ABOUT
Meet Ghee Kwan, CFP®
Branch Manager, Zenith Wealth Group
MAS Representative No. TGK100056195
Ghee Kwan began his career as an MOE teacher. He joined financial advisory in 2007, and has since helped more than 700 individuals and families make clearer decisions about their money.
His practice focuses on retirement and legacy planning for business owners and senior professionals — people who have spent decades building a business, a career or a family, and now want two things: to step back on their own terms, and to know that what they’ve built will be protected and passed on as they wish.
CFP®
Certified Financial Planner
Since 2007
In financial advisory
700+
Individuals and families advised
Author
The W.E.A.L.T.H. System
HIS STORY
A teacher first. A planner since 2007.
Before financial planning, Ghee Kwan spent three years teaching in Singapore’s schools. That instinct never left. He believes clients make better decisions when they understand the reasoning, so every recommendation comes with a plain explanation of why.
Today he leads Zenith Wealth Group as Branch Manager, under finexis advisory, working alongside a team of consultants who share the same values-based approach.
HOW HE WORKS
Three commitments to every client
01
Explain before recommending
You’ll understand what each part of your plan does and why it’s there, in plain terms, before you commit to anything.
02
Prepare for volatility first
Before you invest, you’ll know what short-term losses can look like, so a market correction is something you expected, not something you react to.
03
Plan beyond your own lifetime
Retirement is only half the plan. The other half is making sure what you’ve built reaches the people you intend, the way you intend.
AUTHOR
The W.E.A.L.T.H. System
How to build generational wealth without affecting your current lifestyle — the framework behind his client work, written for business owners and senior professionals.
IN THE BUSINESS COMMUNITY
BNI Singapore
A pioneer member of his BNI chapter since 2011, he now supports other chapters and develops leaders — working with business owners every week.
WHY ZENITH WEALTH?
Clarity. Strategy. Progress.
At Zenith Wealth, our mission is to bring clarity and confidence to your financial journey. We collaborate with business owners and senior professionals to define meaningful goals and craft personalized strategies that drive real results. With a focus on transparency, trust, and purposeful planning, we help turn your ambitions into measurable achievements—one milestone at a time.
OUR VISION
To be the most trusted advisers to business owners and senior professionals — helping them retire on their own terms and pass on what they have built to the generations that follow.
OUR MISSION
At Zenith Wealth Group, we believe a lifetime of work deserves a plan that lasts beyond it. We guide business owners and senior professionals through retirement and legacy planning — protecting what they have built, growing it with intention, and passing it on as they wish.
Through education, holistic planning and values-based advice, we help every client, and the family who will inherit their legacy, move forward with clarity and confidence.
OUR CORE VALUES
Purpose-Driven Impact
We are more than financial consultants — we are changemakers. Everything we do is rooted in a deeper purpose to uplift families and create lasting legacy.
Integrity Above All
We do what’s right, always. Trust is the foundation of every relationship we build — with clients, teammates, and ourselves.
Empower Through Education
We simplify the complex and believe that informed clients and consultants make better, bolder financial decisions.
Legacy for All
We challenge the belief that wealth is only for the wealthy. Every family deserves a chance to build a better future.
People Before Profits
We lead with heart, serve with intention, and put people at the centre of our planning and mentoring.
Grow Together, Win Together
We rise by lifting others. Whether it’s a teammate or a client, we believe in collaboration, support, and shared success.
OUR COMMUNITY IMPACT
Empowering the Next Generation to Thrive Financially
At Zenith Wealth, we believe that true wealth is built with wisdom—and passed on with purpose. We’re committed to guiding the next generation in understanding how to grow, safeguard, and transfer wealth. Through education and strategic planning, we help them create a strong financial foundation and a legacy that supports generations to come.
Book a complimentary 60-minute session with Ghee Kwan to talk through where you are, where you want to be, and what stands in between. No obligation.
SCHEDULE YOUR FREE DISCOVERY SESSION
DOWNLOAD YOUR FREE GUIDE TODAY
This is not another one of those eBooks you normally get! It is the real deal, as this eBook is written by a practitioner who has helped more than 700 individuals including families in their financial wellbeing.
"I always worried about my children’s future but didn’t know where to start. THE W.E.A.L.T.H. SYSTEM gave me simple, practical steps to build wealth without changing my lifestyle. Now, I have a clear plan and peace of mind knowing I’m creating a secure future for my family. Every parent should read this!"
— Amanda Lee, 42, Marketing Manager, Singapore
"Claim A FREE Copy of THE W.E.A.L.T.H. SYSTEM: How To Build Generational Wealth Without Affecting Your Current Lifestyle"
In this book, you’ll learn how to:
➡️Secure your future for a comfortable and worry-free retirement.
➡️Eliminate financial stress and uncertainty and have peace of mind.
➡️ Leave a lasting financial legacy for your family and generations to come , ensuring prosperity.
➡️ Gain the knowledge and tools to take control of your financial destiny and achieve your goals.
➡️ Fulfill your dreams by turning your aspirations into reality.
➡️ And much more...
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Zenith Wealth Group is a group of authorised Financial Consultants representing finexis advisory Pte Ltd
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