Education / Professional Qualifications
- Wealth Management Consultant, PIAS
- Bachelor in Business (Hons)
- Associate Estate Planning Practitioner (AEPP®)
- EPPL Asia Associate Financial Consultant (AFC)
Awards
Leo Tan Zhi WeiWealth Management Consultant
contact details
Education / Professional Qualifications
- Wealth Management Consultant, PIAS
- Bachelor in Business (Hons)
- Associate Estate Planning Practitioner (AEPP®)
- EPPL Asia Associate Financial Consultant (AFC)
Awards
From an early age, Zhi Wei harbored reservations regarding the insurance and finance sector. Witnessing agents employing aggressive sales tactics at roadshows and through door-to-door solicitation, Zhi Wei perceived them as mere salespeople focused on pushing products rather than genuinely understanding clients’ needs.
However, delving deeper into the industry, Zhi Wei’s perspective underwent a transformation. Reflecting on his initial reservations, he posed a pivotal question to Victor, a seasoned professional, when presented with the opportunity to join his team: “Do you prioritize product sales over comprehensively assessing clients’ needs to offer tailored solutions?” Victor’s response not only affirmed the importance of client-centricity but also resonated deeply with Zhi Wei’s personal ethos.
Today, Zhi Wei finds fulfillment in his role as an adept advisor, driven by a commitment to serving clients’ best interests. His aspiration? To challenge prevalent misconceptions surrounding the industry and foster positive change. Fortunate to be part of a team sharing this vision, Zhi Wei collaborates with colleagues dedicated to elevating industry standards and enhancing client experiences. Together, they strive to reshape perceptions and pave the way toward a more transparent and client-focused future.
Why AEPP
The AEPP® certification represents a notable step for financial advisors, showcasing their dedication to refining their skills in estate planning. Through practical application and guidance from experienced practitioners, AEPP® designates gain valuable insights to address their clients’ needs in wealth succession and asset protection. This certification highlights their capacity to offer meaningful value to their clients’ financial plans, delivering customized solutions aligned with their long-term goals and objectives.
The Associate Estate Planning Practitioner (AEPP®) designation is awarded by the Society of Will Writers (SWW) of the UK and the Estate Planning Practitioners Limited (EPPL).
Wall of Trust
“𝐏𝐀𝐓𝐈𝐄𝐍𝐓, 𝐌𝐄𝐓𝐈𝐂𝐔𝐋𝐎𝐔𝐒 𝐀𝐍𝐃 𝐔𝐍𝐃𝐄𝐑𝐒𝐓𝐀𝐍𝐃𝐈𝐍𝐆”
Zhi Wei is a very patient and meticulous person. Whenever I have any questions to ask him, he will explain to me in detail and make sure I understand everything. I have had a great time working with him and feel at ease having him to help me take care of my policies and plan for my retirement. He understand what I need so he will only recommend what is good and suitable for me.
-Yong Ng Assistant Operation Manager
“𝐑𝐄𝐒𝐏𝐎𝐍𝐒𝐈𝐁𝐋𝐄, 𝐒𝐈𝐍𝐂𝐄𝐑𝐄 𝐀𝐍𝐃 𝐊𝐍𝐎𝐖𝐋𝐄𝐃𝐆𝐄𝐀𝐁𝐋𝐄”
I have known Zhi Wei for 20 over years and he has always been a very responsible and sincere person. He has helped me to sort out my policies and manage my portfolio well by always ensuring that I get the best deal through his comparison analysis. He is very knowledgeable and responsive whenever i need any assistance from him. A very trustworthy advisor and has never ever push or hard sell anything to me before.
-Shahrizal Civil Servant