TravisTeo

Executive Wealth Manager

Estate & LegacyProtectionRetirement & CPFCoaching-led growth

Travis is proof of what focused coaching can do. An Executive Wealth Manager who joined the industry in 2015, he arrived at Affinity with a $150K annual target and, through structured mentorship and clearer performance direction, lifted his gross revenue to around $270K — then broke through to Double MDRT in both 2026 and 2027, on top of seven consecutive MDRT qualifications since 2021. An AEPP® holder and Precept Estate Planner since 2023, he pairs that growth mindset with a deepening specialism in estate and legacy planning. Travis helps individuals and young families build protection, retirement and legacy plans that grow with them, bringing the energy of someone who has felt first-hand how the right guidance changes outcomes.

“The right coaching changes outcomes. I've lived it.”
In Travis's words

WhatsApp Travis Email Travis

WA +65 9641 0343travis.teo@infinityfa.com.sg

Credentials & recognition

Recognised, year after year.

Travis's designations and industry honours — every one of them earned since starting in 2015.

Million Dollar Round Table

7 consecutive years · Double MDRT 2026 & 20277 consecutive years · 2021–2027

2021MDRT

2022MDRT

2023MDRT

2024MDRT

2025MDRT

2026Double MDRT

2027Double MDRT

2× Double MDRT5× MDRT

Professional designations & qualifications

2023Precept Estate PlannerCertification · Precept Group
Associate Estate Planning PractitionerAEPP®Designation · Estate Planning Practitioners Ltd (EPPL)

Behind the role

What Travis brings to the branch.

Areas of advice

Financial Protection PlanningLife & Health InsuranceCritical Illness PlanningCareShield Life & Long-Term CareRetirement & CPF PlanningInvestment & Wealth PlanningEstate & Legacy Planning

How we can help

Conversations Travis can guide you through.

Travis specialises in estate planning, insurance advisory and retirement planning, and is backed by specialist pathways across the branch for everything else.

All services

Travis's specialism01

Estate planning

Wills, Lasting Power of Attorney, CPF and insurance nominations, trusts and legacy structures, so what you have built passes on clearly, kindly and without dispute.

Travis's specialism02

Insurance advisory

Life, health, critical illness, disability and long-term care cover, reviewed against what your family actually needs rather than what a brochure suggests.

Travis's specialism04

Retirement planning

CPF LIFE, SRS, annuities and income drawdown strategies that turn decades of work into a retirement you can enjoy, including a micro-retirement along the way.