HOW WE HELP OUR CLIENTS
At GenWealth, your aspirations drive everything we do. Whether you’re just beginning your financial journey, preparing for retirement, navigating your golden years or creating generational wealth, our advisors craft personalized plans tailored to your unique goals—because your success is our mission.
We are just starting out. We want to be debt-free and ensure our young family is well-positioned for prosperity
We want our money to work for us, not the other way around.
Ensure we don't run out of money so that we can enjoy the fruits of our hard work.
We want to ensure our family is left with the income they deserve.
Spend just 30 minutes with us, and we’ll connect you with the perfect advisor to design a personalized financial plan tailored to your unique goals—putting you on the path to success.
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ABOUT US
At GenWealth, showing up for our clients isn’t just what we do—it’s who we are. When you become a part of the GenWealth family, you’ll experience care, dedication, and a commitment to your financial success. Trusting us with your hard-earned money is a privilege we hold in the highest regard, and we’re honored to walk alongside you on your journey to financial freedom.
WHAT WE DO
Unlock the full potential of your wealth with our comprehensive 360-degree financial services. Designed for high-net-worth individuals and business owners, we simplify complexity with tailored strategies, empowering you to achieve your goals and turn your ambition into success.
Financial Planning
Our advisors will create a unique “financial life plan” that considers your current situation and goals.
Retirement Planning
We help you to get started and keep it simple. We review any existing plan and help you to optimize the plan.
Insurance Optimization
We help in reviewing your insurance coverage and optimize it.
Investment Management
Our advisors will create a unique “financial life plan” that considers your current situation and goals.
Estate Planning
We help you in preserving, managing and distribution of your assets hassle-free and in the most efficient manner.
Generational Wealth Building
Our advisors will work with you to give you customized solutions to create and manage generational wealth.
WHAT OUR CLIENTS ARE SAYING
INSIGHTS
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Key Benefits of "The 360-Degree Financial Freedom System"
The 360-degree system is designed to guide you through creating a well-rounded, robust financial portfolio. We don't just aim for financial independence and early retirement (F.I.R.E.); we ensure that your financial health is airtight, fireproof, bulletproof, and rock solid. This system gives you the assurance that you are well taken care of, providing a comprehensive, well-thought-out plan that leaves no holes in your financial security.
Spend just 30 minutes with us, and we’ll connect you with the perfect advisor to design a personalized financial plan tailored to your unique goals—putting you on the path to success.
SCHEDULE YOUR FREE DISCOVERY SESSION
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David Joshua Lee is a Financial Adviser Representative with GenWealth Asia representing PFPFA Pte Ltd
