Professional Investment Advisory Services
wong boon han
SENIOR WEALTH MANAGEMENT CONSULTANT |Retirement, CPF & Legacy Planning
Helping individuals and families prepare for Retirement Income, Care Needs and Wealth Transfer with Greater Clarity & Condidence.
Bachelors of Business (Economics and Finance)
MAS RNF No: WBH300072360
Boon Han is a financial advisor with Apex Private Wealth Management, focusing on retirement, CPF and legacy planning for individuals and families in Singapore.
He works mainly with families who want greater clarity around retirement income, CPF decisions, long-term care planning, LPA, Will, estate matters and wealth transfer.
His approach is practical, structured and personal. Rather than rushing into products, he believes planning should begin with understanding each family’s current situation, concerns, goals and stage of life.
Many families spend decades building their CPF, savings, property and investments. However, as they move into their 40s, 50s and beyond, the questions often become different:
Will my retirement income be enough?
How should I plan my CPF withdrawals and CPF LIFE?
If I lose mental capacity, who can make decisions for me?
Will my family know where the assets are?
Will my loved ones have access to funds when they need it most?
How can my wealth be transferred with greater clarity and less stress?
Through personalised planning conversations, Boon Han helps clients organise their retirement, CPF, care and legacy matters into a clearer picture, so that important decisions can be made thoughtfully and not only when life becomes urgent.
His goal is to help families plan with greater confidence, protect dignity during retirement, reduce uncertainty for loved ones, and prepare more clearly for life’s next transition.
Connect with him below!
https://www.facebook.com/FinanceHans/
https://www.linkedin.com/in/wboonhan/
"Boon Han is a sincere and genuine financial advisor. He takes time to understand my needs, identify possible blind spots in my insurance coverage and explain the different options clearly. What I appreciate is that our discussion is not only about policies, but also about broader planning matters such as LPA, long-term care and making sure my assets and important information are properly organised. He is patient, detailed and practical in his advice. I would recommend him to anyone who wants a clearer and more structured approach to financial planning."
Henry
Facilities Engineer
"I have known Boon Han for many years, even before he became a financial consultant. Over the years, he has become someone my family can trust when it comes to financial planning matters.
He is warm, friendly and patient in explaining options, whether it is insurance coverage, retirement planning or reviewing areas that may need improvement. What I appreciate most is that he does not rush the conversation. He takes time to understand the situation and gives practical advice that is suitable for the family."
Derick
Business Owner
"Boon Han is dedicated, hardworking and genuinely focused on helping the people around him.
In terms of financial planning, I appreciate his structured approach in reviewing my insurance and wealth management needs. He explains the considerations clearly and helps me understand how different areas of planning can fit together.
He is caring, supportive and committed to providing quality advice. I value his professionalism and the effort he puts into helping clients make more informed decisions."
Mr Lester
Certified Public Accountant
"I have known Boon Han as a close friend for many years before he became my financial planner.
Before engaging him, I had already received useful financial tips and market updates from him. When I eventually worked with him, he was prompt, patient and took time to understand my current situation, needs and budget before recommending any solution. What I appreciate most is that he does not hard-sell. He explains financial concepts in simple terms and helps me see the overall picture more clearly. This gave me more confidence in understanding the plans I have and the areas I should pay attention to."
Wei Qiang
Engineer
"Boon Han is a very sincere financial adviser. I am glad that I have the opportunity to know him and learn about financial planning together with him.”
KC
OUR Services
Planning Areas I Help With
Every family’s situation is different. My role is to help clients organise the key areas that matter most as they prepare for retirement, care needs and family legacy.
Investment & Income Planning
Care & Protection Planning
Legacy & Estate Planning
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Start a Planning Conversation
Whether you are reviewing your retirement income, CPF options, LPA, Will, legacy planning or long-term care funding, a structured discussion can help you see your situation more clearly.
You may reach out to arrange a conversation at your convenience.
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