WEALTH ACCUMULATION CONSULTANT

Building financially secure future for you and your loved ones.

David SeenCo-founder/ Executive Director, Alpha Wealth Financial Advisors

Professional Profile

David Seen co-founded Alpha Wealth Group in 2019 and attained our FA licence with MAS in 2022. We specialised in customising financial porfolios for SME owners and professional to attain their wealth accumulation and retirement goals. In partnership with numerous platforms like Tiger Brokers, Phillip Capital etc, we have achieved a track record of helping our clients grow an estimate of 8% to 15%* per annum on their portfolio, managing a total of more than $300m AUM.

We also cater to the working class professionals, assist them to accumulate their wealth through regular investment strategies in order to achieve their first pot of gold. We believe that “it is not how much wealth you make, but how you manage your wealth”. Reach out to David to have a discussion on how to start making your money work hard for you while you journey your way to your financial freedom.

Services

Investment through Unit Trust, ETFs, Structured Products, Investment Linked Plans, Stocks and Private Equity funds

Unique Selling Point (USP)

Provide customised solutions and options via various investment partners, with professional advisor to maximise your wealth returns

Achievements

Top Director 2020 – 2022

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