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Financial Adviser Representative


WU SHIWEI LOUIS

Financial Advisory Manager


 
About WU SHIWEI LOUIS

As a financial advisor, my goal is to help you achieve your financial goals and objectives. I can provide you with personalized advice on how to manage your money, create a budget, and invest wisely. I can also guide you in developing a financial plan that will help you achieve your long-term goals, such as retirement or saving for your children's education.

I can provide guidance on a wide range of financial topics, such as:

Budgeting: I can help you create a budget that aligns with your financial goals and lifestyle. This includes looking at your income, expenses, debt, and savings to help you make the most of your money.

Investing: I can help you develop an investment strategy that's aligned with your risk tolerance, financial goals, and time horizon. This may include investing in stocks, bonds, mutual funds, or other investment vehicles.

Retirement planning: I can help you plan for retirement by looking at your retirement goals, estimating your retirement income needs, and creating a savings plan that will help you achieve those goals.

Insurance: I can help you understand the different types of insurance available, such as life insurance, health insurance, and disability insurance, and help you determine which policies are best suited for your needs.

my goal as a financial advisor is to help you achieve financial security and peace of mind. Whether you're just starting out or have been investing for years, I'm here to help you navigate the complex world of finance and make informed decisions about your money.

Whether you're just starting to build your wealth, or looking for ways to protect and grow your assets, I'm here to help you navigate the complex world of finance. With my knowledge and expertise, you can make informed decisions that will help you achieve financial success. So, feel free to ask me any questions you have, and let's get started!

Contact Me HERE

Quality that Makes a Difference

Testimonials from Clients

  • “Louis Wu Shi Wei is a remarkable financial advisor who provides effective financial solutions. I knew him more than 4 years. He takes care of my whole families’ policies. Me, my wife and my two children He has ability to address complex policies term into a simple way for understanding. What’s more , he keeps the same energy to serve us before we bought the policies and after that . I will recommend him to those whom needs professional financial advisor .”

    Htin Daing Aung (37 years old)
  • “Louis是专业强、且耐心的理财顾问! 他解决了我退休后的收入问题,让我和家人都感到非常安心。 耐心解答我的每一个疑问,多次上门,给我详细讲解方案细节,让我这个年纪大的人也能理解。 特别是在财富传承方面,他的建议非常实用,避免了未来可能出现的纠纷问题。 我会推荐他.”

    Mr Tan Boon Haw (74 years old)
  • “I am grateful to Louis for his patience and professionalism. As a senior client, sometimes may forget insurance policies details ,but Louis took the time to carefully review my existing policies and explain in a clear and simple way. He was always patient, even with the smallest claims, ensuring that I was well taken care of. His dedication and genuine care for his clients make him a trustworthy and reliable advisor. I have recommended him to my other 5 siblings , and also recommend to anyone looking for honest and thoughtful financial advice.”

    Mdm Teo Soo Guek (66 Years Old)

Learn more about WU SHIWEI LOUIS

Discover how
#ChooseQuality
benefits you

Trusted by 120k+ Clients in Singapore

Choose a Solid Track Record

With more than 23 years in Singapore, we are a trusted and proven partner to journey with you.

Choose Comprehensive Solutions

With a portfolio of more than dozens of insurers and fund houses, we implement the best solutions for you.

Choose Trusted Advice

Our representatives are backed by wealth management teams, proprietary tools, and marketing support.

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A track record of quality service

  • with more than 23 years of excellence , Financial Alliance is Singapore's leading financial advisory firm.

  • Financial Alliance is a leader in providing wealth advisory services to individuals and corporates alike, including private wealth advisory, Islamic wealth advisory and fee-based advisory.

Quality by the numbers.

130,000+

clients and growing

450+

financial adviser representatives

23+

years in business

$1 billion+

assets under advice

Extensive Network of Business Partners

17 Life Insurers
36 General Insurance Partners
11 Investment Platforms
16 Financial Institutions
9 Estate Planning Companies
70 Asset Management Firms

#ChooseQuality with WU SHIWEI LOUIS

An in-depth insurance portfolio review with WU SHIWEI LOUIS could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.