Your Wealth. Your Legacy.
Your Success.

We help you grow, protect, and transfer wealth with clarity and confidence.

Start Your Success Journey

Beyond Numbers
—It’s About You

We believe wealth isn’t just measured in numbers—it’s about what those numbers make possible for you and the people you care about. That’s why we don’t start with spreadsheets. We start with a conversation.

Tell us what success looks like to you. Whether it’s financial freedom, family security, or leaving a meaningful legacy, we’ll help you build a personalised plan that reflects your life, your priorities, and your future.

We Build With You, Not For You

Your goals guide everything we do. We work hand-in-hand with you to create a plan that evolves as your life does.

Strategies That Grow With You

From insurance to investment, we tailor your strategy to protect your today and prepare for your tomorrow—with clarity and confidence at every step.

Explore How We Work

Committed to Your Financial Success

We craft strategies that move you closer to your vision of success.

We’re more than just advisors — we’re your partners in progress. Our mission is to help you define what success looks like to you and create a roadmap that brings it to life.

From growing your wealth to protecting what you’ve earned, we’ll support you with smart strategies, real conversations, and personal attention—because your goals deserve more than a template.

Iain Liu

Founder, Succession Wealth Management

Tailored Wealth Solutions, On Your Terms

Strategic financial planning designed around your life, goals, and ambitions.

Personalised Planning

We craft your strategy based on your needs—not someone else’s template.

Holistic Protection

From life insurance to wealth preservation, your future is protected from every angle.

Proven Results

We measure success by your milestones— growing your assets or leaving a legacy.

Transparent Guidance

You’ll always know where you stand, why we’re doing what we’re doing, and what’s next.

Your Wealth –
Covered from every angle

We take care of every aspect of your financial life so you can focus on living it.

Wealth Building

Grow your assets with smart, sustainable investment strategies built for your life stage.

Family Protection

Safeguard your loved ones’ future with insurance that supports them when it matters most.

Retirement Planning

Plan for freedom. We’ll help you structure the retirement you deserve.

Legacy & Estate Planning

Make sure your assets are passed on according to your values and vision.

Corporate Solutions

Tailored group insurance and benefits that protect your team and boost retention.

Cross-Border Insurance

Health and life plans designed for expats and Malaysians living in Singapore.

Cash Flow & Emergency Funds

Set up a strong foundation with liquidity and buffers for life’s uncertainties.

Debt & Risk Management

Restructure liabilities and reduce risk exposure without compromising growth.

Need Advice?

Drop us a message on WhatsApp!
or

Book a FREE consultation!
We’re here when you’re ready.

Let’s explore how we can help you grow and protect what matters most — your wealth, your future, your legacy.

Book An Appointment Now

What Our Clients Say

Real stories from individuals, families, and businesses we’ve had the privilege to support.
Succession helped me simplify my insurance and build a plan I actually understand. I finally feel in control of my financial future.
Dorothy PalmerCompany Name
As an expat in Singapore, I needed cross-border coverage and investment advice. The team made everything easy and personal.
Randy TranCompany Name
They worked with my business to create group insurance and keyman cover that actually fits our needs. We’ve never felt more supported.
Amy TurnerCompany Name
Legacy planning used to feel overwhelming. Now it’s something I’m proud to talk to my family about. Thank you!
Endang EverdeenCompany Name
“From day one, they treated me like a partner. No jargon, just honest advice that made sense.
Joe AlanCompany Name

Start Your Succession Journey Today

Whether you’re just getting started or ready to take the next step, we’d love to hear from you.
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