Our Consultant
Ling Chun Wei
Associate Director | Practice Mentor
Top Of Table 2023
Court Of Table 2018 - 2022
Million Dollar Round Table 2013 - 2021
Elite Platinum 2017
Elite Gold 2013 - 2016, 2019 - 2020
Elite Class 2012
​Hello, I'm Chun Wei.
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I believe never to underestimate the impact that a seemingly small decision in the right direction can create over time.
About Chun Wei
As a financial consultant for more than 10 years, Chun Wei has built up his skill sets and credentials in providing sound financial advice for professionals and business owners. His main role is to ensure that all his clients lay a firm foundation for themselves and their loved ones using instruments like insurance and investments, so that they have a peace of mind to explore and experience life.
Since young, Chun Wei has been a curious kid, always pondering over difficult questions and looking for answers. His father is an avid reader who constantly shares his views and insights with his children and that had great influence over him during his growing up years. This led him to build a habit of acquiring knowledge and developed the ability to process different perspectives in a manner that serves the greater outcome. This benefited his clients in his advisory work as well, where he was able to assess his clients’ situation accurately and sieve through vast amount of information and considerations before deciding on the better option, together with them.
“My mentors in life have inspired me to be open-minded, have clarity of thought, and always fall back on facts and data and not be easily swayed by charisma or popular opinion. They also challenged me to be brave to speak my mind, instead of being cowed into silence."
680
diapers changed since 2018
10
MDRT/COT qualification achieved in career
800
clients under care
300
books read after
graduation
How Chun Wei adds value to his clients
Most of his clients are already smart about their money. They are established in their respective careers and have made good money decisions in their life. But as busy professionals, they are also highly invested in their areas of specialization and have little time or interests to regularly manage their wealth. That is where he come in to add value – he identifies blind spots in their existing portfolios and unearths hidden opportunities for them. That is one of the main reasons why his clients constantly introduce their family and friends to him.
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Chunwei believes in the power of leverage – which simply means to use something you already have, to achieve something new or better. There are many applications of this, in work and in life and he would often have thoughtful conversations about it with his clients, particularly those who have their own practice or business. His clients leverage much on his expertise and experience as well, to grow their wealth and to preserve them for future generations.
Core Expertise
Wealth Optimization
Whether it is to grow your wealth faster or to organize your assets more efficiently, Chun Wei has the expertise to do so. He is able to improve the returns on your resources through simple and effective strategies. He wants to maximize the potential of your wealth, so that you can focus on fulfilling your own potential.
Areas of expertise include:
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Tax deferment strategies
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Investment property yield assessment
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Investment portfolio optimization
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Leverage & financing strategies
Retirement Planning
Chun Wei believes that retirement planning is not just about having money, but also about holding the right attitude towards living and life. He believes that taking care of one's retirement plan, represents an act of responsibility as a parent and spouse, and also a way to ensure that our final holiday in life is an enjoyable one. With some discipline and the right planning approach, everyone can retire well and live life as desired.
Areas of expertise include:
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Passive income portfolio planning
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Estate & legacy planning
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CPF & tax considerations
-Lynn Foo, Senior Doctor
"Like many others, I do not have the time to learn about complicated financial concepts. Chun Wei has the unique ability to break down and explain the important details to me in a way I can understand easily. He answered the questions I asked and even questions I didn't know I needed to ask."
Testimonials
-Walid Jumblatt Bin Ab,
Lecturer, National University of Singapore
My relationship with Chun Wei is one of openness and mutual respect. He has the courage to tell me the hard truths - even those that i may not like to hear. With him handling my finances, i am assured that the welfare of my family will be well taken care of.
Address
20 Collyer​ Quay
#01-02 Singapore 049319
Phone
123-456-7890