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Empowering Your Financial Journey.
YOUR SOURCE FOR FINANCIAL NEWS & INSIGHTS
WealthDex is a group of authorised Financial Consultants representing SP-JTGroup,
Authorised Representative of AIA Singapore Private Limited (Reg No. 201106386R).
About Us
Welcome to WealthDex, your partner in financial empowerment. We're a team of experienced financial services consultants dedicated to supporting our clients in achieving their financial goals at every life stage.
We offer informative content, engaging events, and personalised consultations to companies and individuals to demystify finance and make planning accessible to all.
Our 4W Framework
Wealth Protection
Involves safeguarding your assets from potential risks and liabilities through strategies like insurance, asset protection trusts, and risk management plans. It aims to secure your financial well-being and ensure your wealth is not eroded by unforeseen circumstances or legal challenges.
Wealth Accumulation
Focuses on growing your net worth through strategic investment planning and disciplined saving and spending habits. It involves identifying appropriate investment vehicles and asset allocation models to build and compound your wealth over time.
Wealth Preservation
Designed to maintain and protect your existing wealth from erosion due to factors like inflation and market volatility. This pillar emphasizes risk management, and diversification to sustain your wealth for the long term.
Wealth Distribution
Encompasses strategies for transferring your wealth to future generations, charitable causes, or other beneficiaries in a financially sound and legally compliant manner. It involves estate planning, trust structures, and philanthropic giving to ensure your legacy is preserved and distributed according to your wishes.
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