“The best plans from all insurers, with the convenience of just one advisor.”
There is a longstanding joke between my colleague and I that he was such a good advisor he not only sold me financial plans, he sold me his job! Fresh out of college 10 years ago and on my first job, I was eager to make good of the money I was working so hard to earn. Yet, I was hesitant to let just anyone handle it. I looked around for advisors who wouldn’t just tell me to get a whole-life plan over a term insurance because “that’s what you would do if you wanted to leave something for your children”, or one who wouldn’t tell me “you need $200,000 critical illness coverage because that’s what most people your age get”.
I met my last financial advisor 5 years ago. He was such a good advisor that I believe everyone should have him as their advisor. Slowly, it progressed to “If I am an advisor I want to be just like him” to “I want to be just like him!”. He is now my colleague.
Hello, my name is Wei Ting. I am a Financial Planner who specializes in comprehensive financial planning. This includes helping my clients to plan their budgets and cash flow, to getting the right insurance coverage, and to structuring suitable investment portfolio for their milestones in life.
My clients often tell me “Oh wow, I am so thankful I don’t need to go through many advisors and make costly mistakes. You are the one advisor for everything.” I get a tremendous amount of satisfaction from hearing that, and ever so grateful for their trust in me. I am proud that I have helped my clients save time and money by:
- Providing dedicated and objective financial advice
- Providing the full suite of products from most insurers and banks
- Comparison of plans for the best plan to suit the need
I attained the Certified Financial Planner® qualification in 2019, the industry’s Gold Standard of professionalism. In my yester-life, I was trained as a chemical engineer, obsessed with numbers and analyses.What I really meant to say is – you are in good hands. Read about others’ experience of me as their advisor.
If you have some questions about financial planning, or if you would like me to cover certain topics, please drop me a message in the box below. If you would like a non-obligatory financial review, I will be happy to do so.
Have a good day!
Wei Ting, Principal Author of TalkMoneyLah.com
Certified Financial Planner® with an MAS-regulated Wealth Advisory Firm