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My passion lies in ensuring my clients' financial well-being and peace of mind

Swendi is a seasoned financial professional who believes true wealth is measured in peace of mind, not just assets. With eight years of industry experience, she helps individuals navigate financial complexity with clarity and confidence. Holding a Bachelor’s Degree (Hons), Swendi combines academic rigour with a deeply client-centric approach. Her expertise lies in crafting bespoke Wealth and Retirement Plans, ensuring clients look forward to their future with security and excitement.

What sets Swendi apart is her holistic perspective. She understands that financial health and personal well-being are inseparable. Beyond traditional wealth management, she integrates holistic health and protection planning into her clients' lives—safeguarding both assets and families. Known for integrity and professional warmth, Swendi is more than an advisor; she is a trusted partner. She provides cutting-edge strategies that empower clients to face life's uncertainties with confidence, fostering lasting relationships built on trust, resilience, and mutual success.

Hi, I’m Ma Swendi!

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What I’m passionate about

Swendi is passionate about helping clients replace financial worry with genuine peace of mind. Whether planning for a dream retirement or protecting what matters most, she believes every strategy should reflect each client's unique life, not a template. Her purpose is to simplify the complex, so clients feel empowered, not overwhelmed. For Swendi, financial confidence isn't just about numbers—it's about helping people live life on their own terms, fully protected and completely assured.

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Legacy Planning

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Family Financial Planning

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Wealth & Retirement Planning

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Holistic Health & Protection Planning

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My achievements and accolades

Premier Affluent Wealth Advisor

8 years of experience with VA

3 x MDRT Qualifier, Senior Personal Wealth Manager

HAVE A QUESTION?

I’d love to help you with your journey in financial planning

+65 9674 9555

maswendi@aia.com.sg

CONTACT US

+65 6579 5595

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