes is one. Get up to a lifetime of disability payouts.

GREAT Home Protect

It provides extensive all-risks coverage to protect your building, renovations and even household contents. Additionally, you will not be penalised for under-insuring your home as the policy pays out on a first loss basis.

GREAT TravelCare

With a wide range of benefits, including optional coverage for pre-existing conditions, you can enjoy every moment of your journey knowing we’re here for you. Perfect for adventurers and leisure travellers, GREAT TravelCare offers the protection and peace of mind you need to explore the world worry-free.

Personal Accident Insurance

GREAT Junior Protector

an affordable personal accident plan that provides comprehensive worldwide coverage against accidents, sickness1 and specified Infectious Diseases from as young as 15 days after birth or 15 days after discharge from hospital, whichever is later. Plus, you’ll receive up to S$150 per day in the event of hospitalisation as well as accidental medical expenses reimbursement, giving your child the preferred medical care to recover well.

GREAT Golden Protector

Designed for individuals aged 40 and above, GREAT Golden Protector offers extensive personal accident coverage of up to S$405,000* for the best possible medical treatment and care you need after an accident. This plan also provides 24/7 worldwide coverage, including a comprehensive range of post-accident benefits by Traditional Chinese Medical practitioners, chiropractors and Allied Health professionals to support your recovery.

Essential Protector Plus

a personal accident plan, gives you the confidence to live life to the fullest no matter where you are. This plan is tailored to provide a double reimbursement limit1 for medical expenses while you are overseas. Plus, it provides a daily hospital income upon hospitalisation and offers a lump sum payout for accidental permanent disablement or accidental death.

GREAT Junior Protector

GREAT Maid Protect

Running your day-to-day household and family needs can be hectic without the help from a domestic helper. You’ll want to ensure that she is well covered against any accidents and you are protected from your liability as her employer.

Drive and Save Plus

With Drive and Save Plus, you can count on us for hassle-free claims processing and quality car repair services at your workshop of choice in the event of an accident.

SG60 Family Campaign

Great Bundle of Joy

Time is precious when you are building on your achievements, goals and dreams. That’s why we’ve made getting affordable lifetime protection even simpler and easier for you.

Wealth Accumulation

Great Single Premium

Enjoy guaranteed returns of 2.00% p.a.* upon maturity Grow your wealth with GREAT SP, a single premium non-participating endowment plan that offers guaranteed returns of 2.00% p.a.* and a capital guarantee upon maturity.