MEET THE FOUNDER OF WEALTHLEGACY.SG

Meet Pei Xian

For over 12 years, I’ve helped individuals, families and business owners navigate important financial decisions — from protecting their wealth to planning for retirement and the future.

I believe financial planning goes beyond numbers and products. It’s about understanding what matters to you and making thoughtful decisions to protect, grow and preserve your wealth.

That’s why I created WealthLegacy.sg.

Senior Wealth manager

Estate & Succession Practitioner (AEPP®)

12+ Years in Financial Advisory

Wealth Planning · Retirement Planning · Estate Planning

BEYOND FINANCIAL ADVISORY

A journey shaped by building, advising and learning.

I began my financial advisory career in 2014, supporting individuals, families and business owners through important financial decisions.

Alongside my advisory career, I spent eight years building businesses as an entrepreneur. I experienced first-hand the challenges of building something from the ground up — making difficult decisions, managing uncertainty and taking responsibility.

Throughout this journey, I continued serving my financial advisory clients. These experiences shaped how I view wealth: not just as something to accumulate, but something to build, protect and manage thoughtfully.

Today, I believe good financial planning should support the life you’re building — not just the wealth you’re accumulating.

THE WEALTHLEGACY PHILOSOPHY

What I Believe

Wealth is a powerful tool.

Whether it becomes a blessing or a burden depends on the stewardship that accompanies it.

Wealth is a powerful tool.

Whether it becomes a blessing or a burden depends on the stewardship that accompanies it.

A belief that guides every conversation, every recommendation, and every family I serve.

01 — WEALTH SHOULD GIVE US SECURITY, NOT JUST COMFORT.

Wealth means little if the people and things that matter most remain financially vulnerable.

02 — GROWING WEALTH SHOULD BE INTENTIONAL.

Good decisions begin with understanding your goals, priorities and tolerance for risk.

03 — FINANCIAL INDEPENDENCE IS ABOUT HAVING CHOICES.

Wealth should give you greater freedom over how you spend your time and live your life.

04 — WEALTH SHOULD REMAIN RESILIENT AS LIFE CHANGES.

Your financial plan should evolve alongside your career, family and responsibilities.

05 — WHAT WE PASS ON SHOULD BE MORE THAN MONEY.

Thoughtful preparation can turn wealth into an opportunity for the next generation.

At WealthLegacy, I believe financial planning isn’t simply about building or preserving wealth. It’s about stewarding it wisely so it continues to strengthen the generations to come.

MY APPROACH

Thoughtful planning. A bigger picture.

Every financial decision is connected. My approach is to understand your priorities and help you make thoughtful decisions for the long term.

UNDERSTAND BEFORE RECOMMENDING

Every plan begins with understanding your circumstances, responsibilities and aspirations.

UNDERSTAND BEFORE RECOMMENDING

Every plan begins with understanding your circumstances, responsibilities and aspirations.

LOOK AT THE BIGGER PICTURE

Your financial decisions should work together, not in isolation.

BUILD FOR THE LONG TERM

Your financial plan should evolve as your life and priorities change.

A CONVERSATION IS A GOOD PLACE TO START.

Your wealth deserves a thoughtful conversation.

Whether you’re building wealth, preparing for retirement, reviewing your financial protection or thinking about your family’s future, let’s start with what matters most to you.