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Meet Your #ChooseQuality
Financial Adviser Representative


Goh Wei Yuan Leon 吴伟源

Associate Director


 
About Goh Wei Yuan Leon 吴伟源

With over a decade of experience in the financial advisory industry, I’ve dedicated my career to helping professionals and business owners navigate their wealth journey with clarity and confidence.

My journey began with a solid academic foundation in Banking and Finance. While I initially aspired to be a private banker, I discovered my true calling after transitioning into Financial Advisory—where I found deeper meaning and impact in serving individuals directly.

To better support my clients, I attained professional designations such as the Associate Wealth Planner (AWP) and Associate Estate Planning Practitioner (AEPP). These credentials have strengthened my ability to provide holistic, tailored solutions across the areas of wealth accumulation, protection, and legacy planning.

At the heart of my practice lies the Soul Wealth Group’s Wealth Journey model—a structured framework that guides clients through every life stage. Whether you're starting your first savings plan, growing your investment portfolio, or preparing for retirement, I’m here to simplify the process and make it actionable.

I believe that financial success starts with understanding. By breaking down complex concepts into clear, manageable steps, I empower my clients to make confident, informed decisions.

Let’s take small, intentional steps today—so you can enjoy a secure and prosperous tomorrow.

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 Goh Wei Yuan Leon 吴伟源

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