About Edmund
My Expertise
Investment Planning
Wealth Accumulation
Risk Management
Estate Planning
Wills & Trust
General Insurance
“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”
— Pablo Picasso
Edmund Wee CFP®, AEPP, IBFA
Certified Financial Planner
From Risk Management in the form of Insurance, Savings or Wills to Investments and Mortgage. Establishing an objective is the key in financial, retirement and investment planning. The objective keeps your mind focused during the journey and your eye firmly on the prize.
My job is to help navigate and enhance the journey.
Trusted by best companies around the world
What We Offer
Navigating Your Financial Future With Our Services
Our goal at Edmund Wee is to provide you with personalized financial strategies to help you achieve financial freedom. Explore our services and see how we can guide you on your path to success.
Personal Financial Planning
Assisting individuals in understanding their financial situation and planning for future goals, such as buying a home, paying for education, or planning for retirement.
Investment Advice
Providing recommendations on investment strategies, asset allocation, and specific investment opportunities based on clients’ financial goals and risk tolerance.
Investment Planning
Assisting individuals in understanding their financial situation and planning for future goals, such as buying a home, paying for education, or planning for retirement.
Estate Planning
Assisting individuals in understanding their financial situation and planning for future goals, such as buying a home, paying for education, or planning for retirement.
Risk Management
Assisting individuals in understanding their financial situation and planning for future goals, such as buying a home, paying for education, or planning for retirement.
Wealth Accumulation
Assisting individuals in understanding their financial situation and planning for future goals, such as buying a home, paying for education, or planning for retirement.
Wills & Trust
Assisting individuals in understanding their financial situation and planning for future goals, such as buying a home, paying for education, or planning for retirement.
General Insurance
Assisting individuals in understanding their financial situation and planning for future goals, such as buying a home, paying for education, or planning for retirement.
Risk Management
Assisting individuals in understanding their financial situation and planning for future goals, such as buying a home, paying for education, or planning for retirement.
General Insurance
Assisting individuals in understanding their financial situation and planning for future goals, such as buying a home, paying for education, or planning for retirement.
Case Studies
Success Stories: See Our Impact
Case - 01
Retirement Planning
From uncertainty to security: Through comprehensive planning and strategic investment advice, we enabled Mr. Tan to look forward to his retirement with confidence and peace of mind.
Case - 02
Investment Advice
Transforming savings into growth: Ms. Lim’s journey from being a novice investor to owning a balanced and tailored investment portfolio showcases our commitment to personalized, patient, and practical financial guidance.
Meet With Expert
Value-Driven Financial Services
Your financial success is our goal, and that begins with transparent and accessible pricing. Find the perfect match for your financial needs and budget with our range of offerings.
