👋 Meet Wei Yen
Wei Yen is a Senior Director and estate and business succession consultant. He works as a Senior Prestige Wealth Manager, and is an MDRT and IDA qualifier.
He has been in financial advisory in Singapore since about 2009 — that’s over 17 years with the same firm. He started as a consultant and rose through the ranks to Senior Director. Along the way, he earned a double degree in Accountancy and Business from NTU.
His work is not about selling a product. It’s about answering one big question:
“What happens to this money, this company, and this family if something goes wrong?”
He helps business owners and families plan for protection, wealth structure, estate, and business succession — so that everything they’ve built passes on smoothly, not messily.
His process is simple:
- 📋 A short pre-consult survey first
- 🤝 Then a proper meeting
- 🚫 No hard sell. Just clarity.
⏱️ In 60 Seconds
I’d love to introduce you to Wei Yen.
He is a Senior Director and estate and business succession consultant, and a Senior Prestige Wealth Manager. He’s also an MDRT and IDA qualifier.
He’s been in this work since about 2009 — over 17 years with Advisors Alliance Group, rising from consultant to Senior Director. He studied Accountancy and Business at NTU, so he understands the numbers and the people behind them.
Send him a client when:
- 🏠 A family needs a clear plan for money and protection
- 🏢 A business owner needs a succession plan
- 📝 They want honest advice — not just another policy
He starts with a short survey, then a proper consult.
No pressure. Just honest advice.
If the question is “who gets what, and how does the company survive” — start with Wei Yen.
✨ One Line
Wei Yen helps business owners and families plan how wealth and the company pass on — not only how they grow.
📱 Let’s Connect
- 🔗 Linktree: linktr.ee/weiyen_n