.png)
WealthDex is a group of authorised Financial Consultants representing SP-JTGroup,
Authorised Representative of AIA Singapore Private Limited (Reg No. 201106386R).
Our Services
At WealthDex, we are dedicated to providing comprehensive financial solutions tailored to meet your unique needs and aspirations. Our range of services is organised into the following 4W framework, designed to help you achieve financial security and prosperity through all stages of life.
Wealth Protection
Safeguarding your hard-earned assets is our top priority.
Our wealth protection suite of services include:
-
Life Insurance
-
Health Insurance
-
Disability Insurance
-
General Insurance
-
ElderShield & CareShield
Wealth Accumulation
Building wealth is a key component of financial planning. Our strategies are designed to help you grow your wealth efficiently and effectively.
These include:
-
Investment Planning
-
Retirement Planning
-
Education Funding
Wealth Preservation
Preserving the wealth you have accumulated is crucial to maintaining your financial independence.
Our wealth preservation services focus on:
-
Wealth Planning
Wealth Distribution
Effectively transferring your wealth to the next generation requires careful planning. We assist you in creating a legacy that reflects your values and supports your loved ones.
Our wealth transfer services include:
-
Estate Planning (Will & LPA)
-
3rd party services also available on request