Cherie Wang

“...Research is the most important thing to do before you try to build a solution.”

Tell us more about your product, and what inspired you to develop it.

Planner Bee is a one-stop app that supports consumers with their personal finance. That includes a financial dashboard to track spending, savings, insurance and investments, and an insurance marketplace that compares products across insurers and a content bank to help people with financial literacy.

I created the app because consumers are concerned that financial planners are often biased as they are tied to the financial solutions they are selling. Some of the biggest problems with insurance in Asia is that people don’t know if they’re properly covered, and what to buy from the myriad options out there. Planner Bee is a neutral platform enabling consumers to see all their financial instruments in one place. This allows users to feel in control of their decisions.

Find out more about Planner Bee.

Any advice for fellow women entrepreneurs and innovators?

Go to the source of the problem and speak to potential customers about it. Also learn if there are existing solutions abroad. Do all that before building something you think is unique, because often you may not be the first. Not being the first may not be a bad thing, because we can learn from others and avoid mistakes they make too.

Cherie is the Co-Founder of Planner Bee, dedicated to simplifying and automating insurance planning for the masses. She is a Chartered Financial Advisor with 13 years of experience, ranking in the top 5% of financial advisors globally in the last 12 years. She shares practical strategies to tackle financial pitfalls, based on her experience with thousands of clients with varied financial situations. She started Planner Bee to apply technology to a century old tradition of financial planning.