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Financial Advisor Manager
你身边的财富管家

WU SHIWEI LOUIS

REP No.: WS-300036281

Financial Advisory Manager

新加坡保险.投资.信托等全球资产配置,等全球资产配置, 一站式,专业,独立。

7年新中两地保险投资理财从业经验,倾听客户需求,私人定制每一位客户的财务计划;

我的信念:我们每个人都能通过合理的理财规划,实现财务安全,财务独立最终实现财务自由。

我的定位:

为个人和企业提供中立,专业、一站式全方位的金融咨询服务,提供客户优质的财富管理和财务规划解决方案。

保险板块(Insurance sector)
投资板块(Investment sector)
传承板块(Estate planning sector)

新加坡金融管理局注册牌照金融公司:

新加坡最大的独立理财顾问公司 Financial Alliance(鑫盟理财) , 十八年经验. 我们公司的业务伙伴️:
19家寿险公司
30多家普通保险公司(意外险、火险、工程险、汽车保险、旅游险等等)
4家基金交易券商平台(Havenport, iFAST奕丰, FAME, Navigator)
70多家国际和本地基金公司(1000多只全球市场基金)
16家房贷银行(房贷推荐)
4家家族信托公司(推荐)

FIT 财务规划,量身定制,财务健康,财务自由
F: Financial Service财务服务 (理财规划、投资咨询)
I: Insurance 保险 (代理15家寿险公司,多选择、有对比)
T: Transfer of Estate (Referral) (财富传承,家族信托、遗嘱等服务)

预约 HERE

. Million Dollar Round Table Member 
. AWP

 

 

 

Years in this Industry
0
Served Clients
0
Policies Managed
0

My Videos

Testimonials

Louis is an outstanding agent. He was incredibly supportive and effective during my recent claim. He is knowledgeable and caring – 5 Star!

Mr Pit Wee Yeoh (53)

Vice President of an industrial automation company

2022年,经朋友推荐,我认识了吴仕伟 我妈妈的住院保单,是他帮我们管理的。 保单生效后,第四个月妈妈就住院了。 由于是第一年生效,并且很块索赔。 在手续核实上需要更长的时间。 仕伟及时的在帮我们跟进. 最后索赔顺利批准. 他是有耐心,负责任的顾问

Miss Hong (35 Years Old)

OCBC Senior Finance CFA®

I know Louis for 5 years , he took care of my retirement plan, and my personal accident insurance as well as my pet insurance. He is always ready for help especially when I submit the claims. I recommended my wife and my wife’s brother to him. Also my wife’s sisters policies are under him.

Mr Ng Meng Hock Charlie (66)

Taxi Driver

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