Wealth Management Consultant
aw wee liang
CERTIFIED FINANCIAL PLANNER (CFP)
ASSOCIATE ESTATE PLANNING PRACTITIONER (AEPP)
IBF ADVANCE (LEVEL 2)
MAS RNF No: AWL100046530
Wee Liang has been in the Financial Services industry since 2005, working as a part time advisor in one of the Insurance firms before joining the Financial Advisory (FA) industry in 2006.
Described as responsible and sincere by many of his friends and clients, he specializes in services ranging from Personal Comprehensive Financial Planning, Children Education Planning, Estate Planning and Retirement Planning to Corporate Buy/Sell Agreement, Executive Benefit.
Using a set of financial tools, he is able to perform timely analysis of information provided by clients, understanding their Goals and Values. Following that, he will look at all possible scenarios that will impact oneโs financial situation before developing the necessary solutions. Being a Design Engineer prior to joining this industry has honed his analytical skill in this area. Probably due to this skill, he is sometimes called a โFinancial Engineerโ. Wee Liang is a Certified Financial Plannerโข with Professional Investment Advisory Services Pte Ltd.
He is also a member of the Insurance and Financial Practitioners Association of Singapore and the Financial Planning Association of Singapore which are industry associations that are partners of MoneySENSE, Singaporeโs National Financial Education programme.
Described as responsible and sincere by many of his friends and clients, he specializes in services ranging from Personal Comprehensive Financial Planning, Children Education Planning, Estate Planning and Retirement Planning to Corporate Buy/Sell Agreement, Executive Benefit.
Using a set of financial tools, he is able to perform timely analysis of information provided by clients, understanding their Goals and Values. Following that, he will look at all possible scenarios that will impact oneโs financial situation before developing the necessary solutions. Being a Design Engineer prior to joining this industry has honed his analytical skill in this area. Probably due to this skill, he is sometimes called a โFinancial Engineerโ. Wee Liang is a Certified Financial Plannerโข with Professional Investment Advisory Services Pte Ltd.
He is also a member of the Insurance and Financial Practitioners Association of Singapore and the Financial Planning Association of Singapore which are industry associations that are partners of MoneySENSE, Singaporeโs National Financial Education programme.
His Philosophy
He believe that the key to effective advice is to align clientsโ money decisions with what is important to them; their Goals and Aspiration. His usual quote:
โPlanned for the Unplanned event, Or the Unplanned event will help you Plan. Itโs your CHOICE.โ
Services
wealth management
wealth protection
- Risk Planning
- Income Protection
- Critical Illness Protection
- Hospitalisation Coverage
Wealth Accumulation
- Investment Planning
- Education Planning
- Tax Planning
- Supplementary Retirement Schemes (SRS)
Wealth Preservation
- Retirement Planning
- CPF Retirement Schemes
- Lifetime Income Planning
- Long-Term Disability Coverage
Wealth Distribution
- Legacy Planning
- Estate Planning
- Wills and Trusts
- Nominations of Beneficiaries
testimonial
what do people say about wee liangย
โI always thought that the profession is mainly comprised of salesperson. Wee Liangโs professional financial advice has genuinely changed my perception of a financial advisor. He not only go into the trouble of pointing out the loophole in my financial situation but also become a good and trustworthy friend that I can count on.โ
Michael Lee
Project Manager
โWee Liang is a very professional financial advisor that show great patient when serving his customer. He will always put client interest first.โ
Mdm Yu Y. Y.
Teacher, Ministry of Education
"Financial planning with Wee Liang is made extremely effortless with his vast knowledge and professionalism. Being an independent financial advisor, he allows us to make wise, informed and unbiased decisions with regards to which policies to buy and which investments to go into. Over these years, he has become our trusted financial advisor and best family friend! Thank you Wee Liang!"
Dr Lai S. H.
Senior General Physician
โWee Liang is very knowledgeable and exudes professionalism in his job. He is prompt in addressing our queries regarding Insurance/Financial planning matters & always seeking to help us make the best informed decision. Thanks Wee Liang.โ
Mr Ng C. L
Business Owner
"Wee Liang had always been professional in providing financial planning advice to my wife and me. Not only has he proven himself to be a competent financial advisor, he had also become a trusted friend. I can always depend on him to plan for my wife and me with our best interest in mind."
Poh L. C.
Senior Officer
"Below pointers summarize my view:- Give unbiased opinion on products; Frank; Feel trustworthy and reliable; Sincere service; Go all out to meet client needs; not hard selling product; Knowledgeable in Financial Advice.โ
Jarvis Seo
Senior Officer
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Contact Me
Address
Blk 261, Waterloo Street
#02-09
Singapore 180261
#02-09
Singapore 180261
Opening time
Mon-Fri: 10.00 -17.30
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