Minimalist Financial Coach | Author Minimalist in the City | CPF Speaker | Certified Financial Planner | Investor

David Wu

REP No.: WWD300603701

Financial Advisory Manager | Certified Financial Planner

I am a Financial Coach, Certified Financial Planner, and Life Enthusiast.

With over 15 years of experience in international banking and financial services, I am dedicated to empowering individuals to take control of their financial lives. My mission is to demystify complex financial concepts, helping clients right-size their resources and explore a broader spectrum of life choices.

As a passionate advocate for financial literacy, especially within underrepresented communities, I combine holistic, unbiased advice with practical strategies. I believe that living a simple, purposeful life is the key to achieving true financial independence. I am also the founder of minimalistinthecity.com, where I promote minimalism as a pathway toward clarity, purpose, and financial freedom.

Beyond my advisory work, I actively contribute to the digital finance space through platforms like CPF, The Financial Coconut, and iFast, sharing insights that foster financial wellness and literacy. My approach centers on building lasting relationships, walking side by side with my clients on their journey toward financial clarity and personal fulfillment.

I am a firm believer in “living a simple and meaningful life,” and I help my clients discover their ikigai and craft tailored financial plans aligned with their passions. My dedication to education goes beyond one-on-one coaching—I frequently speak at conferences, seminars, and community events, inspiring audiences to embrace deliberate financial and life choices.

When I’m not guiding clients or sharing insights, I enjoy adventures in nature, with goals to climb Mt. Kilimanjaro and trek across Patagonia—reminding us all to seek fulfillment through exploration and purpose.

Let’s collaborate to unlock your financial potential or inspire others to take charge of their financial future.

You can see some of my publicly available work here: https://engage.fa.com.sg/davidwu/

Please feel free to contact me for a no-obligation exploratory chat.

* Holistic Financial Planning

* Wealth Management

* Investments

* Insurance Portfolio Audit

* Retirement Planning

* Estate & Trust Planning

* Mortgage Brokerage and Advisory

* General Insurance (Personal Accident, Travel and Motor Insurance)

CPF Speaker and Volunteer

Contribute regularly on Straits Times and Business Times

Financial Blogger – Minimalist In The City

Years of experience in Financial Industry

My Services

My Content

My Videos

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Upcoming Events

General Insurance

Testimonials

I had the pleasure of working with David Wu as my financial advisor. From our first meeting, David demonstrated a deep understanding of financial planning and a genuine commitment to helping me achieve my financial goals. He took the time to thoroughly review my existing finance portfolio including my investments and insurance policies, offering clear, unbiased advice that helped me optimise my portfolio. David patiently explained and simplified (what seemed to me as) complex financial concepts – turning numbers, policies, and regulations I had long avoided, into something I could better comprehend and appreciate. His holistic review, ability to provide comprehensive solutions, willingness to share, meticulous attention to detail, and calm, professional approach made every step of the process smooth and reassuring. What sets David apart is his dedication to his clients’ best interests. He goes above and beyond to ensure that every recommendation aligns with my personal goals and risk tolerance. His expertise and professionalism has provided me clarity and direction in optimising my financial portfolio. If you’re looking for a trustworthy and knowledgeable financial advisor who truly cares about your success, David Wu is the person to turn to.

Serene Lim, MSc

Senior Physiotherapist

David is a very trustworthy financial advisor and has been a tremendous help in managing my finances. After I have engaged his service and shared my financial situation with him, he put in a great amount of effort in developing my portfolio and helping me sort out my financial situation. He was very meticulous in reviewing all my existing investments and insurance policies, and comparing them with whatever was currently in the market, so that he could make recommendations on which to change and which to keep. He thoroughly explained to me why he made those recommendations and what I would gain or lose by making those changes. Being a successful investor himself, he also gives me plenty of investment advice, after having discussed my investment goals with me, so that I could make the best out of my assets without incurring unnecessary risks. The value of the amount of work which he puts in is way more than what I am paying him for! David really goes the extra mile to make sure that his clients gets the greatest benefits!

Watson Chua, PHD

Lead Data Scientist

Appreciate David for his valuable knowledge and information to help me look at my financial portfolio with meticulous efforts. Highlighted the investment pitfalls and insurance coverage with a minimalist approach on essentials that are vital for retirement. As a financial advisor, he gives unbiased advice with knowledge through his accesses to most financial solutions in the market. He respects your concerns and guide you to understand what your future lies ahead. Choosing the best products to fit your requirement and situation with his one-stop shop to ensure you are comfortable with. It has benefitted me with his advice that made me seriously look at my financial portfolio when I reviewed my investment and made the right decision to liquidate some old investments on timely basis before the market turned. Thank you and keep up the good work!