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Case Study · Financial Advisory

Kyle Tay

Kyle Tay is a Singapore financial consultant who plans with his own tools. His site shows how he works and invites visitors to schedule a chat.

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The Kyle Tay website on a laptop and a phone
Client
Kyle Tay
Industry
Financial Advisory
Services
Website Design, Website Development
Location
Singapore

Client Profile

Who They Are

Kyle Tay is an AIA FA Financial Director and an authorised representative of AIA Financial Advisers Pte Ltd, working as a financial consultant and estate planning professional. Money was a constant worry in the house he grew up in, and that experience pushed him into financial advisory after National Service.

He helps students and graduates with budgeting, investment and insurance planning, and parents with retirement and legacy planning. Two planning tools he built himself, a Financial Freedom Calculator and a Cash Flow Analysis sheet, do a lot of the explaining, and his team operates under the AWM Group name.

The Brief

What We Set Out To Do

Person first, adviser second. That was the order we wanted the visitor to meet Kyle in, and then to see how he actually works, through his planning tools, before being asked to get in touch.

A plain promise about strategic financial planning opens the page, with his portrait, his network logos and a contact button that works in one tap. Three short paragraphs cover where he came from and his needs-based approach, then the Financial Freedom Calculator and the Cash Flow Analysis sheet appear as screenshots. Six cards list his areas of expertise, a review slider follows, and with contact buttons already in the header and hero, the page closes on an invitation to schedule a chat and connect on Instagram.

Our Solution

What We Built

  1. 01

    Strategic Planning Hero

    Kyle's portrait and network logos next to a plain promise about strategic financial planning, with a contact button that works in one tap.

  2. 02

    About Kyle

    Three short paragraphs on where he came from and his needs-based approach, with a photo.

  3. 03

    The Two Planning Tools

    The Financial Freedom Calculator and the Cash Flow Analysis sheet as screenshots, each with a line on what it does.

  4. 04

    Six Areas Of Expertise

    Cards for financial advisory, wealth management, investment, retirement, mortgage and estate planning.

  5. 05

    Written Reviews

    A slider of client reviews with name, role and photo.

  6. 06

    Chat And Connect

    Photos of the team, a brief problem-and-solution pairing and a last call to connect on social media.

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 Kyle Tay home page, top to bottom

Our Work

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Usually replies within 12 hours · Fixed quote before starting