Doran Wah Yi Xuan (MAS Rep No. WYX300593610)
Approval Code: 616/13Jun22
Disclaimer: https://www.prudential.com.sg/fc-info
Representing Prudential Assurance Company Singapore
Doran Wah Yi Xuan, IBFQ, AEPP®
Senior Financial Consultant
Prudential Assurance Company Singapore
Member Of Radiance Group
Co-Founder of Prospersaurus®
Recommend Me!
Member of Insurance And Financial Practitioners Association Of Singapore (IFPAS)
Member of Estate Planning Practitioners Limited (EPPL)
About
Awards & Accreditation
- Prudential FasTrack (2022)
- Prudential Quality Club Elite (2022 – 2023)
- Prudential StarClub (2022 – 2023)
- Million Dollar Round Table (2024)
- Asia Pacific Financial Planner Award (2023)
- Brenda Tan Org. Top Financial Consultant (PC$) (2023)
- Brenda Tan Org. Runner Up Financial Consultant (ARP) (2022 – 2023)
- Brenda Tan Org. Runner Up Financial Consultant (PC$) (2022)
- B.Bus (Supply Chain & Logistics)
- Institute of Banking & Finance (Level 1)
- Associate Estate Planning Practitioner (AEPP®)
HOW I MET MY FINANCIAL CONSULTANT - Volume 1
I believe that Financial Planning is about understanding your own needs and working towards your goals in life. My goal is to share the basic understandings of Financial Planning such that you can make better financial decisions.
I wrote this with the idea of sharing the general concepts; the world is every changing, if you have these concepts with you, you will know how to adapt accordingly. I hope after reading this book, you will learn something!
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Services
Net Worth Analysis
Retirement Planning
Cashflow Analysis
Insurance analysis
Legacy Planning
financial ratios
Testimonials
Joshua Chan
Project Executive
Doran is reliable and you can depend on him for his advice. He is knowledgeable on his work and provides his honest opinion, taking the initiative to provide the best solution for his clients.
It’s difficult to find someone who is as passionate in what they do and someone who always maintains a positive attitude.I would definitely recommend doran to anyone who is looking for a dependable financial advisor.
Yeow Yi Zhi
Control Tower Executive
Doran has helped me realise that my coverage for medical (accidents/hospitalisation) was not enough and helped me find the best possible plans suited for me.
He has provided me with very clear information on the plans provided and coverage on each plan.
Thanks Doran and I trust that I am in capable hands now!
Sin Ying Hong
Business Analyst
Doran is an extremely patient and detailed person, who always goes the extra mile to help his client/friend.
We began the conversation about a year ago and only settled down on discussion this year. Unlike many other financial advisors that focuses on what they sell, Doran went to the extent of analysing each and every existing policy of mine before he propose any changes to my portfolio, which I greatly appreciate.
He also took time to write up various proposals for me to choose from, and prepared materials that can help me along the way.
His sincerity and genuine passion for his work is what ultimately gained my trust. When it comes to financial planning, I always believe in working with someone that will look out for my interest. Seeing how much effort Doran put into his work and client, he is the person that I will always recommend to people.
Whitman Chng
Seafreight operations supervisor
Doran is an outstanding insurance agent who truly cares about his clients. I couldn’t be happier with the service he provides. He is not only professional but also personable, taking the time to get to know me and my family’s needs. Doran is always quick to respond to any questions or concerns we have and goes above and beyond to make sure we are satisfied with our policy.
He takes the time to understand our unique needs and finds the best coverage options to fit our budget. His knowledge of the industry is impressive and he is always available to answer any questions or concerns we have. I highly recommend Doran to anyone in need of insurance services.
Liao Muquan
Business Analyst
Doran has been very detailed and meticulous since the first day I met him.
He did a very good job draft out a very comprehensive financial portfolio for me which provide clear information and opinions on my current financial plans.
Moreover, he is very passionate to help people to realise their financial goals which is kind of gem in current financial industry.
Hope he can keep it up this good work and spirit.
Definitely I’m going to recommend Doran to anyone who need financial adviser.
Alfyan
Tennis Instructor
Doran is experienced and enthusiastic in what he does. He is very meticulous in his job and provides really good analysis on his clients financial profile.
Doran is down to earth and enthusiastic. Spends time to find out the clients needs and wants. To then recommending the perfect product package for the client.
Ang Wei Sin
Shipping Executive
Doran is patient and meticulous in what he does, and will go the extra mile to provide his best financial advise. Besides providing customise financial portfolio for the ease of understanding, he is also people orientated and transparent in the products he offers, making sure that the products that he recommend fits what I am looking for.
Fu YingYing
Educator
懿轩 是我的一名学生，上学时就很有礼貌，毕业后我们联系上知道他是一名保险员，为此向他咨询了很多保险的专业的知识，他都一一解答，让人简单易懂，同时他会帮你制定双语的保险书，让你一目了然的知道自己都买了什么保险，有什么是要更换的，什么保险是需要补充的，他都能耐心的帮你分析，热心的为你讲解，是个尽职尽力的保险经纪人，为此向大家强烈推荐！他的专业知识完全可以帮到大家并为大家提供优质的服务！