AFFINITY GROUP
All team members
Joseph Yong
REP NO. YKL300251274

Wealth Consultants · Affinity Group

JosephYong

Wealth Consultant

Ex-Bank Wealth ManagerInvestmentsRetirement & CPFEstate & Legacy

Before joining the financial advisory industry in 2018, Joseph spent five years as a wealth manager in the affluent client segment of a global bank, growing clients' investment portfolios and tailoring insurance solutions to protect their wealth. He made the move to an independent platform to add more value — a broader suite of solutions and the freedom to give independent, holistic advice that puts the client's interest first, which he believes Infinity FA allows him to do well. A Bachelor of Commerce graduate in Economics and Finance, Joseph brings energy, sincerity and a banker's discipline to protection, investment, retirement and legacy planning. Married and blessed with three children, family is his greatest motivation and joy — and it shows in how he plans for other families.

“Small, consistent steps compound into life-changing outcomes.”

In Joseph's words
WhatsApp Joseph Email Joseph
WA +65 9661 0929josepha.yong@infinityfa.com.sg

Credentials & recognition

Credentials that count.

Joseph's designations and industry honours — every one of them earned since starting in 2018.

Professional designations & qualifications

  1. Bachelor of Commerce (Economics & Finance)Degree

Behind the role

What Joseph brings to the branch.

Areas of advice

Financial Protection PlanningRetirement & CPF PlanningInvestment & Wealth PlanningEstate & Legacy PlanningEducation Planning

How we can help

Conversations Joseph can guide you through.

Joseph specialises in estate planning, retirement planning and investment management, and is backed by specialist pathways across the branch for everything else.

All services
Estate planning
Joseph's specialism01
Estate planning

Wills, Lasting Power of Attorney, CPF and insurance nominations, trusts and legacy structures, so what you have built passes on clearly, kindly and without dispute.

Retirement planning
Joseph's specialism04
Retirement planning

CPF LIFE, SRS, annuities and income drawdown strategies that turn decades of work into a retirement you can enjoy, including a micro-retirement along the way.

Investment management
Joseph's specialism05
Investment management

Diversified portfolios, unit trusts, ILPs and regular reviews built around your risk appetite and time horizon, not market noise.

Insurance advisory
02
Insurance advisory

Life, health, critical illness, disability and long-term care cover, reviewed against what your family actually needs rather than what a brochure suggests.

Personal financial planning
03
Personal financial planning

One honest picture of your income, spending, debts, CPF and goals, turned into a plan you can actually follow as life changes.

Tax planning & optimisation
06
Tax planning & optimisation

Making sensible use of SRS, CPF top-ups and relief-eligible structures so more of what you earn stays working for you.

More of the team

You'll never be advised alone.

Start a conversation

Whether you are protecting a young family, planning retirement or thinking about your business's next chapter, the first step is a relaxed, no-obligation conversation.

Careers at Affinity ↗
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