David Wu: Financial Coach, Certified Financial Planner & Life Enthusiast
With over 15 years of international banking and financial services experience, David Wu is a dedicated financial coach and certified financial planner committed to empowering individuals to take control of their financial lives. His 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 among underrepresented communities, David combines holistic, unbiased advice with practical strategies rooted in his belief that living a simple, purposeful life is the key to true financial independence. He is the founder of minimalistinthecity.com, promoting minimalism as a pathway toward clarity, purpose, and financial freedom.
Beyond advisory work, David contributes actively to the digital finance space through platforms like CPF, The Financial Coconut, and iFast, sharing insights that foster financial wellness and literacy. His approach centers on building lasting relationships, walking side by side with his clients on their journey towards financial clarity and personal fulfillment.
A firm believer in “living a simple and meaningful life,” David helps clients discover their ikigai and craft tailored financial plans aligned with their passions. His dedication to education extends beyond one-on-one coaching—he frequently speaks at conferences, seminars, and community events, inspiring audiences to embrace deliberate financial and life choices.
When he’s not guiding clients or sharing insights, David enjoys adventures in nature, with aspirations 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.
* 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
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