AFFINITY GROUP
All team members
Vincent Chua
REP NO. CTA300278121

Leadership · Affinity Group

VincentChua

Senior Financial Services Manager

InvestmentsLegacy & Estate PlanningLPA

Vincent made his first investment at fourteen and has been fascinated by how money and behaviour collide ever since. A Senior Financial Services Manager who grew up inside a small family business, he understands the pressure owners face — and why their personal wealth so often gets left behind. Armed with CFP®, ChFC®, CLU and Estate & Succession Practitioner designations, plus six consecutive MDRT qualifications, he builds structured investment portfolios, optimises CPF and protects what clients have worked for. Through his talks, YouTube sessions and the Wealth Compass WhatsApp channel, he makes investing feel clear, calm and achievable.

“Success is a matter of choices.”

In Vincent's words
WhatsApp Vincent Email Vincent
WhatsApp channel · Free to followFollow Wealth Compass With VincentMarket notes, CPF and investing tips — straight to your WhatsApp.Official Infinity FA adviser profile
WA +65 9769 2037vincent.chua@infinityfa.com.sg

Credentials & recognition

Recognised, year after year.

Vincent's designations and industry honours.

Million Dollar Round Table

6 consecutive years · 2021–2026
2021MDRT
2022MDRT
2023MDRT
2024MDRT
2025MDRT
2026MDRT
6× MDRT

Professional designations & qualifications

  1. 2024Estate & Succession PractitionerESPDesignation · Estate Planning Practitioners Ltd (EPPL)
  2. 2024Certified High Net Worth AdvisorDesignation
  3. 2024Chartered Life UnderwriterCLUDesignation · Singapore College of Insurance
  4. 2023Chartered Financial Consultant®ChFC®Designation · Singapore College of Insurance
  5. 2022Certified Financial Planner™CFP®Designation · Financial Planning Association of Singapore

In Vincent's words

Success is a matter of choicesWhat we decide today will impact our outcome tomorrow

Investment and retirement planning is my specialty.

How Vincent works

Most business owners are so focused on growing their business that their personal wealth gets left behind. Growing up in a small family business, Vincent understands the pain and struggles business owners face.

He helps build structured investment portfolios, optimise CPF, and protect what they've built. If your money isn't compounding as hard as you are — let's have a kopi and fix that.

Areas of advice

Retirement PlanningInvestment PlanningCPF Investment SchemeGeneral Insurance ServicesEmployee Benefits SchemeKeyman Insurance PlanningBusiness Cash & Reserves ManagementCorporate Risk ManagementBusiness Succession PlanningCorporate InvestmentCorporate Pension SchemeGuarantor Risk Management

Media & press

Vincent in the spotlight.

Featured conversations, testimonials and coverage — a closer look at how Vincent shows up beyond the meeting room.

YouTube · Talk

Investing For Complete Beginners

YouTube · Talk

Why Investors Keep Losing

YouTube · GoalsMapper

Financial Planning Made Easy

On stage

Vincent at our events.

3 events where Vincent spoke, hosted or shared — watch the highlights right here.

See every event highlight, by theme, on the events page.

How we can help

Conversations Vincent can guide you through.

Vincent specialises in estate planning and investment management, and is backed by specialist pathways across the branch for everything else.

All services
Estate planning
Vincent's specialism01
Estate planning

Wills, Lasting Power of Attorney, CPF and insurance nominations, trusts and legacy structures, so what you have built passes on clearly, kindly and without dispute.

Investment management
Vincent's specialism05
Investment management

Diversified portfolios, unit trusts, ILPs and regular reviews built around your risk appetite and time horizon, not market noise.

Insurance advisory
02
Insurance advisory

Life, health, critical illness, disability and long-term care cover, reviewed against what your family actually needs rather than what a brochure suggests.

Personal financial planning
03
Personal financial planning

One honest picture of your income, spending, debts, CPF and goals, turned into a plan you can actually follow as life changes.

Retirement planning
04
Retirement planning

CPF LIFE, SRS, annuities and income drawdown strategies that turn decades of work into a retirement you can enjoy, including a micro-retirement along the way.

Tax planning & optimisation
06
Tax planning & optimisation

Making sensible use of SRS, CPF top-ups and relief-eligible structures so more of what you earn stays working for you.

More of the team

You'll never be advised alone.

Start a conversation

Whether you are protecting a young family, planning retirement or thinking about your business's next chapter, the first step is a relaxed, no-obligation conversation.

Careers at Affinity ↗
Affinity Group

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