Honest planning for Singapore families
Plans that protect what matters most.
I've spent more than twenty years helping Singapore families with insurance, trusts, and will planning. Practical advice, honest reviews, no sales pressure.
Wendy Liew刘文爱
Assistant Vice President, Financial Services · Manulife Financial Advisers Pte. Ltd.
MDRT member · AEPP
About me
More than twenty years in finance. Now focused on what matters.
I've spent more than two decades in Singapore's banking sector, leading wealth management teams and managing portfolios for high-net-worth clients across DBS, OCBC, ANZ, and Standard Chartered.
In late 2021, I stepped away from corporate banking to do what I'd always loved most about the work: sitting across from a family, listening to what they actually need, and building a plan that protects them.
What I help with
Three areas, deeply known
Each is its own discipline. I focus on these because they're the planning decisions that compound over decades.
In their words
Quiet confidence, built over time
My clients are families I've known for years. These are the kinds of things they say.
Insights
Notes from the practice
Plain-language thinking on the planning questions I hear most often.
Not sure where to start?
The first conversation is a no-cost review of what you already have. I'll tell you honestly whether you need anything else, and what it's worth.