Eileen Soh, ChFC

MDRT Qualifying Member

Chartered Financial Consultant, 2012

Business Studies Diploma

Client

What we appreciate most about Eileen is that she looks at our financial planning as a whole, rather than just focusing on individual products. She truly takes the time to understand our personal goals and the different stages of our life. What stood out to us was how she connected medical planning and retirement planning - showing us that they aren’t separate issues, but closely linked to our long-term security.

This foresight proved invaluable. Eileen guided us to secure comprehensive health and hospitalization insurance that came in incredibly useful during a medical situation. Because of her planning, a stressful event didn’t derail our personal retirement nest egg.

On top of that, Eileen is incredibly proactive. She consistently sources alternative investment strategies and explains them clearly, empowering us to make wise, well-informed investment choices. She breaks down complex ideas in a way that is easy to understand, and provides completely objective advice.

With Eileen’s insight and help, we have been able to transition smoothly into retirement. She remains a deeply trusted partner who continues to guide us, often going above and beyond.

Managing Director at Belimo Automation Malaysia Sdn Bhd / Belimo Southeast Asia Hub

I have known Eileen since our school days, when we were both in the concert band. She has always been a friend whom I could confide in, and that has remained true till today.

With my recent overseas assignment, I consulted Eileen on various matters relating to local and overseas insurance, laws, and beneficiary issues. While Eileen may not have had all the answers immediately, she took the initiative to find out the relevant information and details for me promptly.

I truly appreciate that she always goes the extra mile to help.More importantly, I know that she is someone I can always rely on, especially when it comes to her profession and expertise.

Thank you, Eileen, for being so consistent throughout all these years and for always giving your best to those around you. I wish you all the very best in your career and personal life!

Business Owner

I have had the opportunity to work with Eileen Soh from Avallis Financial, who has been assisting us with both our business and personal insurance planning.

What I appreciate most about Eileen is that she takes the time to understand the bigger picture. Rather than simply focusing on individual policies, she looks at our business risks, personal risks and family protection needs, and considers how these different areas fit together.

Eileen is professional, responsive and thorough in her approach. She takes the time to explain her recommendations clearly and is always willing to go through the details to ensure that we understand the considerations involved.

What sets Eileen apart is her genuine commitment to her clients. She takes a long-term view and regularly considers whether our protection remains relevant as our business and family circumstances evolve.

I would be happy to recommend Eileen to business owners, professionals and families who are looking for a trusted adviser who takes a holistic and thoughtful approach to financial and protection planning.

CEO at Globewerks International Pte Ltd

Eileen and I have been colleagues since our days at Avallis starting in 1997, right up until we established our own event company. Over these past nearly three decades, we have maintained deep mutual trust, and she has had the privilege of witnessing our family grow and watching our next generation embark on new chapters of their lives.

Throughout the years, Eileen has been a tremendous help with our corporate insurance needs while consistently guiding us through changing market conditions. She brings immense passion to financial planning, effortlessly clarifying complex details whenever changes arise in insurance, government policies, or the broader financial market.

Her dedication, deep knowledge, and unwavering integrity over the last 30 years make her a truly exceptional adviser and a lifelong, trustworthy friend.

CEO @ AddOn Systems - Complexity Made Simple

Eileen has been our dear friend and family adviser for more than 20 years, and we have truly benefited from her consistent and dedicated service over the years.

She keeps us well informed through her regular email updates, newsletters, and periodic reviews. What we appreciate most is her passion for financial planning and her commitment to ensuring that we understand the various changes that may affect us — whether they relate to insurance, government policies, or the financial markets.

Over the years, Eileen has also guided us on areas beyond our personal finances, including business continuity planning and preparing for the future of our family and business. Whenever we have questions or are unsure about something, she takes the time to explain things clearly and patiently, helping us understand how different financial decisions can impact both our family and our business.

She has always been proactive in keeping our financial plans relevant as our circumstances and needs evolve.

Today, she has also started planning for the next generation as our children embark on new chapters in their lives. Having journeyed with us through different stages of life, we have great confidence in Eileen’s advice and expertise.

To us, Eileen is more than just a financial adviser. She is a trusted friend who has been there for our family through the years. We truly value her guidance, care, and friendship, and we see her as part of our family.

Business Operation General Manager  at Panasonic Singapore

I’ve known Eileen Soh for many years, and I’m truly grateful to have her as our family’s financial consultant.

Eileen is very helpful, attentive, and patient when it comes to understanding our family’s needs and financial goals. She always takes the time to explain things clearly, provides thoughtful advice, and makes sure we are comfortable with our decisions.

What I appreciate most is her genuine care and personal touch.She is always there when we need her and follows up closely to ensure everything is well taken care of.

Thank you, Eileen, for your continued support and guidance throughout the years. It’s reassuring to have someone so trustworthy and dedicated looking after our family’s financial needs.

Sales Manager @ JK Technology Pte Ltd

After my first financial adviser left the industry, Eileen approached me and took over the servicing of my portfolio. She has been looking after me and my family for the past three decades, and over the years, Eileen has become much more than just my financial adviser — she is more like a sister to me.

Eileen has guided and supported me and my family through different stages of our lives, helping us with our financial planning and ensuring that our plans continue to evolve as our needs and circumstances change.

What I admire most about Eileen is her passion and commitment to her work. She is outspoken, straightforward, and always willing to share her honest views. She is someone who genuinely wants the best for her clients and will always do her utmost to help.

Having witnessed her journey and growth in the financial advisory industry over the past 30 years, I have seen how much she has developed her knowledge, experience, and professionalism.Most importantly, she has remained consistent, dedicated, and trustworthy throughout the years.

I would highly recommend Eileen as a financial adviser. I am confident that she will provide you and your family with the same level of care, dedication, and professional service that she has given to me and my family all these years. 

Client,   PhD | University of Cambridge

Navigating complex financial decisions, changing life stages, and shifting economic landscapes over a span of 20 years requires an advisor of extraordinary caliber, integrity, and foresight. Eileen Soh at Avallis Financial has been my trusted guide for the past two decades, and working with her has been an absolute privilege.

Throughout this long-standing relationship, Eileen has consistently delivered sound, practical advice and timely support precisely when it matters most.

What truly sets her apart is her remarkable ability to cut through the market noise, anticipate challenges, and tailor comprehensive strategies to real-world needs rather than a one-size-fits-all approach. Her steadfast guidance has providedinvaluable peace of mind through every milestone and market cycle.

Avallis Financial is exceptionally fortunate to have someone of her dedication and expertise on their team. I could not ask for a more knowledgeable, reliable, or genuinely caring financial partner, and I recommend her without reservation to anyone looking for truly dedicated financial planning.