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Brian Neo

About Me

About Me DP

+5

Years of

experience

4.9

+200 Reviews

WHO AM I

Blending Financial Strategy with Metaphysical Clarity

Hi, I’m Brian. I help people find clarity — in their finances, their choices, and often, in themselves.

I didn’t start this journey from a place of ambition. I started it from pain. My family once faced a financial crisis brought on by unexpected medical bills. We had to make hard decisions, change the way we lived, and carry stress that no one should have to carry alone. That experience shaped me — and it’s why I do what I do today.

With over 5 years of experience in the financial industry, I offer holistic solutions that span across Life Insurance, Investments, Corporate Risk Planning, Business Succession, and Legacy Planning.

Over time, I noticed something: people weren’t just seeking policies or numbers. They were looking for meaning, inner peace, and direction in everyday life.

That’s when I began to weave in the practice of Chinese metaphysics systems like BaZi (八字), Qi Men Dun Jia (奇门遁甲), Yi Jing (易经), and Feng Shui (风水) to help people understand themselves and the seasons of life they’re moving through. Because sometimes, it’s not just about what to do. It’s about when, and why.

Today, my work blends both worlds — the financial and the metaphysical — to help people move forward with both strategy and soul. Whether you’re here to protect what matters or realign with what matters most, I’m here to walk that journey with you.

+200

Expert Employees

+200

Completed Projects

+200

Happy Customers

+98.9%

Customer satisfaction

My Vision

To create a world where the future no longer feels uncertain — where people move through life with quiet confidence, because they are financially secure, emotionally anchored, and deeply attuned to who they truly are. A world where choices are guided not by fear, but by clarity. Where wealth is not just accumulated, but aligned. And where each season of life unfolds with grace, purpose, and peace.

My Mission

To walk alongside individuals and families with clarity and care — weaving together practical strategy and ancient wisdom. To help them protect what they hold dear, grow with intention, and make decisions that not only make sense, but feel right in the soul. Because a well-lived life isn’t just built with plans, it’s guided by purpose, timing, and the quiet confidence that comes from truly knowing oneself.

Business meeting
Brainstorming

What do I do?

Holistic Financial Solutions for Every Season of Life

I offer tailored financial strategies to help you protect what matters, grow your wealth, and plan with confidence. Whether you’re building your future, securing your family, or realigning with your life’s direction, each service is designed to support you with clarity, care, and long-term purpose.

Life Insurance Advisory

Investments Management

Corporate Insurance

Pets & Lifestyle Insurance

Estate & Legacy Planning

Retirement & Passive Income

Modern Office

Need help?

You need consultation to grow your business?

Customer reviews

What my customers have said about me

To walk alongside individuals and families with clarity and care — weaving together practical strategy and ancient wisdom. To help them protect what they hold dear, grow with intention, and make decisions that not only make sense, but feel right in the soul. Because a well-lived life isn’t just built with plans — it’s guided by purpose, timing, and the quiet confidence that comes from truly knowing oneself.

average rating is 5 out of 5

One Stop Solution For Your Insurance

"I just graduated from university and honestly had no idea where to start with insurance. It felt overwhelming with so many options out there and no clue what I actually needed. But Brian made the whole process really easy to understand. He was super patient and took the time to explain the differences between the plans, without using confusing jargon or pressuring me.

Since he partnered with multiple insurance providers, he could give me a fair, unbiased comparison of what's available. That really stood out to me because it felt like he genuinely cared about helping me find the best fit, not just trying to push a product.

Thanks to him, I now have coverage I feel good about, and I learned a lot through the process too. Super thankful for his help!"

Yun Lin

Yun Lin

Fresh Graduate

average rating is 5 out of 5

A Turning Point in My Son’s Recovery Journey

"My 26-year-old son was diagnosed with depression in 2022 and completely shut down. He stayed in his room all day, refused therapy, and wouldn’t speak to anyone — not even when we arranged home visits with professionals.

In March 2024, a friend introduced me to Brian. Over the next few months, he used QiMen (奇门) to guide us on small home energy changes and gave my son simple tasks like lighting a candle or getting sun at specific times.

By August, my son told me he was ready to seek professional help. Since then, he’s been in treatment and has even returned to university. I truly believe Brian played a big part in helping us reach this breakthrough."

Siang Yee

Siang Yee

Housewife

average rating is 5 out of 5

Fixing My Insurance Mess

"I didn’t realise I was overpaying for insurance until I met Brian. I had bought all my policies from a childhood friend, so I didn’t think much of it. But over time, I was struggling. My insurance premiums took up nearly 40% of my take-home pay, and I could barely save or spend on myself.

I thought this was just part of being a responsible adult, that this was what everyone went through.

Then I met Brian. He took the time to go through my policies and helped me understand how much coverage I actually needed. He explained that everyone’s insurance should be tailored to their own income, expenses, and life goals. Most importantly, he made me realise that insurance shouldn’t feel like a financial burden.

Jun Leong

Jun Leong

Project Manager

average rating is 5 out of 5

I Finally Stopped Gambling and Started Investing

"I started investing because I wanted to build wealth for my future. Even though I had been learning from YouTube videos and blogs, my portfolio was in the red. I asked friends for advice and kept changing my strategy, but nothing worked.

Then I got to know Brian through a friend. He took the time to explain the difference between real investing and what I was actually doing — which, in hindsight, felt more like gambling. He shared his knowledge with me and helped me take a more structured and informed approach.

Since then, I’ve trusted him to guide me through the market. He regularly shares his views and helps me decide whether to invest, switch funds, or stay put. For the first time, I’m finally seeing profits in my portfolio."

Lisa Poh

Lisa Poh

Internal Auditor

average rating is 5 out of 5

Designing The Life I Want for My Child

"As a first-time mum, I was overwhelmed. I knew I needed to start planning financially, but I had no idea where to begin, especially with a baby on the way. That’s when I met Brian, and it honestly made all the difference.

He didn’t just go through insurance plans with me. He took the time to understand my concerns as a new parent and guided me through everything I needed to think about not just for myself, but for my baby’s future. From planning for medical costs and child protection, to budgeting for future education and designing the kind of lifestyle I want to provide for my child.

Additionally, he shared really helpful information about government schemes and available subsidies, which I wouldn’t have known about on my own. He explained everything in a way that was clear and easy to follow, without making me feel judged or overwhelmed."

Jamie Guo

Jamie Guo

Business Analytics

+100

Life Transformed

+200

Clients

4.9

+200 Reviews

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