Clare Xu

Wealth Manager (Dual Licence)

MAS Rep No: XC-300436852

Languages: English, Mandarin

+65 8201 1991

clarexu@phillip.com.sg

ABOUT ME

I am a Wealth Manager holding dual-licence in securities trading and financial advisory. My one-stop solutions to individual and corporate clients include: #COMPREHENSIVE FINANCIAL PLANNING (cash flow and tax planning, life and health insurance, education funding, retirement planning, estate planning, business succession planning); #GENERAL INSURANCE (car, home, maid, travel, personal accident); #BUSINESS INSURANCE (property and liability, cyber security, WICA, foreign worker medical, bond, group insurance); #INVESTMENTS (DIY trading, investment advisory, discretionary management, robo-advisory); #LOAN ADVISORY (mortgage, premium financing, personal loan, business loan). Click “OPEN AN ACCOUNT” above, or WhatsApp / Email me, to start a conversation today~

MY PROFESSIONAL SERVICES

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PROMOTIONS

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