Wealth Manager

Huang Xuwen (Ms)

Bringing Prosperity & Peace of Mind to Every Individual & Business !

I take pride in being a trusted confidant, and love adding value to every individual and company big and small. Building a more satisfying, stable and secure future for them is a meaningful deed to me. During consultations, I prioritise good communication and seek to understand the client's unique financial situation, multifaceted needs and preferred solutions. Currently, I represent Prudential Financial Advisers Singapore, which partners with various product providers (e.g. Prudential, Income, Singlife, iFAST Financial) and is also an indirect subsidiary of Prudential plc, an insurer renowned for its strong financial strength ratings and global presence. I also represent PreceptsGroup International for estate and succession planning.

Health & Life Insurance

Prudential Financial Advisers Singapore

An Appointed Representative registered in the MAS Register of Representatives (the “Register”), I provide financial planning services under the Financial Advisers Act. I am also certified by Prudential Financial Advisers Singapore as a Wealth Manager. This licence empowers me to partner with various product providers (e.g. Prudential, Income, Singlife) to give people more ways of accumulating wealth, as well as protect it in the event of an unforeseen crisis. It also enables me to provide enterprise solutions that attract talent, retain them and stabilise the future of the company.

General Insurance

Prudential Financial Advisers Singapore

A Wealth Manager with additional qualifications in general insurance, I also represent Prudential Financial Advisers Singapore as an exempt general insurance broker listed in the MAS Financial Institutions Directory. This license empowers me to partner with various product providers (e.g. AIG, Liberty, MSIG) to help individuals and companies recover the costs of repairing or replacing their lost or damaged properties more easily. It also enables me to indemnify them from legal defence costs and liabilities when a third party makes a claim for loss or damages against them.

Estate & Succession Planning

PreceptsGroup International

An Associate Estate Planning Practitioner accredited by SWW (Society of Will Writers UK) and EPPL (Estate Planning Practitioners Limited Asia), I am able to advise individuals on LPA (Lasting Power of Attorney), Wills and Trusts. Working alongside PreceptsGroup International as an ESP (Estate and Succession Practitioner) also empowers me to protect individuals' assets from creditors and scammers, as well as distribute their wealth according to their wishes with the help of corporate administrators. This enables their beneficiaries to enjoy the fruit of their labour, in the event of mental incapacity or death.

High Net Worth Portfolio Advice

HNW Advisor (Kaplan Professional Australia and IFPAS)

A High Net Worth Advisor certified by Kaplan Professional Australia and IFPAS, I can help high net worth individuals diversify their investment portfolio, protect their wealth in the event of an unforeseen crisis, structure their estate and succession planning, and more. I can also guide the aspiring affluent to model themselves on high net worth individuals gradually.

Tina Phua Yen Tin

Assistant DirectorSingapore General Hospital
She provides me with a very detailed summary for my children and me. Able to highlight the key benefits of each policy. A very warm person and hardworking wealth manager. She ensures that each meeting is very fruitful and its objectives, met.
She's very patient and perseveres in meeting up with me to go through all my policies. She is fair and never tries to sell plans that I do not require. She gives me the assurance that she is always putting her clients' needs as priority. A very considerate and trustworthy person and you will be assured that she provides you with the best options.

Sreekumar Neelakanta Sarma

ManagerPricewaterhouseCoopers
Bought a life insurance plan under her. Discussed extensively on what's included and what's not, the coverage amount in relation to salary, and the total budget for insurance relative to take home salary, etc., which were informative and useful.
Helps me understand the use of insurance. Very diligent in follow up. Extends invitations to spouse as well for events, etc., and the list goes on. Overall good interactions every time.

Partha Nandi

Data EngineerNCS Group
Bought my first insurance plan from Wen in Singapore. She always explains the policy in detail, about what it covers and does not cover. When I had to return to India to visit my terminally ill mother during Circuit Breaker Phase 1, she helped me get exceptional approval from MOH to extend my hospitalization coverage for COVID-19 overseas. She supported me a lot mentally as well.
Wen is a very trustworthy and dedicated person who always helps me make the right decision in financial planning. She is very caring and diligent. For me, she is a good friend as well. I wish her a great career and success in her life.

Ng Xue Fang

ManagerGrab
Does a very comprehensive portfolio review. Willing to put in the time to follow up. Always available to answer my questions.

Carol Lim Ai Ling

Marketing ExecutivePI ETA Consulting Company
I have known Huang Xuwen close to 2 years now. She is the first wealth manager who has served my husband and me with dedication. I brought all my policies that we had in 2 big files and she re-filed them in new files in proper order. She would sit us down and review with us what we had and what we were lacking in. Just recently, she studied our past policies and advised on whether it was worth retaining them and buying new ones from Prudential. We reviewed her suggestions and took her advice. Surrendering our Investment-linked policy was fruitful as it was sold for a good price at this juncture. She is a wealth manager with integrity that has concerns and interest for her clients like my hubby and me. She is not just commission driven for profits. She is one very different wealth manager as compared to the past few ones we had for our insurance plans! She patiently explained new products that best suit our age given our limited budget and resources. I am thankful to have met her at the Jalan Jalan Road Show at Kranji Turf Club.
Yes Ms Huang is reliable, caring, trustworthy and has integrity as a wealth manager. She was willing to go the extra mile to spend time with us even till 12AM to explain everything to us clearly. She is not selfish and is indeed kind to us as clients. Now we have even become friends. Thank you for showing us a legendary service. She is a wealth manager who I would highly recommend. She does not force the plans on us at all and allows us to consider them before purchasing them from her.

Chong Kee Seng

Security AdministratorMeta
Xuwen was referred to me by a friend around the first quarter of 2020. I would like to take a moment to let you know what a remarkable employee she is. After having some one-to-one sessions with her, she made me realize that some of my investment-linked policies need amendments. Xuwen went through my plans meticulously and also provided advice to assist me in balancing my existing plans and covering some of my hospital charges. She also took some time and came up with a 5-year insurance savings plan which helps me save for a house. I am thankful to her and currently all my plans are under her care.
Compared to my former Prudential wealth manager, Xuwen has rendered a totally different experience and service to me. The former only asked me to top up my CPF investment plans annually and touted me to buy a savings plan. She failed to inform me that there's a need to go through a risk profile questionnaire which I recalled Xuwen telling me was a requirement that started last year or the year before. This is one of the positive things that tells me Xuwen is doing her due diligence and taking her job very seriously.

Carolyn Ang Chui Hoon

ICT TrainerACP Computer Training And Consultancy Pte Ltd
I had experience with pushy sales people who aggressively persuaded me to buy plans that I could not pay up in the end, losing a few thousands. However, Wen will advise against getting a plan she feels is not suitable, even if it means losing a sale.
She took my future financial plans and worries into consideration and came up with a comprehensive plan, which includes what insurance and financial options I can sustainably take, backed with intensive research. She even informed me of schemes I didn't know existed!
She was patient enough to answer my numerous questions and went to research anything she doesn't know of, which is commendable. She also exudes sincerity and genuineness and I feel I can trust her. She has been very helpful and thorough in my recent annual review with her. I know I'm on the right track, even with the COVID-19 pandemic situation. Thank you for addressing my financial concerns!

Chan Weng Cheong Ezzy

TeacherMinistry of Education
Xuwen has gone the extra mile by going through the various plans I have with Prudential with me. She has also worked hard on giving a portfolio review, while other agents have terminated services once their plans were sold. I have been her loyal customer since she first started her journey as a PFA Wealth Manager. She would recommend suitable plans and services that best suit my needs.

Sharon Teo Li Keng

Senior TeacherMinistry of Education
Had my portfolio review done by Xuwen. She reviewed my investment-linked policy that was not being taken care of by my previous agent. She took over my plans and gave advice on areas that I needed to look into. I was not clear about the investment part of my plan; she helped to look into it and identified types of investments that would work better for my risk tolerance.
Xuwen is a caring wealth manager and she is diligent and meticulous in her recording of my financial portfolio. She is very detailed in her questions and in analyzing my portfolio when we meet for review. She used the portfolio as the basis of discussion and was very clear in highlighting areas to look into for coverage. Xuwen is one of the most sincere agents who listens and is willing to help her clients based on their needs. The conversation does not start with pushing for products that she wants to sell. I am very glad to have her servicing my policies. Thank you.

Priyank Pradeep

DirectorFloresta Real
Very detailed information provided. Dedicated time to explaining how the policy works, and what would be covered or not. The personal touch in explaining the details really helped in making a decision. What I really appreciated was the idea to not push for sales, but to first spend time in understanding my requirements, the kind of needs I had from the medical insurance plans, and then give me a proper customised plan that best suits my needs. Also helped me compare some competitors' plans and get more details to do a vis-a-vis comparison, to unclutter all the information. Very thorough in her understanding of the process and very detailed in explaining. The regular updates and follow up and help that she provided when if you are having trouble is also worth a mention.
Very thorough, caring, diligent and most importantly for me it was not only sell sell sell, but more of understanding the needs and providing the right solution. Also regular follow ups on doubts and clarifications. Regular follow up on family situation and helps to get them covered as well. Always felt like talking to a friend and not just a wealth manager.

G Arull

Partner, Head of OMB Audit, Advisory and Risk ManagementMazars LLP
I bought a new term life plan from her and it's the most expensive one for me too. She's been very helpful in explaining the details. Very dedicated and committed to serving, and clear in explaining the pros and cons, which made me decide to stick to Prudential, even though I had much lesser proposals from other competitors.

Ng Cheng Li

Pharmacy Practice ManagerKK Women's & Children's Hospital
Wen is sincere and genuinely wants to help people with financial planning, to help secure their future. Actively upgrades her knowledge as a wealth manager so that she can do her best for clients.

Eleanor Ee

Supply Chain ManagerMerck Millipore
Wen spends time listening and understanding her client's needs, before proposing how to improve on his/her financial planning. She explains the plans in detail and does not push for sales.

Eric Koh

Business OwnerB & G Vietnamese Bride Marriage Agency
Her planning caters to different needs and different stages in life. She clearly explains what insurance can do, and educates clients on investments and other sources of income.

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