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Li Wenjun Olivia 李文君

Financial Advisory Associate Director


 
About Li Wenjun Olivia 李文君

您好,我是 Olivia 李文君。2008 年以全额奖学金来到新加坡,并在本地最大公立医院 ICU 工作了 7 年。长期在高压与高度负责的环境中,练就了我的决策力,同时我深刻理解了风险、稳定与财务安全的重要性。也正因如此,我选择进入理财行业,希望能把“在问题发生后抢救”,变成“提前帮家庭避开问题”。医学背景带给我的,是对新加坡医疗体系的深度理解,对不同客户适合的医疗机构,专家以及治疗的专业严谨判断力,也是一种对每一个家庭都必须认真负责的态度。

进入理财行业后,我专注于 风险管理、保障架构、跨境家庭资产配置,并把医学时期的逻辑思维延伸到财富规划中。作为 金融顾问(FA),我不受任何单一公司限制,可从 150+ 金融机构 的方案中做深度比较,为客户搭建透明、可执行、长期可坚持的规划结构。我服务的客户多为在新加坡发展的专业人士、新移民家庭,以及需要更高精准度规划的企业主与高净值人士。他们的共同点是:不喜欢被推销,而需要一个站在他们立场、判断清晰、长期可靠的顾问。

我也在视频号、小红书、Instagram、YouTube(账号:奥莉私房话)长期分享新加坡的保障体系、财富规划逻辑与实用案例,希望让更多家庭在重要决策上少走弯路、拥有更高的确定性。如果您正在寻找一位专业稳健、真诚可靠、可以长期合作的顾问,我很愿意从一次轻松的交流开始,帮助您和家人建立一个更安心、更有方向的未来。

欢迎联系我-->请点击这里
Quality that Makes a Difference

Testimonials from Clients

  • “Olivia, 5 stars given to her For the reason of: 1. Profesional, reliable and committed to her clients to reach financial independence and acculmulate long term wealth. 2. Self devoted to her clients in terms of, willingness of sharing of knowledge, great Coaching abilities in terms of good foresight into the current and future. 3. Moving ahead of the curve and fastest progression in terms of performance and career progression prospect. Do look out for her and support her fully.”

    Javier
  • “Olivia is very professional and knowledgeable about investment, insurance and other financial services. She is very approachable, kind, committed. she contributes a lot to my personal growth and financial growth. 去年一月 有缘结识 Olivia, 我们的人生早期太相似了 ! 而她的之后的 人生经历 太丰富了 ! 她读过的书,经历过的事,成为的样子, 都太棒了 ! 这些词 来形容她 都很合适: 身材纤细,妆容精致,勤奋努力, 优秀自律,大方得体, 对理财投资,变富变美 更是 100%专业。 对自己所做的事 有passion 的人 都是会自带光芒的 ️ 与优秀的人同形, 你也一定会变得优秀 ! Success is not to be pursed, it is to be attracted by the person you become. - Jim Rohn”

    Stacia Tian
  • “Olivia Li is very professional, she has been very patient and helpful, giving me great advice on my financial planning. Really appreciate her time and effort. Most importantly she can stand in my shoes and plan accordingly to my need.”

    Yu Jing

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