About Planner Bee
Planner Bees mission is to make financial planning easy by offering a transparent and neutral insurance comparison platform so you can move forward with confidence knowing we have your back as you build toward your dreams.
Why we started Planner Bee
Financial planning has not kept pace with technology. For many people the process is still complicated fragmented and filled with paperwork making it difficult to get a clear view of where they stand. Without clarity it is hard to know whether you have adequate insurance coverage or if your protection truly supports your life goals.
While buying insurance products online has become easier meaningful advice remains largely offline. This disconnect makes it challenging for consumers to confidently navigate their options and make informed decisions about protection.
Planner Bee was created to bridge this gap. We believe financial planning should be simple transparent and accessible. Our goal is to empower you to take charge of your protection needs with clarity and confidence.
We have built deep expertise across 29 insurers in Singapore and more than 500 insurance products. Our team simplifies the comparison process and provides neutral guidance so you can choose the coverage that suits you best.
We are here to make financial planning easier and to bring safer more transparent insurance advice to everyone.
Our founders
Cherie Wang
Co-Founder
Cherie began her career as a financial advisor in 2010, achieving a position in the top 5% of advisors globally during her 11 years of practice before founding Planner Bee in 2020. She holds a Bachelor’s degree in Business with a Minor in Technopreneurship from the National University of Singapore.
Additionally, Cherie is a certified Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). Her experience in managing over a thousand clients has been instrumental in shaping Planner Bee’s holistic approach to financial planning.
Kenneth Wang
Co-Founder
Kenneth started his career as a financial analyst at Standard Chartered Singapore, obtaining his Level III CFA certificate after graduating from National University of Singapore with a Business degree. Later, as an Artificial Intelligence engineer at AI Singapore, he began to further refine his skills in marrying finance and technology.
He brings his banking experience to Planner Bee’s marketplace, helping the app’s logic in assessing different products. And with his machine learning capabilities, he has been the brain behind the database and the backend engine powering Planner Bee.
Our awards and mentions
How we make money
We work with independent insurance brokers, insurers and other financial institutions and get paid a referral fee for each sale—you’re not paying any extra if you buy a product through us. We don’t give preferential treatment to any insurer over another, because of the fees we collect. We’re committed to offering you a transparent and neutral platform, so that you know we have your back as we build toward your dreams together.
Is Planner Bee affiliated with any insurance company or bank?
No, we’re an independent entity, which means that we’re not owned by an insurance company, nor do we own one. We list information of financial products from multiple financial institutions without bias or favour toward any of them. It’s important to us that we help you find the right product for your needs, no matter which company you buy from.