I help families in the sandwich class to have more options in life and find their ikigai | Financial and Life Coach | Financial Independence and Retirement Strategist | Minimalist Blogger | Lifestyle Designer

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

 

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David is a very trustworthy independent 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

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 an independent 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!

Samantha Tan

AVP Credit & Collateral Management

David, thanks for the valuable engagements and the benefits you provided over these past few weeks. There were indeed some surprises when we dig deeper on mortgages, insurance coverage, and investment portfolios. One of the advantages was the one-stop shop. Instead of multiple sessions with various specialists, you were able to give all the information then and there, with comprehensive planning and actions. It has benefitted me, and I’m sure, others will also find it beneficial. I wish you the best of luck in your new role as a financial coach and your mission to promote financial planning with a lifetime of relationships!

Alok Shukla

IT Projects

I had the pleasure of working with David at ABN AMRO and more recently required his services as a Independent Financial Advisor. As a Independent Financial Advisor he has access to different banks, insurers and Financial partners as such he is able to provide unbiased advise by choosing the most suitable product for me. Furthermore his holistic approach is thorough. We discussed on many aspects of Financial planning such as insurance, mortgages, investments, will and estate planning. I highly recommend David to anyone looking for Financial planning!

Chandhan Alwani

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David Wu

MAS REP No.: WWD300603701

Financial Advisory Manager

I help families in the sandwich class to have more options in life and find their ikigai | Financial and Life Coach | Financial Independence and Retirement Strategist | Minimalist Blogger | Lifestyle Designer

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

0
Years of experience in Financial Industry

My Services

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Singaporean Couple’s Two-Home Dream in tatters
Our family have been busy travelling during the recent school holidays, thus we were checking up ...
Minimalist in the City – How we executed our “Great Resignation”
Minimalist in the City – How we executed our “Great Resignation” Do you feel like your current jo...
Do you want to live your life by default or by design – The concept of Mini Retirement
Do you want to live your life by default or by design – The concept of Mini Retirement Recently, ...
Dave’s Life story revealed – How Does One Go From A 6-Figure Debt To Financial Independence
Recently, I had an opportunity to share my life story on a podcast by The Financial Coconut....
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By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.

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