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My passion lies in promoting health and wellness, while my profession focuses on wealth management and protection. I strive to inspire others to lead active and healthy lifestyles by providing guidance and support. Additionally, I assist individuals and business owners in gaining clarity about their life goals, and offer strategies to help them achieve financial freedom.

David Phuah

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REP No.: PEC100027899

Senior Financial Advisory Manager

Meet David Phuah, a seasoned financial adviser with over 19 years of experience in the industry. David is a certified financial planner since 2004, having completed rigorous training and continuing education requirements to earn his credentials. His expertise lies in providing comprehensive financial planning services to individuals and families, including retirement planning, investment management, estate planning, medical and health insurance.

What sets David apart is his commitment to building long-term relationships with his clients through the financial planning process. He takes the time to understand their unique needs, goals, and values, and uses that information to develop customized financial plans that align with their objectives. David believes that effective financial planning requires collaboration, trust, and transparency, and he works tirelessly to ensure that his clients are informed and empowered to make smart financial decisions.

David is looking at building long-term relationships with all his clients through his professionalism, competence, and integrity. He strives to earn his clients trust by having their best interests at heart. David’s approachable demeanor and patience make him easy to work with and a true asset to any financial planning team.

In short, if you are looking for a professional, competent, and trustworthy financial adviser who will put your needs first and work tirelessly to help you achieve your financial goals, look no further than David Phuah. He is ready and eager to help you achieve financial success. His mobile is 9765 6788 and email address is davidphuah@fapl.sg

  • Comprehensive financial planning
  • Retirement planning
  • Investment management
  • Medical and health insurance
  • Will, Trust and LPA
  • Keyman insurance
  • Certified Financial Planner (CFP) since 2004
  • Certified as Associate Estate Planning Practitioner (AEPP) in August 2018
  • Attended the Certificate for Family Office Advisors – Foundation in September 2021
  • Awarded by FPAS the Financial Planner award in 2019
  • Led a group of hikers to brisk walk around Singapore 150KM+ in 48 hours in March 2021
  • Led a group of hikers to brisk walk 81KM in less than 22 hours in March 2022
Number of Unit Trust Fund Managers
0
Number of Life Insurers
0
Number of General Insurers
0

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David Phuah is very professional and patience to explain the planning tool and the information generated from my data. I have a better understanding of my financial position and have choices when I can stop work. I feel comfortable on my financial situation and can consider other options to take as well. David provided an in-depth picture of my financial standing for my knowledge and appreciation. He also counter checks with me on other schemes and insurance plans to ensure I am sufficiently covered. And will also help me to get information on plans that I may be missing. An added value service indeed! The meeting with David met my expectations, with follow up actions next. And I would gladly recommend such financial planning meeting with him to others.

Ms Wong KP

HR

I have seen the Fintech planning software in action when David Phuah was doing our annual review of our financial plan. The output is intuitive and relatively easy to understand. During our financial planning discussion, we could test certain theories and make changes to the planning parameters. The result of these changes were calculated instantaneously with recommendations. These results can be easily interpreted with David’s explanations. It also strengthens David’s theories and clarifications since the software includes graphs in its presentation. This planning software benefits both the financial planner and customer in terms of speed of churning out the plan, and ease of interpretation of the data. I would strongly recommend anyone to engage David for a financial planning session.

Mr Chew YM

GM

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