Universal Wealth Group (UWG) is an one-stop insurance and investment solutions company, with a customer centric focused in creating an extraordinary memories and journey for our clients and the people we love. We provide a wealth of products and platforms to service both our internal and external customers :
• External : We look after our clients for life in helping them to plan for their future
and fulfil their dreams throughout all the 3 stages of life planning, from wealth creation to wealth preservation and wealth distribution.
• Internal : We look after our financial advisors’ betterment and growth to help them grow in life, and providing more avenues for them to leverage so that they will be able to succeed in their career. Our services as an one-stop solution agency includes the following :
• A full suits of insurance products and solutions
• Competitive pricing for general insurance
• Financial planning and consultation services
• Corporate solution
• Estate planning
• Personal touch services, including Concierge Service
• Others
Established in December 2013 by a very passionate and experienced financial advisor, Mr Daniel Lee YiFan. Although we are a boutique size company, however, we have a dynamic team of more than 25 financial advisors that provide excellent solutions and quality services.
