Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
I’m a financial coach who regularly advises clients on how they could strengthen their financial positions by simplify it and right-sizing their resources to have more options in life. Ultimately, be in a financial position to design a life around their work instead of the other way round.
As an independent financial advisor, I’m dedicated in tailoring holistic financial advice and solutions in the best interest of my clients through understanding their life aspirations and cultivating a life-long relationship with them, accompanying them through their financial journey.
I’m also actively involved in bringing financial literacy to individuals who are currently underrepresented through financial education and writing engagements. With over 12 years of international banking and financial services experience,
I’m also a Life coach and Founder of minimalistinthecity.com, a personal lifestyle and finance site that advocates minimalism and financial independence. I help people discover how decluttering and minimalism could help them to find their true identity so that they could live a purposeful life and achieve their desired lifestyle.
I’m very passionate about promoting “Living a simple and meaningful life with less yet achieving ikigai and financial success in your own way”.
Outside of work, I’m a family man who enjoys adventures, nature and aspire to scale one of the seven summits Mt Kilimanjaro and trek across Patagonia.
Please reach out to me via davidwu@fapl.sg
Some of my publicly featured works include:
How Does One Go From A 6-Figure Debt To Financial Independence? [Chills 79 with Dave]
https://minimalist.sg/house-tour-dave-and-kates-clean-and-simple-minimalist-hdb-home/
https://www.businesstimes.com.sg/lifestyle/feature/the-pursuit-of-less
* 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
MAS REP No.: WWD300603701
Financial Advisory Manager
I’m a financial coach who regularly advises clients on how they could strengthen their financial positions by simplify it and right-sizing their resources to have more options in life. Ultimately, be in a financial position to design a life around their work instead of the other way round.
As an independent financial advisor, I’m dedicated in tailoring holistic financial advice and solutions in the best interest of my clients through understanding their life aspirations and cultivating a life-long relationship with them, accompanying them through their financial journey.
I’m also actively involved in bringing financial literacy to individuals who are currently underrepresented through financial education and writing engagements. With over 12 years of international banking and financial services experience,
I’m also a Life coach and Founder of minimalistinthecity.com, a personal lifestyle and finance site that advocates minimalism and financial independence. I help people discover how decluttering and minimalism could help them to find their true identity so that they could live a purposeful life and achieve their desired lifestyle.
I’m very passionate about promoting “Living a simple and meaningful life with less yet achieving ikigai and financial success in your own way”.
Outside of work, I’m a family man who enjoys adventures, nature and aspire to scale one of the seven summits Mt Kilimanjaro and trek across Patagonia.
Please reach out to me via davidwu@fapl.sg
Some of my publicly featured works include:
How Does One Go From A 6-Figure Debt To Financial Independence? [Chills 79 with Dave]
https://minimalist.sg/house-tour-dave-and-kates-clean-and-simple-minimalist-hdb-home/
https://www.businesstimes.com.sg/lifestyle/feature/the-pursuit-of-less
* 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
Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策
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For those comfortable managing their own insurance needs, these are some options to purchase life insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.