Sometimes it takes some time out on your own to find your way back home. It took me many years to find out what I want in a career. Despite going through 6 years of education in mechanical engineering, I figured that what I truly wanted was a career in that I can directly touch the lives of others. I am a strong advocate of mental well-being and as a Financial Consultant, I was able to bring forth hope through financial planning, and create deeper conversations through my values.

Doing my best for the people around me.
Heading into the fourth year of my career, I have realised that the work I do has greatly contributed to my growth. Forging tighter bonds with my clients and going through life with them have made me a better person who is able to listen with my heart and act with the best interests in mind. I wouldn’t be where I am today without them and my past experiences. This business hasn’t been all rainbows and butterflies and when it comes to financial planning, each situation is uniquely different and I use my heart to think of the best solution possible, to fit each individual’s personal journey.

The essence of life is to be empathetic.
My brother has been and will always be my greatest inspiration. He has shown me the power which vulnerability brings and this made me realise that the essence of life is to be empathetic. Even though he had gone through various obstacles in life, he taught me that I should never give up and that I should always be kind to everyone. Similar to all things in life, feelings come and go and we have to be able to be brave enough to face, accept and conquer them. Based on my personal experience, the qualities above are something that I bring forward from home over to my clients. I bear a large responsibility in taking care of my family as well as my clients and I do so by showing love, care and hope, and providing a guiding hand to help them progress as the years go by.

Moving forward.
My ultimate goal in this business is to impact as many lives as possible and this can only be done through the creation of my own team of business partners. As the saying goes ““I alone cannot change the world, but I can cast a stone across the water to create many ripples.”
I am looking to build a team of young, genuine and responsible individuals to join me in impacting the lives of others. I certainly hope to cast these stones to my future team, and they will be the ripple to continue impacting lives. Together we can do so much more.

Find the right mentor.
Sushi tastes better with a cup of green tea, but if you eat it with Coca-Cola, it doesn’t taste as good. The right combination comes when you find a mentor who can provide you with the right taste bud. I’m fortunate to have been blessed with the right mentors ever since stepping foot into this industry. In return, I want to be someone who allows you to see the hope inside yourself.


AIA FA Prestige Club (Silver) 2024

AIA FA Prestige Club (Titanium) 2022

AIA FA Prestige Club (Platinum) 2021

Million Dollar Round Table 2022 and 2021

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

100 IDA Team Award 2022 and 2021

Bachelor of Engineering in Mechanical Engineering

Associate Estate Planning Practitioner (AEPP®️)

Associate Wealth Planner (AWP)


Jeremy Chang, HDB Senior Architect

I have known Jin Wei as my financial consultant, but beyond that, he is my great friend and a person whom I deeply trust. Within a short 1.5 years, I am witness to his growth as a consultant, as a leader, and as a person with deep sense of responsibility and professionalism. I am grateful for his dedication in understanding my needs, my life circumstances, and being so attentive and helpful in supporting me to achieve my life goals. We share much trust and camaraderie, and I appreciate the bonds that we have forged. Surely, we look forward to many more years of this kinship and doing life together.

Jeryl Ong, Executive Project Engineer

I have known Jin Wei for more than 4 years since my university days. He has been most patient and always goes the extra mile to help me and my wife sort out our financial queries.
Jin Wei stands out from other financial advisors that I have met in the past as he is knowledgeable and empathetic to my goals and financial capabilities. I have benefitted greatly from his advice and believe that many others will too.

I am more than pleased with his service and would recommend him to my friends and family.

Chiew Min, MOE Teacher

Jin Wei has handled my financial needs for more than a year now. As a financial advisor, Jin Wei is passionate about his profession as illustrated by the innovative ways of keeping clients posted about financial news via social media platforms. Unlike some advisors, Jin Wei puts his clients needs first and tailors all his recommendations around those needs and desires. I am certain that he will be an asset to anyone looking to plan out their financial future.

Hui Ning, Semiconductor Engineer

Not sure if you would be confused if someone you know is both your FA and friend. I was definitely confused at the start. And Jin Wei made it easy for me to come out of the confusion, by drawing a clear line between client and friend.

Very grateful that he is genuine and trustable all this while. And then advising at times, listening at times, concerned at times and joking at times. Great to know that there is someone that would keep in touch after years of graduation. Seeing how he is working with conviction and performing in his career, am happy to witness such growth in him.

Sunshine JR, Engineer

Jin Wei and I met in university. Since then, I have known him to be an earnest and genuine gentleman. He is always willing to learn, and never hesitant to share his knowledge. This is also evident in his career as a financial advisor.

He is always willing to listen patiently to my needs (and my many incessant questions), and advise me accordingly. I appreciate that he is honest with his products, and advise what is best for me and my family. I am confident of his abilities, and grateful that he serves my needs before his.

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