Live Your Best Possible Life
At Acorn Wealth, we believe that great legacies begin with small, intentional steps. Like the humble acorn that grows into a resilient oak tree, weathering centuries of change, we partner with our clients to plant, nurture, and grow wealth that not only endures but evolves with each generation.
See More
Who We Are
From Acorn to Oak Tree
We offer holistic wealth management through a client-centric and unbiased approach. Our advice is tailored to optimise your portfolio and make the most of your resources, at every stage of life.
As part of an independent, open-architecture platform, our strategic partnership with over 100 global insurers and international fund houses gives you greater flexibility, more choices, and bespoke solutions that truly fit your needs.
Wealth with Intention
Our purpose is simple yet powerful: to build enduring wealth so that you can live your best possible life, with confidence and peace of mind.
We take great care in every recommendation we make, because we believe advice should be given with the same thoughtfulness as if it were for ourselves. If a solution isn’t something we would choose for our own families, we won’t bring it to yours. This principle guides us to offer only what we truly believe serves your long-term wellbeing.
Our Values
Built on values. Driven by purpose.
Mission-Driven Advisory
We believe everyone deserves to live their best possible life, one filled with purpose, growth, and the freedom to pursue what truly matters.
Client-Centric Approach
We listen and understand what fulfilment means to them, and co-create plans that honour our clients’ goals.
Excellence with Integrity
We apply time-tested, evidence-based strategies guided by experienced advisers, ensuring every decision is grounded, thoughtful, and built to last.
Our Services
Guidance for Every Season
From accumulation to legacy, our services accompany you through every milestone.
Wealth Accumulation & Investment Planning
Retirement Planning & Passive Income Strategies
Personal Risk & Insurance Solutions
Estate & Legacy Planning
Corporate & Employee Benefit Solutions
Corporate Seminars
Our corporate seminars are designed to equip professionals and organisations with practical financial knowledge that inspires smarter decision-making.
Each session leaves participants with clarity, confidence, and a sense of empowerment, no matter their background or stage of life.
Largest client investment value managed by a single group
Clients reaching
financial freedom up to
10–15 years earlier
within finexis advisory
Largest Assets Under Advisory
Client relationships averaging
more than 10 years
Up to 30–40% savings
on existing insurance premiums
Our Strategic Partners
20
Life Insurance Companies
- AIA Singapore Private Limited
- Allianz Insurance Singapore Pte. Ltd.
- China Life Insurance (Singapore) Pte. Ltd.
- China Taiping Insurance (Singapore) Pte. Ltd.
- Etiqa Insurance Pte. Ltd.
- Friends Provident International Limited (Singapore Branch)
- FWD Singapore Pte. Ltd.
- FWS Life Insurance Company (Bermuda) Limited Singapore Branch
- HSBC Life (Singapore) Pte. Ltd.
- Income Insurance Limited
- Life Insurance Corporation (Singapore) Pte. Ltd.
- Manulife (Singapore) Pte. Ltd.
- Monument International Life Assurance Company Limited (Singapore Branch)
- Raffles Health Insurance Pte. Ltd.
- Singapore Life Ltd.
- Sun Life Assurance Company of Canada Singapore Branch
- Swiss Life (Singapore) Pte. Ltd.
- Tokio Marine Life Insurance Singapore Pte. Ltd.
- Transamerica Life (Bermuda) Ltd. (Singapore Branch)
- Utmost International Isle of Man Limited Singapore Branch
33
General Insurance Companies
- AIA Singapore Private Limited
- AIG Asia Pacific Insurance Pte. Ltd.
- Allianz Global Corporate & Specialty SE Singapore Branch
- Allianz Insurance Singapore Pte. Ltd.
- Allied World Assurance Company, Ltd, Singapore Branch
- APRIL Singapore Pte. Ltd. (Liberty Insurance)
- Bupa Insurance Services Limited (Raffles Health Insurance)
- China Taiping Insurance (Singapore) Pte. Ltd.
- Chubb Insurance Singapore Limited
- Cigna Europe Insurance Company S.A.-N.V. Singapore Branch
- Delta Underwriting Pte Ltd
- EQ Insurance Company Ltd.
- ERGO Insurance Pte. Ltd.
- Etiqa Insurance Pte. Ltd.
- FWD Singapore Pte. Ltd.
- GMC Services (Asia-pacific) Pte. Ltd. (Tokio Marine Life Insurance)
- Great American Insurance Company
- Great Eastern General Insurance Limited
- HL Assurance Pte. Ltd.
- HSBC Life (Singapore) Pte. Ltd.
- Income Insurance Limited
- Liberty INSURANCE PTE LTD
- Liberty Specialty Markets Singapore Pte. Limited
- MS First Capital Insurance Limited
- MSIG Insurance (Singapore) Pte. Ltd.
- Now Health International (Singapore) Pte. Ltd. (Sompo Insurance)
- QBE Insurance (Singapore) Pte. Ltd.
- Raffles Health Insurance Pte. Ltd.
- Singapore Life Ltd.
- Sompo Insurance Singapore Pte. Ltd.
- The Great Eastern Life Assurance Company Limited
- Tokio Marine Insurance Singapore Ltd.
- Tokio Marine Life Insurance Singapore Pte. Ltd.
100
Global Fund Houses
- abrdn Asia Limited
- Aggregate Asset Management Pte. Ltd.
- AllianceBernstein (Singapore) Ltd.
- Allianz Global Investors Singapore Ltd
- Allspring Global Investments (Singapore) Pte. Ltd.
- Alquity Investment Management Limited
- Amundi Singapore Limited
- Apollo Capital Management Pte. Ltd.
- AR Capital Pte. Ltd.
- Ascalon Capital Pty Ltd
- Ashoka WhiteOak Capital Pte. Ltd.
- ASK Capital Management Pte. Ltd.
- Aura Group (Singapore) Pte. Ltd.
- Aviva Investors Asia Pte. Ltd.
- AXA Investment Managers Asia (Singapore) Ltd.
- Baillie Gifford Asia (Singapore) Private Limited
- Banjaran Asset Management Pte. Ltd.
- Barclays Investment Managers
- Baring Asset Management (Asia) Limited
- BIMB Investment Management Berhad
- BlackRock (Singapore) Limited
- BNP Paribas Asset Management Singapore Limited
- BNY Mellon Investment Management Singapore Pte. Limited
- Canaccord Genuity Wealth (International) Limited
- Capital Group Investment Management Pte. Ltd.
- Carne Global Fund Managers (Luxembourg) S.A.
- Cohen & Steers
- Colchester Global Investors (Singapore) Pte. Ltd.
- CPR Asset Management
- CSOP Asset Management Pte. Ltd.
- Dimensional Fund Advisors Pte. Ltd.
- DWS Investments Singapore Limited
- E Fund Management (HK) Co. Limited
- Eastspring Investments (Singapore) Limited
- EFG Asset Management (Singapore) Pte. Ltd.
- FIL Investment Management (Singapore) Limited
- Finexis Asset Management Pte. Ltd.
- First Degree Global Asset Management Pte. Ltd.
- First Sentier Investors (Singapore)
- Fountainhead Partners Asset Management Pte. Ltd.
- Fullerton Fund Management Company Ltd.
- Fundsmith LLP
- GMO Singapore Pte. Limited
- Goldman Sachs (Singapore) Pte.
- Guinness Asset Management Ltd
- H2O Asset Management LLP
- Hamilton Lane Advisors, L.L.C.
- Hawthorne Asset Management
- Helicap Investments Pte. Ltd.
- HSBC Global Asset Management (Singapore) Limited
- iFAST Financial Pte. Ltd.
- IFS Asset Management Private Limited
- Income Insurance Limited
- Invesco Asset Management Singapore Ltd
- Janus Henderson Investors (Singapore) Limited
- JPMorgan Asset Management (Singapore) Limited
- Jupiter Asset Management (Asia) Private Limited
- Kotak Mahindra (UK) Limited (Singapore Branch)
- Legg Mason Asset Management Singapore Pte Ltd
- Lion Global Investors Limited
- M&G Investments (Singapore) Pte. Ltd.
- MA Investment Management Pty Ltd
- Man Umbrella SICAV
- Manulife Investment Management (Singapore) Pte. Ltd.
- Matthews Asia Funds
- Maybank Asset Management Singapore Pte. Ltd.
- Mirae Asset Securities (Singapore) Pte. Ltd.
- Momentum Global Investment Management
- Nanjia Capital SAC Limited
- Natixis Investment Managers Singapore Limited
- Neuberger Berman Singapore Pte. Limited
- Nikko Asset Management Asia Limited
- Ninety One Singapore Pte. Limited
- Nippon Life India Asset Management (Singapore) Pte. Ltd.
- NN Investment Partners B.V.
- Nomura Asset Management Singapore Limited
- Nordea Asset Management Singapore Pte. Ltd.
- Pecora Capital
- Phillip Capital Management (S) Ltd
- PIMCO Asia Pte Ltd
- PineBridge Investments Singapore Limited
- Pinnacle Capital Asia Private Limited
- Prime Asia Asset Management Pte. Ltd.
- Principal Asset Management (S) Pte. Ltd.
- Raintree Asset Management Pte. Ltd.
- RHB Asset Management Pte. Ltd.
- Schroder Investment Management (Singapore) Ltd.
- Sundaram Asset Management Singapore Pte. Ltd.
- Superfund Financial (Hong Kong) Ltd
- T. Rowe Price Singapore Private Ltd.
- Templeton Asset Management Ltd
- Threadneedle Investments Singapore (Pte.) Limited
- Tritium
- UBS Asset Management (Singapore) Ltd
- UOB Asset Management Ltd
- UTI International (Singapore) Private Limited
- Value Partners Asset Management Singapore Pte. Ltd.
- Victory Asset Management AG
- Wellington Management Singapore Pte. Ltd.
- Winfield Global Capital Pte Ltd
Our Clients' Stories
The Trust We Treasure
Walter Fernando, Business Owner
I know YC now for a few years and I also know a lot of Insurance Agents but I must say YC stands out from the others. He has a certain flair in him that sincerely cares about his clients and me, I have had some bad instances with my health and YC has shown a lot of concern and patience in…
Financial Adviser:
Jun Wong Yeang Chiong, AFP®
Branch Manager
Charlane Lee, Teacher
I got to know Eugene when he took over my policies after my previous agent left the industry. From the very beginning, Eugene made the effort to understand not just my financial situation, but also who I am as a person. He never rushed me into any decisions and, even though I didn’t purchase any products…
Financial Adviser:
Branch Manager
Benjamin Ng, Lead Product Development Analyst
I’m privileged to have had Zhen Zhi as my financial consultant for the past 6 years – she genuinely cares for my well being (my family too) and always tailors our consultation sessions to my preferences. She’s prompt to reply, always ready to help, and I could not have asked for a better…
Financial Adviser:
Financial Consultant
Ho Huiqi, Researcher
I got to know Chun Ai (Esther) from church. She is an older young adult, but always very friendly to me. I trust her as a friend and mentor whom I can share my joys and struggles with. One of the first things Esther did was to give me an overall view of the policies I had so as to understand my needs…
Financial Adviser:
Esther Lin, ESP
Financial Consultant
Foo Sik Haan, Marketing Executive
Weijun has a deep knowledge of various insurance product and always stay up to date with the latest related information in order to give first hand advice to policyholder. He also has good interpersonal skills as I am completely lacking in knowledge about insurance, he has provided…
Financial Adviser:
Doy Mok Weijun
Financial Consultant
Michele Ho, Home Maker
Really appreciate Jacinta. She always seeks to understand my current and future plans for me as well as my family. She helps me in times of difficulty or situations to pin down and draw road map and it gives me a much better idea how to plan for the family for the…
Financial Adviser:
Financial Consultant
John Ling, Lawyer
I got to know Amos through an online connection, and what impressed me right away was how approachable and patient he was. Instead of rushing into recommendations, he took the time to explain my options clearly, so I could make decisions with confidence. He stands out from other advisers…
Financial Adviser:
Amos Goh, AWP
Financial Consultant
Vera Kwa, Civil Servant
I first got to know Puay Joo when I was looking for an accident plan. From our first interaction, I found her relatable and trustworthy—qualities that really mattered to me when choosing someone to handle my financial planning. Even after she moved from one of the insurance companies to Finexis, I continued with…
Financial Adviser:
Ong Puay Joo
Financial Consultant
Daniel Goh, Regional Account Manager
I got to know Tommy through my previous company, and he reached out to offer a review of my current insurance portfolio. Even before we met, he encouraged me to prepare by gathering all my existing policies which helped ensure our discussion was meaningful and productive. During our meeting, Tommy took…
Financial Adviser:
Financial Consultant
Paolo Agulto, Executive Creative Director
It took me 30 years to finally start investing. But maybe it wouldn’t have taken that long, if I met Ming earlier. See, I have trust issues when it comes to finances. I’d rather let my savings depreciate than entrust what I worked for to someone else. But Ming gave me so much care, patience, and attention to…
Financial Adviser:
Branch Director
Thoughtful advice, tailored to your journey
We don’t believe in one-size-fits-all solutions. We believe in thoughtful guidance, given with care. Let’s begin the conversation.
