My Vision

In my years of doing financial planning, it is my belief that wealth management is not only for ultra-high net worth individuals - It is for everyone.

"How we efficiently and effectively manage our funds is one of the most important keys to our future as it gives us the financial independence to make meaningful life choices. I see my profession as a life-affirming role, and strive to create possibilities and value for my clients."

I DID NOT PLAN TO BE A FINANCIAL PLANNER.
It often surprises people to know that my academic background is in electrical engineering, pursuing it from ITE, Singapore Polytechnic and later, the Nanyang Technological University. However, when I was in my last university year thinking hard about my career choice, I realised that:
"I did not want to devote my life to circuits."

I wanted to be in a profession that positively impacts the lives of others and empowers them to achieve their full potential.

My Expertise

I see financial planning as providing practical insights to real-life situations, backed by sound understanding and firm values.
Understanding My Clients' Needs

Understanding My Clients' Needs

It is important for me to have a frank and bold conversations with my clients to enhance their awareness of financial matters, and to craft constructive and feasible strategies that take into account their personal needs and resources.

Professional Consultation

Professional Consultation

I also provide my clients with a dedicated and regular reviews so that their portfolios remain relevant and productive in our fast-paced and ever-changing global society.

Enhancing Client's Portfolios

Enhancing Clients' Portfolios

These changes are not necessarily drastic – indeed, small purposeful adjustments can have significant compounding and ripple effects that pay off in huge ways over the long term.

Through this process, my clients have successfully built a strong and stable foundation for their financial independence.

In partnership with:

  • Manulife
  • Raffles Health Insurance
  • Bupa
  • iFast Financial
  • NTUC Income
  • Sompo
  • UOB KayHian
  • Singlife/Aviva
  • Tokio Marine
  • Havenport
  • China Taiping

THE MANY CREDENTIALS AND TESTIMONIALS THAT I HAVE RECEIVED ATTEST TO MY EXPERTISE AND PROFESSIONALISM.

Clients' Testimonials

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"Some of my previous policies are in really bad hands and i've been reluctant to face it till date. You have shown much clarity to what i truly needed and i've never understood my policies as clear as before. I'm very glad that finally, now i now my policies well and are in good hands. Thank you so much for the rescue!"
- Jia Hui, Real Estate Executive.

"9/10 - He is a very responsible financial planner. He prefers to understand my financial status before introducing any plans that tailor to my needs. A person who is not pushy to sell plans but who cares about the person whom he met, giving me great financial advices and concepts for each stage of life to be plan for the future. I'm greatly appreciate the commitment he has done for me."
- Kian Heng, IT Admin.

"Wei Lun is a fantastic and genuine financial advisor. Being fairly inexperience in buying a plan, i found him highly informative and understanding to my needs. He has taken the time to analyse my current circumstance and factor in different important affecting issues. I would rate him 10 out of 10 any day!"
- Pei Yu, Sales Executive.

"Hi Wei Lun, i really appreciate you taking time off to meet me and advise me financially. The sessions so far have been steady and dependable in addressing me queries. Even when i had some concerns about the plans, you were able to think from my perspective and adjust your recommendations accordingly. You are definitely a customer-centric adviser. Once again, thank you!"
- Keng Wei, CPF Executive.

"Jake has been a true professional since the first day i met him. Providing values other than services to his clients is his virtue and he will make sure that all your worries are taken care of. Grateful to have such an amazing agent who makes me feel confident that my investments is worthwhile."
-Jack, Project Manager.

Contact Me