Our Philosophy, Story, Vision & Mission
Largest client investment value managed by a single group
within finexis advisory
Largest Assets Under Advisory
Clients reaching
financial freedom up to
10–15 years earlier
Client relationships averaging
more than 10 years
Up to 30–40% savings
on existing insurance premiums
10,000+
clients guided with holistic wealth management
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.
Building Resilient Wealth, Across Generations
We walk alongside you across life stages and market cycles, helping you build resilient portfolios that can withstand inflation, economic shifts, and global uncertainty, without compromising your aspirations. Because wealth should be a foundation for freedom, not a burden of maintenance.
Providing a well-planned retirement, quality education for children, and a lasting legacy that endures beyond generations.
Our Values
Rooted in our values, we serve with
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.
Wisdom, Integrity, and Care in Action
Our leadership team brings together deep expertise, industry recognition, and a commitment to serve with empathy and wisdom. Each adviser is not only a financial professional, but also a partner in your journey.
Janet Ong
Senior Financial Consultant
OSW100095531
Daphne Leong
Financial Consultant
LSI200024240
BBA
Then Siew Wen
Financial Consultant
TSW30044152
.
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
Be a Part of Us
We are always looking for mission-driven individuals who want to make a meaningful difference in people’s lives. At Acorn Wealth, you’ll find not just a career, but a calling, to guide, to serve, and to grow alongside your clients.