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
Take control of your 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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By submitting this form, I confirm that
提交此表格,即表示
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.