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WealthDex is a group of authorised Financial Consultants representing SP-JTGroup,
Authorised Representative of AIA Singapore Private Limited (Reg No. 201106386R).
Our Story
Wealthdex aims to be your comprehensive resource for financial planning. Our team came together with a goal to address the challenges of retirement planning while offering holistic financial planning and advisory in Singapore.
Whether you're planning for retirement or seeking broader financial advice, we seek to be your trusted advisor to help in achieving your financial dreams with confidence.
Meet the Team
Personal Wealth Manager
Vincent Tan
(MAS RNF: TMF200114063)
With over 14 years in the Finance industry, Vincent started as a Personal Banker and transitioned to the Insurance industry. He is currently a Personal Wealth Manager specialising in servicing High Net Worth clients.
Outside of work, he enjoys sweating it out over soccer and cycling with his buddies.
Personal Wealth Manager
Eric Tan
(MAS RNF: TMW300166400)
After over a decade of experience in accountancy, Eric transitioned to the insurance industry 11 years ago. As a Chartered Financial Consultant with AIA Singapore, he leverages his extensive financial management experience to provide top-notch financial advisory services.
Beyond his professional life, Eric is an avid runner and enjoys playing golf and basketball, staying active and balanced in his leisure time.
Personal Wealth Manager
Ho Jian Xiong (JX)
(MAS RNF: HJX300432089)
JX began his career as a student advisor in 2017 and graduated with honors in BSc Mathematical Sciences in 2021.
Passionate about the intricacies of financial planning, he became a Chartered Financial Consultant in 2022 and earned a Certificate in Private Banking Level 1. Aside from working, he loves to head outdoors to play golf and tennis.
Personal Wealth Manager
Li Wenbo
(MAS RNF: LW300002630)
With a background in mechanical engineering and six years of experience in the financial industry, Wen Bo is dedicated to providing exceptional service to his clients.
Known for his responsiveness and attention to detail, he prioritizes addressing his clients' needs promptly. His creative approach to problem-solving enables him to craft innovative solutions tailored to each client's unique situation.
Our Mission
What We Do
To empower businesses and individuals to navigate the complexities of financial and life planning with confidence.
We offer informative content, engaging events, and personalized consultations to companies and individuals to demystify finance and make planning accessible to all. Our tailored strategies prioritize your unique goals and aspirations.