About Me

A Financial Planner at Your Service

Hi, I'm Joe,

a Financial Planner with AXA since 2016. 

Over the years, I have helped over more than 500 individuals and families, especially new family with young children, professionals from various industries.

With my proprietary strategies and advice, they now have clarity and take better control over their financial future. I simply don’t believe in the 

One-Size-Fit-All” approach.

I'll work with you to create individualised solutions.

Ask me questions, share with me what's your concern and I'll be able to identify specific financial products which suit you the best.​ Start building your financial blocks with the very best in the industry. You’ll be surprised by what I can do for you, your business and your family.

Look forward to meeting you in person really soon!

 

Income Protection
for your loved one

留爱,不留债
Leave love, not debt

It’s important to keep yourself and your loved one protected.
What happens if you're not around, only left your loved one carry on the life they have, all your consolidated debts and living cost. 
What else can you have done more, to give them a life that's not affected by you?

 

Let's find out what's your
gap and how much is sufficient to cover?

Business Solutions

企业风险管理
Business risk management

A good risk management helps with preventing unexpected large expenses. 

 

As a business owner, protecting your business interest should be your chief priority. 

Solutions as such could solve your worries:

  • WICA

  • Employee Benefits

  • Business Interruption

  • Public Liability, etc.

Let's find out what's the potential risks that your business might face?

Education Planning

for your child

前人种树,后人乘凉
One sow and another reaps

As parents, you think

the best thing you can do for your children is to encourage them to go for school and get a good education.

 

Hopefully, that will help them land good jobs with higher earning power. But that’s an expensive goal.

Would you rather save up and earn interest, or borrow money and pay the interest?

Retirement Planning for your Golden Age

未雨绸缪,防患未然
Failed to plan, plan to fail

Share with me what kind of retirement life you wish to have, and learn to set up

  • Capital guaranteed portfolio, hedges against inflation

  • Guaranteed stream of passive income

Legacy Planning

for your Future Generations

Ultimately, we wish to give your future generation a better head start with the wealth you have created and preserved.

But how can you ensure your wealth to be smoothly transferred to your desired beneficiaries in a tax-efficient, timely manner way?

Portfolio Analysis

Do you think that you are overpaid your insurance?

By using our own unique tool, BBA, I can guarantee

3 outcomes for you,
 

  • Same premium paid with more coverage.

  • Lesser premium paid, with the same amount of coverage.​

  • Lesser premium paid, with more coverage.

 

YUUNIIC YX

Joe always keen to help me out with my questions related to financial planning and policy. He is polite, fast in responding and patience. His youthful attitude and cheerful way of responding make you feel positive too when having a conversation with him.

 
 

CONTACT ME

I'm here to help and answer any question you might have. I'm looking forward to hearing from you.

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©2020 by Yap Joe Wee.