The Wealth Legacy Associates

It was set up primarily to focus on Wealth Distribution Matters but not forgetting other parts of Financial Planning such as Risk Management, Wealth Accumulation, Wealth Preservation and Business Planning. Wealth Distribution forms the final part of the entire Financial Planning Model but are being neglected most of the time.

The common reasons for not addressing this matters is procrastination and the other reason are Asian always perceive that it is very unlucky to talk about distributing asset when a person is still alive but ironically people does not recognise death is an inevitable and the best time to talk about distributing is when they are alive.

The tools use for distribution matters ranging from CPF Nomination, Insurance Nomination (NTUC Policy), Section 73 of the Conveyancing Act, Beneficiary, Intestate Succession Act, Wills and Trust.

We aim to close up the loophole in financial planning, to bring the knowledge of wealth distribution to the public and also hopefully through marketing effort the urgency in this matters are being address earlier in their stages of life.