About Tree of Wealth

TreeOfWealth.sg is a Singapore financial education platform created to help individuals better understand important financial-planning topics, including retirement planning, endowment and savings plans, investments, insurance protection and mortgage planning.

The financial-services landscape is constantly evolving. Product features, regulations and planning considerations can change over time, so we aim to keep our content practical, relevant and up to date.

What We Cover​

Our articles and guides focus on practical financial decisions relevant to people in Singapore, including:

  • Life and critical illness insurance
  • Integrated Shield Plans and long-term care
  • Investments and wealth accumulation
  • CPF and retirement planning
  • Savings and income plans
  • Mortgage and family protection

We do not believe there is one financial product that is best for everyone. Suitability depends on your needs, budget, existing coverage, time horizon and risk tolerance.

Our Content Approach

We aim to keep our content clear, balanced and practical.

Where appropriate, information is drawn from insurer materials, government agencies, industry bodies and other official sources. We explain both the potential benefits and limitations of the products discussed, including whether benefits or returns are guaranteed or non-guaranteed.

As product features and regulations may change, readers should always refer to the latest official documents before making a financial decision.

Professional Contribution

Tree of Wealth’s content and financial-planning perspectives are contributed by:

Jonah Chew
Financial Adviser Representative of Synergy Financial Advisers Ltd
Representative Number: CJY300312506

Jonah has more than 10 years of experience in Singapore’s financial advisory industry, covering insurance protection, investments and retirement planning.

The content on TreeOfWealth.sg is provided for general educational purposes and does not constitute personalised financial advice. Personal recommendations are provided separately only after the appropriate fact-finding and suitability assessment.