Malcolm Lew Finance | Safeguarding Your Financial Interest Every Step of the Way

>$5M

Assets Under Management

About Malcolm

Your Trusted Partner in Wealth & Legacy Planning

Hi, I'm Malcolm Lew Yew Boon, a Senior Personal Wealth Manager (SPWM) with AIA Singapore and an Estate Planner under Precepts Group. I hold a Bachelor's Degree of Business (Honours, Merit) with a specialisation in Banking and Finance.

With a reputation built on being Positive, Approachable, and Reliable, I've dedicated my career to helping individuals and families achieve lasting financial clarity. Whether you're planning for retirement, protecting your loved ones, or building a legacy, I bring a comprehensive and personalised approach to every client relationship.

I believe great financial planning isn't about products — it's about understanding your life, your goals, and the future you want to create.

Education

BBA (Hons, Merit) — Banking & Finance

MAS Rep Number

MLY-300636751

Designations

AIAFA · MDRT · IDA · IBF (Advanced)

Certifications

Cert. SCI (FPC) · Diploma in Financial Planning 02 · Certified Affluent Wealth Advisor L1

Firm

AIA Singapore · Precepts Group (Estate)

Specialisation

HNW Wealth · Estate Planning · Retirement

Recognition & Awards

Awards & Professional Accolades

🏆

Million Dollar Round Table (MDRT)

Recognised globally as one of the most prestigious designations in the financial services industry, awarded to the top producers worldwide.

🥇

AIA Prestige Club 2023 — Gold

Awarded Gold recognition by AIA Singapore in 2023 for outstanding performance and client service excellence.

🥈

AIA Prestige Club 2024 — Silver

Recognised with Silver distinction in 2024, reflecting consistent delivery of high-quality advisory services to clients.

💎

AIA Prestige Club 2025 — Platinum

Achieved Platinum — the highest level of the AIA Prestige Club — in 2025, demonstrating exceptional growth and client satisfaction.

🐉

International Dragon Award (IDA)

A prestigious pan-Asia recognition awarded to financial advisors who demonstrate superior client service and professional excellence.

🎓

IBF Certified (Advanced) + Certified Affluent Wealth Advisor L1

IBF Advanced certification and Certified Affluent Wealth Advisor Level 1 (CAWA), plus a Diploma in Financial Planning 02 (DPFP02) — underscoring expertise in high-net-worth and comprehensive financial planning.

What I Offer

Comprehensive Financial Solutions

📊

Asset Allocation

Strategic distribution of your assets to optimise returns while managing risk across investment classes.

🌐

Investment Diversification

Building resilient portfolios across geographies, sectors, and asset classes to reduce concentration risk.

🛡️

Income Protection Planning

Ensuring your income and lifestyle are protected against illness, disability, and unexpected life events.

💳

Debt Repayment Strategies

Structured plans to eliminate debt efficiently, freeing capital for wealth-building and retirement.

🏠

Mortgage Planning

Optimising your home loan structure, refinancing strategy, and property investment approach.

📋

Income Tax Planning

Legal strategies to minimise your tax exposure and maximise after-tax wealth accumulation.

🎓

Education Planning

Building dedicated funds to ensure your children have access to quality education without financial stress.

🌅

Retirement Planning

Creating a sustainable retirement income strategy so you never outlive your assets.

🇸🇬

CPF Optimisation

Maximising your CPF accounts through strategic top-ups, transfers, and investment allocation.

📜

Will Writing & Estate Planning

Protecting your legacy with wills, trusts, and estate structures that distribute your wealth according to your wishes.

💰

Premium Financing

Leveraging premium financing for high-value policies to enhance capital efficiency while building wealth.

💳

Credit Card Optimisation

Leveraging the right credit cards to maximise cashback, miles, and privileges aligned to your lifestyle.

🏢

Business Succession Planning

Ensuring your business transitions smoothly to the next generation or new owners, preserving value and relationships.

📑

Corporate / Group / General Insurance

Comprehensive insurance solutions to protect your business, employees, and assets from unexpected risks.

🔑

Keyman Insurance

Protecting your business against the financial impact of losing a key person critical to operations and revenue.

👥

Employee Benefits

Designing competitive employee benefit packages that attract, retain, and reward top talent.

❤️

Employee Wellness Programs

Holistic wellness strategies that improve employee health, productivity, and overall company performance.

Why Work With Me

Positive. Approachable. Reliable.

Three words my clients use to describe me — and the values I bring to every advisory relationship.

🎯

Holistic, Client-First Planning

Every recommendation is built around your life goals — not product quotas. Your interests come first, always.

🏅

Proven Track Record

MDRT-qualified, IDA recognised, and AIA Prestige Club Platinum — milestones earned through genuine client outcomes.

🔍

Specialist in HNW & Complex Cases

From premium financing structures to multi-generational estate planning, I handle complexity with clarity.

📱

Always Accessible

Responsive, personal, and available when you need me — not just at policy review time.

>$5M

Assets Under Management

MDRT

Million Dollar Round Table

3×

AIA Prestige Club (Gold→Silver→Platinum)

IDA

International Dragon Award

"GPS of Life — helping you navigate every financial milestone with clarity and confidence."

— Malcolm Lew Finance

Get In Touch

Book Your Free Consultation

Ready to take control of your financial future? Let's start with a complimentary, no-obligation 60-minute session where we map out your goals and priorities together.

malcolmlew@aiafa.com.sg