Andy Wu2024-01-09T09:37:59+08:00


“I see my work as the “Chief Financial Officer” of my clients by helping them to manage their critical financial numbers.”


Financial Services Manager

RNF No. WRX200165661


Something About Me…

I entered the financial services industry in 2008 as a Relationship Manager with a local bank helping banking customers with their financial needs. I am a natural organiser – always putting events together for family, friends and colleagues to get together and have a good time.

This love of helping people get things organised is what I’ve brought into my work as a financial planner. It motivates me to plan for others by finding the best strategies for their financial protection and retirement. I see my work as the “Chief Financial Officer” of my clients by helping them to manage their critical financial numbers.

I Specialize In…

Planning for people who are right in the middle of building their family and career. Spare time is almost always a luxury and they need someone they can trust to help them in their important financial decision making. I focus on looking at potential financial blind spots and provide solution to cover these blind spots.

A particular niche area in financial planning that I focus on as well is insurance protection for people on long term visit pass. I started helping this particular group when I was first referred to someone looking to insure his parents who are visiting for the long term and I realised that this is an area that not many people have the knowledge on how to plan.

What I Like Most About Being A Financial Planner Is…

When I feel that my clients trusts me. It’s not something that can be defined clearly but both the client and myself seems to reach that point where we see each other as beyond just a working or business relationship.

This responsibility given is something I never take for granted.

If I Can Only Give One Piece Of Financial Advice, It Is…

Knowing what you really want and plan to make it happen. Luck is not a dependable strategy.

My Most Treasured Memory At Work…

Getting Chinese New Year goodies like “Ba Kwa” from my client during the festive season. It feels good to be recognised as one of the most important person in their life. Of course, I make sure that I give out my fair share of “Ba Kwas” as well!


“Andy is a dedicated planner who sincerely wishes to help his clients. After sharing my concerns with him in getting insurance, he patiently explained things and went straight to the point to tackle the concerns I had. He also went out of the way to help me appeal to remove health exclusions. Thank you Andy! :D”

Janessa Thong

“I am incredibly grateful for the exceptional service provided by Andy. His expertise and attention to detail ensured I have the best coverage tailored to my needs. His professionalism and prompt responses have made navigating insurance complexities a breeze. I highly recommend Andy’s services to anyone seeking a reliable and knowledgeable financial planner.”


“Andy has been my planner since i started working and he has always been prompt in my questions and seeks to understand what i need before showing me the options.”


“Andy is very knowledgeable and responsible. Always provide response to my queries swiftly! I have trust in him to handle all my insurance policies.”

Li Charng

“Andy has been prompt and responsive to all my impromptu enquiries on the policies I have gotten from him. It has been a pleasure to work with Andy and I hope he will continue to thrive in this industry!”

Zhou Shuping

“For almost 10yrs been trusted our adviser and giving more choices for the right coverage for me and my family that is suitable on our current financial status and we appreciate that a lot. We enjoy and grateful for the support that also giving us. This event is great family bonding. Thank you again for inviting us.”

Mah Marilou

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