About Hui Mei
Helping executives, business owners and medical professionals in Singapore build wealth with clarity — so they can retire confidently, preserve what they’ve built, and create income that works for them.
With 13+ years in wealth advisory — formerly in banking — I bring both institutional discipline and a deeply personal approach to every client relationship
My Journey
After nearly a decade in banking, I found myself working 12-hour days at the branch — and coming home too exhausted to even have a proper conversation with my parents. One day, I looked at them and realised they had grown older. That moment changed everything for me.
I made the decision to transition into financial advisory in 2021 — not just for the flexibility, but because I wanted to be truly present for the people who matter most to me. And that same intention carries into how I work with every client.
Having started my career in banking since 2013, I brought that institutional foundation with me — but now I apply it with a personal, human-centred approach.
Today, what drives me is simple: every time a client’s portfolio grows, or I know their family is protected from life’s uncertainties, I’m reminded exactly why I do this work. I’m not just here to grow your wealth — I’m here to give you and your family the peace of mind you deserve.
Credentials & Experience
A foundation of expertise, built over 13 years
📋 Licences & Regulatory
MAS Licensed Financial Adviser Representative
Fully licensed under the Monetary Authority of Singapore across multiple asset and insurance classes.
CMFAS Certified
M5 · M6 · M6A · M8 · M8A · M9 · M9A · HI · BCP · PGI · CGI
🎓 Professional Certification
IBF Level 1 — Financial Planning Certificate
Institute of Banking and Finance, Singapore
Areas of Specialisation:
Wealth Accumulation · Retirement Planning
· Legacy & Estate Planning · Protection Planning
· Expat Wealth Planning · Caregiving & Elder
Planning
🏆 Awards & Recognition
MDRT Award Winner
Million Dollar Round Table — 2022, 2023, 2024, 2025 & 2026
Awarded to the top 6% of financial advisers globally.
Titans Club Award Winner
Recognising consistent high performance and client excellence.
My Advisory Philosophy
Every recommendation is built on understanding first.
Principle 1 — 🎯 Listen Before Advising
I always begin with a conversation — not a pitch. Before making any recommendation, I take time to understand your current portfolio, your family situation, and your financial goals in full.
Principle 3 — 💬 Clarity Without Jargon
I believe everyone deserves to understand their own financial plan. I explain every strategy in simple, plain language — no confusing terms, no pressure, just clarity.
Principle 2 — 📊 Analyse Before Recommending
Using a detailed asset allocation review, I map out where you are today and identify clear opportunities to enhance, protect and grow your wealth
— with full transparency at every step.
Principle 4 — 👨👩👧 The Whole Family In Mind
Every plan I put together considers not just your portfolio, but your family’s
needs and budget. Because true financial planning isn’t just about numbers
— it’s about protecting the people you love.
Ready to Take Control of Your Financial Future?
Let’s start with a conversation. I’ll personally review your current portfolio and share a clear, structured approach tailored to your goals — no pressure, no jargon, just clarity.
Confidential. No obligation. Tailored to you.