Loh Zhi Yu (Rep No: LZY300474911)

After graduating as an intern with GE, Zhi yu embarked on this career as she loves connecting with people, especially young millennials, who wish to achieve financial freedom at a younger age.  She is genuine, positive & bubbly. Her clients will be assured as she gives her best in everything she do and constantly puts them before self.  

Qualifications

Chartered Financial Consultant (ChFC) | Diploma in Accountancy (Merit)

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Other Team Members

Xlitude is a group of financial adviser representatives representing The Great Eastern Life Assurance Company Limited.  We are a team of qualified financial advisers representatives, affiliated to Office of Philip Loh (OPL). Our aim is to create a group of passionate financial advisors, guided by a commitment to excellence and positive attitude in all areas of work, delivering the best service to our clients.

Young Professionals

  • How do I balance managing expenses and debt, like student loans, and find enough left over to save for retirement?

  • With retirement so far away, when is the best time to start planning?

  • I am ready to invest for my future. Where is the best place to invest my money?

  • How do I build and maintain a good credit score while managing credit card debt?

  • What are the steps to prepare financially for buying my first home, and when is the right time?

How can I maximize tax benefits and deductions to increase my take-home pay?

  • How can I create additional streams of income to boost my financial stability?