AFFINITY GROUP
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Loh Yi Wei
REP NO. LYW300485990

Wealth Consultants · Affinity Group

LohYi Wei

Executive Wealth Consultant

ProtectionCritical IllnessRetirement & CPFEstate & Legacy

Yi Wei is an Executive Wealth Consultant, advising since 2017, who brings a fresh, analytical perspective to financial planning. He believes clarity is the greatest gift an advisor can give — so he breaks down protection, critical illness, retirement and estate decisions into simple, well-reasoned steps clients can act on with confidence. Attentive and diligent, Yi Wei takes time to understand each client's circumstances and goals before recommending anything, and follows through with regular reviews as life evolves. Supported by Affinity's coaching culture and Infinity Financial Advisory's broad partner panel, he offers thoughtful, personalised advice for every stage of the journey.

“Clarity is the greatest gift an advisor can give.”

In Yi Wei's words
WhatsApp Yi Wei Email Yi Wei
WA +65 8892 7284yiwei.loh@infinityfa.com.sg

Behind the role

What Yi Wei brings to the branch.

Areas of advice

Financial Protection PlanningLife & Health InsuranceCritical Illness PlanningCareShield Life & Long-Term CareRetirement & CPF PlanningInvestment & Wealth PlanningEstate & Legacy Planning

How we can help

Conversations Yi Wei can guide you through.

Yi Wei specialises in estate planning, insurance advisory and retirement planning, and is backed by specialist pathways across the branch for everything else.

All services
Estate planning
Yi Wei'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.

Insurance advisory
Yi Wei's specialism02
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.

Retirement planning
Yi Wei's specialism04
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.

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.

Investment management
05
Investment management

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

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 ↗
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