My Story

I am a Life Planner with more than 2 years experience in Personal Financial Planning industry. I assist lots of clients by giving them professional advises based on their own financial status. Servicing clients is always my first priority in my job in order to ensure my clients are at ease and satisfied. I’m glad that I am in this industry, as I can assist my clients and friends in achieving their financial goals through financial planning. 

My Services

I may assist you run through you very own financial figures & goals.You may call it as Financial Check-Up.

 

>> Diagnose

Assist you diagnose your current financial status. Do you on the right path towards your ultimate goals?

 

>> Objective

Where & What would you like to accomplish in the future. How much does that cost? Am I financially prepare for that?

 

>> Method

Assist you to Protect & Grow your Wealth via various financial tools.

 

>> Evaluate

Evaluate & modify from time to time over the journey.

Background

  • Bachelor of Business (Hons) In Marketing, TARUC

Experience

  • Involved in Personal Financial Planning industry for more than 2 years.

Testimonials

  • Tan-Sales Assistant

    Wei Bin is a professional Life Planner which had given me helpful advice and helped me a lot in my financial planning. I feel at ease when my financial planning was handle by him. I will recommend Wei bin for anyone who which to have financial planning.

  • Leong-Event Planner

    I will highly recommended Wei Bin because of his great responsibility, professionalism and also fast reply once I had any questions regarding to financial planning.

    Video

    Contact Me

    Office Number     : 03-4149 8292

    Hunting Line        : 012-219 2923

    Email Address     : welinkadvisory@gmail.com