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Case Study · Financial Advisory

Chin Yee

A softer personal site for Chin Yee, a financial consultant and estate planner in Singapore, that ends with a 20-minute chat over Instagram.

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The Chin Yee website, built by Ditrapoint, shown on a laptop and a phone
Client
Chin Yee
Industry
Financial Advisory
Services
Website Design, Website Development
Location
Singapore
Built By
Ditrapoint

Client Profile

Who They Are

Chin Yee is an authorised representative of AIA Financial Advisors under the AWM Group, advising on financial and estate planning. Her first career was in the corporate world: nearly two years at a shipping firm before she decided she wanted work with more meaning.

Her credentials are substantial: Million Dollar Round Table awards across three years, an International Dragon Award, Certified Estate Planner and Associate Estate Planning Practitioner accreditations and a Bachelor of Science in Maritime Studies. Three guiding principles shape her advice, and she answers common money questions in short videos.

The Brief

What We Set Out To Do

Many financial advisory sites feel like a bank lobby. Chin Yee wanted hers to feel like her, so we made it softer and more personal. Over a park photo, the headline says Chin Up, Take Charge and Plan Ahead. Her portrait sits beside her story with a Contact Me button, followed by her awards, accreditations and degree.

The three guiding principles appear as alternating rows on maroon, then six service cards and client testimonials. Six video cards about money questions come next, and the page ends with an invitation to a 20-minute conversation through an Instagram button, which matches how her audience already talks to her.

Our Solution

What We Built

  1. 01

    Chin Up Hero

    Chin Up, Take Charge and Plan Ahead as the headline over a park photo, with partner logos and a Contact Me button.

  2. 02

    Her Story

    Her portrait beside a three-paragraph biography, with a Contact Me button beneath.

  3. 03

    Awards And Qualifications

    Badges for her awards and certifications with their years, plus her university degree.

  4. 04

    Guiding Principles On Maroon

    Three principles as alternating photo and text rows on a maroon background.

  5. 05

    Expertise And Client Words

    Six service cards followed by a carousel of client quotes, with names and companies.

  6. 06

    Money Videos And Instagram Invitation

    Six video cards on money topics, then an invitation to a 20-minute conversation through an Instagram button.

The Finished Site

Scroll Through The Home Page

The full page as it looks on a desktop screen. Scroll inside the window to see every section.

The Chin Yee home page, top to bottom

Our Work

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