Alex Yu - Financial Planning

I am Alex, a dedicated Finance Navigator specializing in strategic Asset Management and Wealth Distribution.

My mission is to empower Pre-Retirees and Retirees to achieve a retirement that surpasses mere financial security. Together, we design a personalized plan not only for early retirement but also for the thoughtful distribution of wealth.

By ensuring strategic wealth allocation, my clients not only enjoy the freedom of an Early Retirement but also indulge in travel adventures, create cherished family moments, and passionately pursue lifelong interests.

Let's collaboratively transform your dream retirement into a reality filled with abundance and fulfillment!

Unique, Personalised Financial Report

Step into a financial journey designed exclusively for you with our Personalized Financial Reports. Beyond numbers, our reports uncover the unique story of your finances, blending cutting-edge analytics with a personal touch. We go beyond mere dollars and cents, focusing on your dreams and wants. Join us as we chart a course to not only safeguard your wealth but to turn your aspirations into tangible realities.

Unlocking Insurance Value

Unlock the full potential of your insurance with our personalized approach to maximize your dollars, ensuring you get the most value for your money.

Our tailored strategies can save you 10-20% on insurance premiums without compromising on protection. Let's secure your future without breaking the bank—because peace of mind should be affordable and tailored just for you.

Lasting Power of Attorney

Within our comprehensive services, we specialize in Lasting Power of Attorney (LPA), an indispensable aspect of future planning.

We adeptly navigate you through the LPA process, empowering you to designate a trusted advocate for pivotal decisions. More than mere legal documentation, our approach is a personalized service ensuring your voice is heard and your wishes respected.

Wealth Distribution

It's all about your story and your wishes. We're not just about legal stuff; we want to understand what matters to you. Let's create a will that's not just about money but also captures your dreams, values, and the impact you want to leave behind. It's YOUR Legacy, made simple and personal.

Master Fund Advisor

2021

Estate Planning, Wills and Trusts for Financial Service Professionals

2023

YOURS FREE:

Simple financial concepts that everyone can adopt to improve their financial situation immediately!

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PS: This book serves to provide the tips and strategies on financial planning, but most importantly you need to apply and practice these strategies. Happy reading!

Tel: 87515120/ Email: alexyu0214@gmail.com

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