FinGroup Adopts YEPPA, Leads the Way in Holistic Elderhood Planning

We’re proud to welcome FinGroup, a one-stop consultancy for healthcare professionals and business owners, as the first to launch its own Elderhood Planning Portal, powered by Immortalize, a platform that transforms elderhood planning from a maze of confusion into a seamless journey.

FinGroup isn’t just managing wealth. They’re delivering truly holistic life planning and elevating the client experience with a tech-enabled approach to retirement, care, and legacy - from thoughtful planning through to confident execution.

"As a former doctor and now business owner, I’ve lived the trade-offs and understand the pain points. When you’re on call or running a business, you don’t have time for fragmented planning," Chow U-Jin, Founder of FinGroup, says. "YEPPA connects the dots while our advisors bring the judgment to turn clarity into action."

By harnessing YEPPA, Immortalize’s elderhood planning digital concierge, FinGroup is raising the bar for what it means to support clients through life’s most important transitions - with empathy, foresight, and the technology that makes it effortless.

Smart tech. Human touch. Advisory redefined.

That’s FinGroup with YEPPA.

Doctors, healthcare professionals and business owners: It’s time to take the confusion out of planning for your elderhood.

Try YEPPA at FinGroup’s Elderhood Planning Portal now!