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Meet Your #ChooseQuality
Financial Adviser Representative


David Wu

Financial Advisory Manager | Certified Financial Planner

About David Wu

Hello! I’m a dedicated financial coach and a certified financial planner with a passion for guiding clients toward a more empowered financial future. My mission is to simplify financial complexities and help individuals right-size their resources, enabling them to explore more choices in life. Ultimately, I aim to empower you to design a life that revolves around your passions, not just your paycheck.

As an independent financial advisor with over 15 years of international banking and financial services experience, I deliver tailored, unbiased holistic advice that truly reflects my clients’ life goals. I believe in building lasting relationships, walking alongside my clients through their financial journeys, and prioritizing their best interests at every step.

In addition to my advisory work, I am fueled by a commitment to enhance financial literacy, especially among underrepresented individuals. Through engaging education and thoughtful writing, I strive to make financial knowledge accessible to all. As a Life Coach and the founder of minimalistinthecity.com, I promote the principles of minimalism and financial independence, helping people discover how decluttering can lead to a more meaningful and purpose-driven life.

I am also actively involved in the digital finance space, contributing to platforms like CPF, The Financial Coconut, and iFast, where I share insights and promote financial wellness. I wholeheartedly believe in "living a simple and meaningful life," where you can achieve your ikigai and financial success in ways that resonate with who you are.

Outside of my professional pursuits, I'm a family man who thrives on adventures in nature. I'm currently aspiring to scale Mt. Kilimanjaro and trek across Patagonia—exploring the world is one of my greatest joys!

 

Quality that Makes a Difference

Testimonials from Clients

  • “I had the pleasure of working with David at ABN AMRO and more recently required his services as a Independent Financial Advisor. As a Independent Financial Advisor he has access to different banks, insurers and Financial partners as such he is able to provide unbiased advise by choosing the most suitable product for me. Furthermore his holistic approach is thorough. We discussed on many aspects of Financial planning such as insurance, mortgages, investments, will and estate planning. I highly recommend David to anyone looking for Financial planning!”

    Chandhan Alwani

  • “David, thanks for the valuable engagements and the benefits you provided over these past few weeks. There were indeed some surprises when we dig deeper on mortgages, insurance coverage, and investment portfolios. One of the advantages was the one-stop shop. Instead of multiple sessions with various specialists, you were able to give all the information then and there, with comprehensive planning and actions. It has benefitted me, and I'm sure, others will also find it beneficial. I wish you the best of luck in your new role as a financial coach and your mission to promote financial planning with a lifetime of relationships!”

    Alok Shukla

  • “Appreciate David for his valuable knowledge and information to help me look at my financial portfolio with meticulous efforts. Highlighted the investment pitfalls and insurance coverage with a minimalist approach on essentials that are vital for retirement. As an independent financial advisor, he gives unbiased advice with knowledge through his accesses to most financial solutions in the market. He respects your concerns and guide you to understand what your future lies ahead. Choosing the best products to fit your requirement and situation with his one-stop shop to ensure you are comfortable with. It has benefitted me with his advice that made me seriously look at my financial portfolio when I reviewed my investment and made the right decision to liquidate some old investments on timely basis before the market turned. Thank you and keep up the good work!”

    Samantha Tan

Learn more about David Wu

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 David Wu

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