The Chinese have a saying that “谈钱伤感情”, or talking about money hurts relationships. I hope to achieve the opposite with this website, to explore important conversations about money so that it protects our family and our closest relationships – I hope to achieve “谈钱护感情”.
Hello, my name is Wei Ting. I am a Certified Financial Planner® (CFP®) who specializes in holistic financial planning. I attained the Certified Financial Planner® qualification in 2019, the industry’s Gold Standard of professionalism.
I became a financial planner in 2014 because I was impressed and inspired by the good work that my financial planner did. We have been colleagues for many years now! Prior to that, I graduated from NTU as a chemical engineer, obsessed with numbers and processes. This rigorous training that is centred on processes forms the foundation of my philosophy to financial planning – achieving financial independence requires a process.
What you can expect as my client
Hence when I onboard you as a client, you are actually getting access to my meticulously designed financial planning process. The process will be bespoke for you based on your F.O.R.M (Family, Occupation, Recreation, Money) goals and aspirations.
We will do regular reviews so that you have good visibility on whether you are on track to your F.O.R.M goals. This is also where I will be your financial coach to share more about financial concepts and guide you in major financial decisions (such as buying a house or preparing for your new family). I will also touch base with you frequently to update you about the market or any changes to your financial plans.
Why the financial advisory firm matter
A sushi chef with many years of experience still needs his good set of sharp knives and fresh ingredients to make an unforgettable omakase. I view my role as similar, except that instead of knives and ingredients, I have a whole suite of excellent insurance and investment plans. I am a representative at a financial firm that has a stellar investment team and partners with most of the insurers in Singapore. This has allowed me to prescribe the best-in-class plans to my clients.
Who will benefit from working with me
Clients who have benefited the most are busy professionals who are committed to robustly plan and shrewdly manage their finances so that their money and TIME is spent wisely – to protect their families, create beautiful memories, live out their best lives, and leave a legacy.
You are in good hands
Because ours will be a long-term relationship, I welcome you to have a chat to explore if we will be a good fit. If you would like a non-obligatory initial consultation, please drop me a message to schedule an appointment.
Have a good day! 🙂
Sow Wei Ting, Certified Financial Planner®
Representative of IPP Financial Advisers Pte Ltd (“IPPFA”)
IPPFA is a Licensed Financial Adviser providing advice on securities and marketing of Life Insurance and Collective Investment Schemes.