Alvin Neo, AWP^CM

Having witnessed how improper wealth advice can have a long-term adverse impact on a person’s life, that sets Alvin on a mission to uncover the best wealth planning practices. On his journey, he found Providend, a firm that is a strong advocate of providing quality, conflict-free advice.

Alvin first joined the industry in 2016 as an Insurance Planner under the DIYInsurance unit of Providend. This was where he gained valuable knowledge in navigating the complexities of insurance planning and build up his expertise in assisting families with their unique needs and aspirations.  DIYInsurance underwent a joint venture with NTUC Enterprise Co-operative Limited to form MoneyOwl in 2018.

In between 2018 to 2022, Alvin was part of the pioneering team of MoneyOwl, an NTUC Social Enterprise startup that aspires to deliver quality wealth advice to the man on the street. During his stint there, he helped to establish the wealth advisory processes and service standards for the advisory team.

Prior to joining the industry in 2016, Alvin was running his own F&B business. The experience of meeting people from different walks of life help to shape Alvin’s interest in meeting new people and building long-term genuine relationships.

Alvin believes in simplifying complex wealth planning jargons and concepts into bite-sized information for his clients so they can take confident steps in implementing their wealth plan. He attends regular trainings to keep abreast of the latest financial matters so as to provide his clients with the most relevant and updated advice.