Wee Chew
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Wee Chew counts herself lucky to call this her second career—she joined the financial services as a Wealth Manager three years ago.
Prior to this, she was a senior international finance leader in a multinational corporation, with 30 years of experience across multiple businesses, including holding executive leadership roles and board directorships.
While relatively new to the industry, her strong academic foundation—First Class Honours in Bachelor of Accountancy and an MSc in Applied Finance—combined with her extensive corporate experience and decades of hands-on management of her own diversified investment portfolio across equities, property, fixed income, and insurance, has enabled her to build a robust foundation and advise clients with confidence and credibility.
Having achieved financial independence, Wee Chew is driven not by the pursuit of commissions, but by a genuine desire to help others gain clarity, confidence, and peace of mind in their financial lives.
She believes that good financial advice begins with listening and understanding what truly matters to each client.
Her approach is thoughtful and unhurried, focusing on detailed reviews, unbiased recommendations, and maintaining regular, meaningful engagements with her clients over time.
Wee Chew works best with responsible financial stewards—individuals and families who value discipline, long-term planning, and trusted advice through different seasons of life.
Her aspiration is to serve as a trusted personal CFO to her clients, providing the same care, diligence, and perspective that she once brought to the organisations she supported as a corporate CFO.
Wee Chew is an avid supporter of national events such as the Paralympics and has traveled with the national team to cheer them on on behalf of the country.
Derek L.
We have worked with Wee Chew for just over half a year. During this time, she has been a responsive and dependable advisor, readily accommodating our meeting needs and generous with her advice, particularly in relation to insurance matters. Follow-up actions post meetings are carried out expediently and this has helped us get our affairs in order.
Florence L.
Wee Chew, my former colleague of over 30 years, has been my trusted financial consultant for the past three years, supporting me in retirement planning.
She is highly knowledgeable and stays updated on the latest CPF rules, regulations, and investment opportunities. She always presents well-considered options—whether in investments, savings plan, or insurance—without any hard selling, allowing me to make informed decisions confidently.
Beyond financial advice, she also shares valuable lifestyle deals and perks. I truly appreciate her professionalism, integrity, and care.
Thank you, Wee Chew.
L.H.
Wee Chew has provided good guidance for my retirement planning. I enjoy our exchanges and discussions to streamline and simplify my portfolio. She’s patient, responsive and trustworthy as we review investment options that are good fit and aligned to needs and preferences.