ANDREA WEALTH DESIGN

BESPOKE SOLUTIONS WITH YOU AT THE HEART OF IT.

PROVEN INCOME PRODUCING ASSETS FRAMEWORK

In the course of my work I help people to Protect their Income and also Grow their wealth. Many find that relying on their Active Income alone is difficult to attain their Desired Retirement Lifestyle. Using my proven Income Producing Assets (IPA) Framework, I have helped many Create Multiple Pots of Wealth that will pour income at different stages of life ensuring protection and achieve their Desired Lifestyles.

OUR SERVICES

VALUED PROPOSITION

UNDERSTAND YOU.
Your current standing. Your Financial Goals and Value system.
ANALYSE to find the BEST solution in terms of:
Suitability and Value.
TUNE the solutions to better fit you.

PROTECT

The basis of financial strategies is to protect your current income and assets from unforeseen events that will leech your income away.

ACCUMULATE

Build your Pots of gold, using my proven INCOME PRODUCING ASSETS FRAMEWORK.
See financial Growth within your Grasp so you can achieve your Desired Lifestyle sooner.

IMPLEMENT

“Create a definite plan for carrying out your desire and begin at once and put this plan into action.” Napoleon Hill, author.

OUR OFFERS

Here are some packages we offer our clients.

WEALTH ENHANCER REPORT

Deep dive into understanding your current financial standing with a comprehensive financial report and evaluation.

$1200*

Original ~~$1800~~

Indicate [ MONEYNOW ]

in the comments section.

WILLS TRUSTS AND LPA

Make sure your legacy lives on the way you intend. We offer Wills and Trust planning.

$170

Per will + LPA

Consider:

1. Are your assets enough for your desired distribution?

2. Is Your Assets moveable or immovable? Why is this an important consideration.

3. Are your loved ones wise enough to handle large lump sums of Cash?

Indicate [ WILLPLAN ]

in the comments section.

ATTEND A SHARING

Attend a zoom sharing by our highly acclaimed speaker on various topics. Attendance by invite only.

fREE

Limited slots weekly

Our acclaimed speaker is a
MoneySense Speaker with close to 40 years in the financial industry.

Titles and Accolades:
Senior Financial Services Director
Chartered Financial Consultant
Chartered Life Underwriter
Certified Financial Planner
B.Soc.Sc. (Hons Econs)

Investing for Wealth Growth in 2021.

Investments trends and findings for year 2021. What are the things to look out for in a good investment decision.

What My Clients Say:

"I'm impressed with Andrea's adaptive and holistic service. She analyses my portfolio and tailors the solution to save on taxes and improve my coverage as well as create income producing assets. By creating multiple pots of income providing flexibility as well as growth, my later years will be comfortable. Grateful for Andrea, she is my one stop solution for financial growth and tax planning. I fully trust her ability, sincerity and passion to serve her clients."

Angela Lim,

Director of IT

"I got to know Andrea from a friend of mine. She was very caring and have since become a friend of my family. Andrea is very customer orientated and very patient in explaining everything. She has very smooth processes and very good follow up. She provides excellent services and has taken care of myself and family's financial needs. She has helped me, in terms of my personal finances and optimized my portfolio, by saving annual contributions and increased my coverage. We are now working on building more passive income, for my retirement and I look forward to her advice on how to achieve my retirement goals. I am glad I have placed my trust in her."

Vicki Ang

Admin Executive

“Andrea is really passionate about what she does. She is meticulous and driven in delivering great financial advise and service. She knows about the market trends which really helped with my insurance and investment portfolio. She is responsive and acts quickly to take care of my policies. It's been a pleasure.”

Taferine Huang

Digital Marketing Manager

ADDRESS

6 Shenton Way, #09-08 OUE Downtown 2, Singapore 068809

TEXT OR CALL

Drop me a line +65 8830 0605

EMAIL

Andrea.chua@proinvest.com.sg