I chanced upon the financial advisory industry while I was still an undergraduate at Nanyang Technological University. Not wanting to waste my summer holidays, I took the time to learn about the industry as I aspired to be an actuary back then.

Looking back, I’m thankful for being open-minded and courageous enough to decide on this leap of faith into this journey. I’ve not looked back since, and I can only thank my lovely team and amazing clients for making my journey thus far fulfilling and purposeful.


Priceless lessons on compassion and empathy.

Being a financial consultant has allowed me to cross paths with people from all walks of life. I’ve experienced the joys of my clients and celebrated with couples expecting their first child. I’ve assisted individuals who are concerned if they’re protected after witnessing their loved ones fall ill. I’ve built up the bricks one at a time with working adults, excited for the day they achieve financial freedom. I’ve also handled the claims for grieving families who lost their loved ones.

The peaks and valleys experienced in this career have taught me about resilience, and my capacity to rise up to unanticipated challenges. Even more, it has taught me priceless lessons on compassion and empathy.


Becoming a “whole” person.

After qualifying for MDRT, one of its philosophies resonates with me strongly — being a whole person. Becoming a whole person is not a one-time event. Whole persons are engaged in a lifetime quest to achieve balance in all aspects of their lives — relationships, health, education, career, service, finances and spirituality. 

This philosophy inspires me to strive for my full potential, while engaging in a meaningful and rewarding journey. That, is my lifetime goal.


Have integrity and craft suitable solutions.

Holding the title of a financial consultant, we are responsible for the consultancy we provide and ensuring we have the best interests at heart for each and every client. This sometimes involves pointing out the shortfalls in clients’ portfolios even if it may not be something they want to hear, and putting ourselves in their shoes to craft the most suitable solutions. We also need to constantly seek to improve our competency and knowledge to serve them better.


Be a friend and a listening ear.

Other than a financial consultant, I am also a friend and a listening ear. Many times, I’m a confidant to my clients, because health and financial issues are still not something most are willing to share openly. This strengthens my purpose in this career, and I will love to walk side by side along with my clients who have placed their trust with me through the many more milestones life has in store ahead.


AIA FA Prestige Club (Titanium) 2024, 2023, 2022 and 2021
Million Dollar Round Table 2024, 2023, 2022 and 2021

International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2023, 2022 and 2021

100 IDA Team Award 2024, 2023, 2022 and 2021

Bachelor of Science in Mathematics & Economics

Diploma in Personal Financial Planning (DPFP)

Institute of Banking and Finance Advanced (Level 2)

Associate Estate Planning Practitioner (AEPP®️)

Certified Financial Planner (CFP®️)

Chartered Financial Consultant (ChFC®️/S)


Elly, Estate Manager at Housing & Development Board

I was introduced to Wei Sze by my boyfriend and I’m happy that he made a great recommendation! Even though our first session was via Zoom, it didn’t take much time to warm up with Wei Sze because she was so friendly. She understood my needs and managed to make financial planning so much easier to understand with her illustrations. I even introduced Wei Sze to my sister because I know we’ll be in safe hands! I would definitely continue to engage her service and recommend her to people I know.

Yu Qi, Teacher at MOE

Wei Sze has been a patient and passionate advisor, especially for myself – being a fresh graduate and less financially knowledgeable – she has closely guided me for the past 3 years and supported me to kickstart my journey into planning and insuring my future. Besides insurance, Wei Sze has provided me with useful advice and tips on managing my wealth as well. Her services are top-notch and she is always easy to reach out to, and purchases from her are always seamless and stress-free. As such, she has also become my family members’ trusted advisor through my introduction. I am thankful to Wei Sze for her dedication and strong support!

Ranice, Engineer at ExxonMobil

Wei Sze is knowledgeable in the subject area and goes the extra mile to prepare personalised profiles for her clients. During our interaction, I felt that she was genuine in aiding clients to achieve their goals. The planning and purchasing experience was quick and efficient. When difficulties or queries arise, she is quick to respond to resolve the problem.
Wei Sze is an excellent consultant for those looking to get a head start in financial planning, or who would like an overview of their financial profile.

Merlyn, Product Marketing Manager at Google

Wei Sze was eager to assist in every way and was very enthusiastic with planning for my various life goals. She does her best to be aligned with my future plans and provided useful information to render her meetings with me productive. I have learnt a lot from the meetings we have had. Thank you Wei Sze! I will definitely recommend your services to my family and friends!

Yan Qing, Assistant Manger at AIC

Wei Sze is a patient advisor who is detailed in her explanations, providing applicable insights that were extremely relatable. She puts in great effort to tailor and organise the various solutions that are suitable and imperative for me. Thank you for looking through my existing policies thoroughly and offering invaluable advice in aspects of wellness and financials. Your sharing was comprehensive, yet easy to follow through. Thank you!

Carin, Personal Assistant at Solitaire LLP

The greatest takeaway from the meetings with Wei Sze was the realisation of the importance of risk management as well as the very detailed and clear portfolio summary she has done up for me. It must have taken a lot of effort! Wei Sze is very patient and consistent, constantly checking up with me for follow ups on my portfolio. She has also managed to answer all my questions and concerns – no matter how trivial they are! Thank you!

Adian, Financial Consultant

When I first joined the Finance industry, Wei Sze was approachable, patient and understanding. Whenever I had problems or issues, she was always willing to go the extra mile to help me. I feel at ease under her care because I know that if I am in a rough spot, she’ll always be there for me.  She continuously inspires those around her, always coming up with intrinsic methods or solutions to better aid her clients and will always be willing to share her secrets with the rest of us. I feel extremely fortunate to be under her care and I am sure that I would not achieve what I have today without her guidance.

Celine, Financial Consultant

Wei Sze is a very friendly, dedicated and sincere Financial Consultant. I have seen first hand how she puts her heart into planning for her clients’ portfolio. Always going above and beyond to serve her clients and always having her clients’ interests best at heart. On top of her role as a consultant, she consistently mentors me, coaches me to her best abilities and pushes me to step out of my comfort zone. During the past few months, I was able to grow tremendously under her guidance and I am very grateful for having Wei Sze be a role model and guide me in this journey of being a Financial Consultant.

Her passion in this business continues to be what I admire her for her grit and tenacity, together with her work ethics. I’d strongly recommend Wei Sze to anyone who’s looking for an advisor and even for people who are exploring the business!

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