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

WealthDex is a group of authorised Financial Consultants representing SP-JTGroup, Authorised Representative of AIA Singapore Private Limited (Reg No. 201106386R).

Our Services

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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).