By Woman
For Women
Jeannie Loo
A Different State of Mind
Jeannie Loo
Senior Financial Consultant
With a passion for empowering individuals and businesses to make informed financial decisions, Jeannie is committed to providing tailored guidance and support to help clients achieve financial success:
With a heart to serve, Jeannie achieved Premier Bronze in 2021 and 2022, as well as Top Rookie Financial Consultant in 2021 in her agency. Her consistent hard work and efforts led to her promotion to Senior Financial Consultant within 8 months of joining the industry and achieved is Runner up in EBZLife category 2022 for Enterprise Business Solutions,
Jeannie specializes in Enterprise Business Solutions for SMEs, Succession Planning and Business Continuity for business owners. With her deep understanding of the unique challenges faced by business owners, deannie is dedicated to helping her clients navigate through complex financial scenarios faced by businesses to provide clarity and tailored solutions for her clientele.
As a trusted financial consultant to business owners, Jeannie works closely with clients to develop customized solutions to meet their specific goals and objectives, Jeannie is keen learner who believes in providing excellence in service. She consistently strives to improve herself to add value to her clients and people around her!
Nur Suriani
Admin Executive
Jeannie has definitely educated and provided me with the bigger picture on the importance of securing insurance for oneself, from her five-finger approach to frequent checks to ensure that I have my emergency savings, which has helped me so much in seeing financial planning and understanding insurance in a different light.
She has also provided me with various types of policy options for me to decide what works best for me and ensure that I am fully insured. She is always checking in on my well-being and providing frequent updates on my policies.
Thank you, Jeannie, for being the one financial advisor who has truly assisted me in shaping my future! You're doing amazing! Keep spreading the awareness!
My Services
Trusted Financial Consultant in Singapore | Wealth, Insurance & Retirement Planning
Looking for a reliable financial consultant in Singapore? Jeannie Loo offers personalised financial planning solutions to help you secure your future. From life insurance and investment planning to retirement strategies and CPF optimisation, Jeannie provides expert advice tailored to your goals.
With years of industry experience, Jeannie helps working professionals, families, and business owners make smarter financial decisions with confidence.
Life, Health, CI, Accident
Insurance Planning
Insurance planning protects what matters most — your health, income, and loved ones. With the right coverage at the right time, you gain peace of mind and financial security for whatever life brings.
Wealth Accumulation
Investment & Savings
Build your future with smart savings and investments. Whether it’s for a home, retirement, or rainy days, growing your money today gives you freedom and stability tomorrow.
Securing Your Future
Retirement & CPF Planning
Retirement isn’t just about stopping work — it’s about living on your terms. With proper CPF planning and tailored strategies, you can build a steady income stream and enjoy the lifestyle you’ve worked hard for.
Asset Distribution
Legacy & Estate Planning
Ensure your loved ones are cared for and your wishes are honoured. With proper estate and legacy planning, you leave behind more than assets — you leave clarity, security, and peace of mind.
For the Future Generation
Education Planning
A quality education opens doors — but it comes with a price. With early and strategic planning, you can fund your child’s dreams confidently while staying on track with your own financial goals.
Book a Consultation with Jeannie Loo
Schedule a convenient time to discuss your financial goals with Jeannie Loo, your trusted financial consultant.
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