Wei Ting Sow, Cfp® Email & Phone Number

The Chinese have a saying that "谈钱伤感情", or talking about money hurts relationships. I hope to achieve the opposite, to explore important conversations about money that protects our closest relationships - I hope to achieve "谈钱护感情".Hello, my name is Wei Ting. I am a Certified Financial Planner® (CFP®) who specializes in holistic financial planning with a focus on retirement planning. I attained the CFP® qualification in 2019, the industry's Gold Standard of professionalism.I became a financial planner in 2014 because I was impressed by the good work of my financial planner. We have been colleagues for many years now! Prior to that, I graduated from NTU as a chemical engineer, obsessed with data and processes. This rigorous training that is centred on data and processes forms the foundation of my philosophy to financial planning.☕️What you can expect as my clientYou will get access to my meticulously designed financial planning process backed by data. The process will be bespoke for you based on your F.O.R.M (Family, Occupation, Recreation, Money) goals and aspirations.We will do regular reviews so that you have good visibility on whether you are on track to your F.O.R.M goals. This is also where I will be your financial coach to share more about financial concepts and guide you on major financial decisions (such as buying a house or preparing for your retirement). We will also touch base frequently to update you about the market or changes to your financial plans.🍣Why the financial advisory firm matterA sushi chef with many years of experience still needs his good set of sharp knives and fresh ingredients to make an unforgettable omakase. I view my role as similar, except that instead of knives and ingredients, I have a whole suite of excellent insurance and investment plans. I am a representative at a financial firm that has a stellar investment team and partners with most of the insurers in Singapore. This has allowed me to prescribe the best-in-class plans to my clients.💪🏻Who will benefit from working with meClients who have benefited the most are busy professionals who are committed to robustly plan and shrewdly manage their finances so that their money and TIME is spent wisely – to protect their families, create beautiful memories, live out their best lives, and leave a legacy.🤝You are in good handsBecause ours will be a long-term relationship, I welcome you to have a chat first to explore if we will be a good fit. Please drop me a message to schedule an appointment.Have a good day!

Listed skills include Business Development, Market Research, Strategy, Business Strategy, and 14 others.

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  Certified Financial Planner, Cfp®

  Ipp Financial Advisers

  2014 - Present

  Founded in 1983, IPP Financial Advisers Pte Ltd is one of the biggest Financial Advisory Firm in Singapore.🎤Represented Financial Planning Association of Singapore (FPAS) to give a retirement talk for Tsao Foundation's event "A Future Without Worries: Women's Journey to Financial Freedom".🎤NTU Distinguished Alumni Forum Speaker on topic "Planning for a Purposeful Life After Retirement".