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Meet Your #ChooseQuality
Financial Adviser Representative


David Wu

Financial Advisory Manager | Certified Financial Planner

About David Wu

I am a Financial Coach, Certified Financial Planner, and Life Enthusiast.

With over 15 years of experience in international banking and financial services, I am dedicated to empowering individuals to take control of their financial lives. My mission is to demystify complex financial concepts, helping clients right-size their resources and explore a broader spectrum of life choices.

As a passionate advocate for financial literacy, especially within underrepresented communities, I combine holistic, unbiased advice with practical strategies. I believe that living a simple, purposeful life is the key to achieving true financial independence. I am also the founder of minimalistinthecity.com, where I promote minimalism as a pathway toward clarity, purpose, and financial freedom.

Beyond my advisory work, I actively contribute to the digital finance space through platforms like CPF, The Financial Coconut, and iFast, sharing insights that foster financial wellness and literacy. My approach centers on building lasting relationships, walking side by side with my clients on their journey toward financial clarity and personal fulfillment.

I am a firm believer in "living a simple and meaningful life," and I help my clients discover their ikigai and craft tailored financial plans aligned with their passions. My dedication to education goes beyond one-on-one coaching—I frequently speak at conferences, seminars, and community events, inspiring audiences to embrace deliberate financial and life choices.

When I’m not guiding clients or sharing insights, I enjoy adventures in nature, with goals to climb Mt. Kilimanjaro and trek across Patagonia—reminding us all to seek fulfillment through exploration and purpose.

Let’s collaborate to unlock your financial potential or inspire others to take charge of their financial future.

You can see some of my publicly available work here: https://engage.fa.com.sg/davidwu/

Please feel free to contact me for a no-obligation exploratory chat.

 

Quality that Makes a Difference

Testimonials from Clients

  • “I had the pleasure of working with David at ABN AMRO and more recently required his services as a Financial Advisor. As he has access to different banks, insurers and Financial partners as such he is able to provide unbiased advise by choosing the most suitable product for me. Furthermore his holistic approach is thorough. We discussed on many aspects of Financial planning such as insurance, mortgages, investments, will and estate planning. I highly recommend David to anyone looking for Financial planning!”

    Chandhan Alwani

  • “David, thanks for the valuable engagements and the benefits you provided over these past few weeks. There were indeed some surprises when we dig deeper on mortgages, insurance coverage, and investment portfolios. One of the advantages was the one-stop shop. Instead of multiple sessions with various specialists, you were able to give all the information then and there, with comprehensive planning and actions. It has benefitted me, and I'm sure, others will also find it beneficial. I wish you the best of luck in your new role as a financial coach and your mission to promote financial planning with a lifetime of relationships!”

    Alok Shukla

  • “Appreciate David for his valuable knowledge and information to help me look at my financial portfolio with meticulous efforts. Highlighted the investment pitfalls and insurance coverage with a minimalist approach on essentials that are vital for retirement. As a financial advisor, he gives unbiased advice with knowledge through his accesses to most financial solutions in the market. He respects your concerns and guide you to understand what your future lies ahead. Choosing the best products to fit your requirement and situation with his one-stop shop to ensure you are comfortable with. It has benefitted me with his advice that made me seriously look at my financial portfolio when I reviewed my investment and made the right decision to liquidate some old investments on timely basis before the market turned. Thank you and keep up the good work!”

    Samantha Tan

Learn more about David Wu

Discover how
#ChooseQuality
benefits you

Trusted by 120k+ Clients in Singapore

Choose a Solid Track Record

With more than 23 years in Singapore, we are a trusted and proven partner to journey with you.

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With a portfolio of more than dozens of insurers and fund houses, we implement the best solutions for you.

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Our representatives are backed by wealth management teams, proprietary tools, and marketing support.

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A track record of quality service

  • with more than 23 years of excellence , Financial Alliance is Singapore's leading financial advisory firm.

  • Financial Alliance is a leader in providing wealth advisory services to individuals and corporates alike, including private wealth advisory, Islamic wealth advisory and fee-based advisory.

Quality by the numbers.

130,000+

clients and growing

450+

financial adviser representatives

23+

years in business

$1 billion+

assets under advice

Extensive Network of Business Partners

17 Life Insurers
36 General Insurance Partners
11 Investment Platforms
16 Financial Institutions
9 Estate Planning Companies
70 Asset Management Firms

#ChooseQuality with David Wu

An in-depth insurance portfolio review with David Wu could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.