TM Protect MosBite

Stay protected against mosquito-borne diseases with a plan designed for your peace of mind.


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Key Features & Benefits

 
 

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Need Advice?

Meet Your #ChooseIndependent
Financial Adviser Representative


Goh Wei Yuan Leon 吴伟源

Associate Director

About Goh Wei Yuan Leon 吴伟源

With over 10 years of experience in the financial advisory industry, I’ve dedicated my career to helping Professionals & Business Owner navigate their wealth journey with confidence. My path began with a strong foundation in Banking and Finance, but it wasn’t until I transitioned from aspiring to be a private banker to becoming an Independent Financial Advisor that I realized the true impact I could make.

To better serve my clients, I pursued professional qualifications like Associate Wealth Planner (AWP) and Associate Estate Planning Practitioner (AEPP). These credentials have equipped me to offer tailored solutions that span across wealth accumulation, protection, and legacy planning.

At the core of my practice is the Soul Wealth Group’s Wealth Journey model, which provides a structured framework in guiding clients through different life stage. Whether you're building your first savings plan, growing your investments, or preparing for retirement, I’m here to make your journey simple and actionable.

I believe financial success begins with knowledge. By simplifying complex concepts and breaking them down into manageable steps, I ensure that my clients feel empowered to make confident decisions. Let’s take small, intentional steps today to secure a prosperous future