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Buy NowI'm a financial coach who regularly advises clients on how they could strengthen their financial positions by simplify it and right-sizing their resources to have more options in life. Ultimately, be in a financial position to design a life around their work instead of the other way round.
As an independent financial advisor, I'm dedicated in tailoring holistic financial advice and solutions in the best interest of my clients through understanding their life aspirations and cultivating a life-long relationship with them, accompanying them through their financial journey.
I'm also actively involved in bringing financial literacy to individuals who are currently underrepresented through financial education and writing engagements. With over 12 years of international banking and financial services experience,
I'm also a Life coach and Founder of minimalistinthecity.com, a personal lifestyle and finance site that advocates minimalism and financial independence. I help people discover how decluttering and minimalism could help them to find their true identity so that they could live a purposeful life and achieve their desired lifestyle.
I'm very passionate about promoting "Living a simple and meaningful life with less yet achieving ikigai and financial success in your own way".
Outside of work, I'm a family man who enjoys adventures, nature and aspire to scale one of the seven summits Mt Kilimanjaro and trek across Patagonia.
Please reach out to me via davidwu@fapl.sg
Some of my publicly featured works include:
https://thefinancialcoconut.com/tfc-chills/6-figure-debt-to-financial-independence/
https://minimalist.sg/house-tour-dave-and-kates-clean-and-simple-minimalist-hdb-home/
https://www.businesstimes.com.sg/lifestyle/feature/the-pursuit-of-less
For “INDEPENDENT” Financial Advisory firms such as Financial Alliance, its financial advice must be free from the undue influence of higher remuneration and/or meeting sales quotas. In other words, financial advice from Financial Alliance is given solely in clients’ interests.
A financial advisory (FA) firm wishing to use the word “INDEPENDENT” – as Financial Alliance does – must fulfill the conditions laid down by Monetary Authority of Singapore (MAS) at all times.
No, the mere fact that a FA Firm can sell the products from more than one insurer or business partner does not mean that the FA Firm is “independent”.
In Singapore, only a handful are “Independent Financial Advisory Firms” because only a few are able to ensure that the financial advice given is free from the undue financial influence.
As there is no such thing as an “Independent Financial Adviser” license in Singapore, IFA Firms are, in essence, “Financial Adviser” license holders who offer financial advice while being free from undue influence.
We have your best interest at heart and will leave you to make your decision. We only ask that, when you deal with a FA Firm, you find out for yourself if it is truly an IFA Firm or a FA Firm.
If impartial financial advice is what you seek, then you should only engage an IFA Firm.
At Financial Alliance, we are dedicated to offering our clients independent financial advice. Please feel free to contact us at feedback@fa.com.sg to find out how our independent financial advice would benefit you.