About Us
WeWealth Consultancy is led by a Principal Consultant, Philbert Tan, who has been at the forefront of the financial planning industry since 31 May 2005.
With nearly two decades of hands-on experience, our consultancy focuses on delivering specialized training and advisory in wealth management, legacy planning, and business succession—primarily serving clients in Singapore and Thailand.
Principal Consultant’s Profile
Credentials
- Chartered Wealth Manager
- Trust and Estate Practitioner
- Certified Financial Technician
- Certified Financial Planner
- First Steps Advance Care Planning Instructor & Facilitator
- IBF Advanced Level 3 in Personal Financial Planning
- Advanced Certificate in Learning and Performance
- Diploma in International Trust Management
- Diploma in Investment Advice
Professional Membership
- Chartered Member, Chartered Institute for Securities & Investment (CISI)
- Full Member, Society of Trust and Estate Practitioners (STEP)
Chartered Wealth Manager
A professional designation that underscores advanced expertise in wealth management, including portfolio strategy, risk analysis, and investment planning. Chartered Wealth Managers are trained to offer comprehensive advisory services tailored to high-net-worth individuals and businesses.
Certified Financial Technician
Granted by the International Federation of Technical Analysts (IFTA), it certifies a professional’s skill in analyzing market trends, applying charting techniques, and interpreting statistical data to make informed investment decisions.
Certified Financial Planner
A globally respected certification that covers holistic financial planning—from retirement and insurance to investments, taxes, and estate planning. CFPs commit to strict ethical standards and continuous professional education.
Chartered Member of the Chartered Institute for Securities & Investment (CISI)
A professional status that signifies a high level of competence in securities, investment, wealth, and financial planning. Chartered Members commit to maintaining exemplary ethical standards, continuous learning, and industry leadership.
Full Membership for Society of Trust and Estate Practitioners (STEP)
Full membership in STEP confers the Trust and Estate Practitioner (TEP) status, indicating comprehensive expertise in trust and estate administration, law, and global wealth structuring. Full Members stay current with evolving regulations and best practices, ensuring high-quality advice on complex estate matters.
Institute of Banking and Finance (IBF) Advance Level 3 in Personal Financial Planning
Awarded by the Institute of Banking and Finance Singapore (IBF), this certification represents mastery in developing and implementing sophisticated personal financial strategies. It acknowledges the practitioner’s ability to address diverse financial needs, from risk management to retirement planning.
Our Expertise in the Thai Market
Beyond our core financial training, WeWealth Consultancy offers insightful perspectives for professionals and businesses seeking to expand or refine their offerings in the Thai market. Our familiarity with local business norms, cultural nuances, and strategic approaches helps bridge the gap for those aiming to broaden their regional reach.
Cultural Awareness to handle discussions and planning processes effectively in multinational contexts.
Tailored Workshops with real-life examples relevant to Thai financial landscapes and client expectations.
Our Training & Consultancy Services
Wealth Management Training
In-depth programs on asset allocation, risk management, and market interpretation.
Ideal for both beginners and seasoned professionals seeking fresh perspectives or advanced techniques.
Legacy & Estate Planning Workshops
Learn about trusts, wills, and multi-generational wealth transfer.
Business Succession Masterclasses
Secure your enterprise’s future by exploring leadership transitions and succession structures.
Gain unique insights on maintaining stakeholder confidence during ownership changes.
Advance Care Planning
Understand and prepare for the financial aspect of maintaining your desired standard of care in later life.
These sessions delve into estimating long-term care expenses, exploring insurance or savings strategies, and designating trusted individuals to manage finances if you become unable.
By proactively aligning healthcare wishes with financial stability, you protect both your well-being and your legacy.
Consultancy & Custom Projects
Bespoke advisory and content development for organizations, institutions, or training bodies.
Why Train With Us
Customizable Solutions
Trainings can be aligned with your objectives—be it corporate growth, individual upskilling, or specialized regional market entry.
Global Standards & Recognition
Adherence to best practices via international certifications (CISI, STEP, IBF, IFTA) ensures cutting-edge, credible training.
Proven Pedagogical Approach
The Advanced Certificate in Learning & Performance (WSQ) underscores our commitment to engaging and impactful educational methodologies.
Thai Market Specialization
Deep knowledge of Thai regulatory frameworks, market dynamics, and cultural insights make us the go-to for cross-border strategies.
Decades of Experience
Backed by a long track record in the financial sector, our programs combine theory with real-world applications.
Holistic Curriculum
Spanning finance, legal, and interpersonal facets, our training provides a 360-degree view of wealth management and succession planning.
Get In Touch
Ready to advance your expertise and empower your organization through world-class training and consultancy in wealth management, legacy planning, and business succession—bolstered by specialized knowledge of the Thai market?
Phone: (+65) 9106 5906
Email: philbert@wewealth.sg
UEN: 202401858G
Disclaimer
The services provided by WeWealth Consultancy are for educational and informational purposes. We do not offer direct legal or tax advisory. For specific concerns, please consult qualified professionals.
© 2025 WeWealth Consultancy. All rights reserved.