Warren & Associates

Warren & Associates Authorised Representative of AIA Singapore Pte Ltd (Reg. No. 201106386R)

Your Online Financial Guide

At Warren & Associates, we are a team of dedicated Financial Services Consultants representing both AIA Singapore Private Limited and Precepts Legacy Private Limited. We specialise in providing comprehensive financial planning solutions to safeguard the well-being of you and your loved ones. Being certified Estate and Succession Practitioners, we also specialise in estate planning and Trust servic

es. Our mission is to uphold the highest standards of professional knowledge, ethical conduct, and client service excellence. We are committed to building a team of professional financial consultants who set the standard in the financial planning industry. Through advanced certifications such as Certified Financial Planner (CFP) and Associate Estate Planning Practitioner (AEPP), we empower our team to deliver tailored solutions that enhance and protect your financial portfolio. Let Warren & Associates partner with you to achieve your financial goals and secure a brighter future for generations to come.

🎒 Tired of buying brand-new school supplies, only to find last year's pens still work? Turn back-to-school prep into a f...
26/06/2026

🎒 Tired of buying brand-new school supplies, only to find last year's pens still work? Turn back-to-school prep into a fun financial game: The Stationery Supply Chain Challenge!

Instead of you playing the budget cop, this game challenges your kids to audit their own inventory, categorise "needs vs. wants," and manage a fixed budget at local bookstores like Popular.

It’s a simple, hands-on way to teach them the reality of opportunity cost before the new school term even begins.

Slide through the carousel to see how to set up the game this weekend!

☕️ Want to teach your kids how business actually works? Turn your kitchen into a delicious financial incubator with The ...
16/06/2026

☕️ Want to teach your kids how business actually works? Turn your kitchen into a delicious financial incubator with The "Home Cafe" Boss!

Instead of a boring math lesson, this game helps kids physically learn the difference between sales and actual profit while running a mini-cafe for the family. Slide through the carousel to see how to set up the game!

Tired of hearing "Can we buy this?" every 5 minutes? Turn your next June holiday family outing into a game: The "CEO of ...
10/06/2026

Tired of hearing "Can we buy this?" every 5 minutes? Turn your next June holiday family outing into a game: The "CEO of Fun" Challenge!

This simple game teaches kids opportunity cost without the boring lectures. If they want that expensive treat, they'll quickly choose to take the MRT to afford it.

Slide through to see how to set it up!

👉 Where would you take your kids to try this? Let us know in the comments! 👇

05/06/2026
Turn a routine grocery run into a high-stakes, practical saving game that teaches healthy financial decisions in the rea...
03/06/2026

Turn a routine grocery run into a high-stakes, practical saving game that teaches healthy financial decisions in the real world with this fun June School Holidays activity!

What a Friday! 🙌 We were invited to the NTUC First Campus Learning & Sharing Festival at MBS, and the energy was unmatch...
25/05/2026

What a Friday! 🙌 We were invited to the NTUC First Campus Learning & Sharing Festival at MBS, and the energy was unmatched!

Our booth was stationed under Financial Wellness, and we spent the day connecting with amazing NFC staff, sharing practical initiatives, and giving away gift vouchers via our Spin the Wheel game. 🎡💸

From the curated talks to the project exhibitions, it was amazing to see everyone coming together to learn and grow.

Big thanks to NTUC First Campus for the invite. We’re already looking forward to the next one! 🤝

✨ Stay tuned for more exciting events coming your way soon!

Yesterday, Daniel organised an estate planning talk for BDO Singapore on the topic: “What happens to money, when death h...
22/05/2026

Yesterday, Daniel organised an estate planning talk for BDO Singapore on the topic: “What happens to money, when death happens?”

A meaningful session discussing the importance of proper estate planning, protecting loved ones, and ensuring your assets are distributed according to your wishes.

Estate planning is not just for the wealthy — it’s about creating clarity, avoiding complications, and leaving behind a legacy with peace of mind.

Thank you to everyone from BDO Singapore for the warm engagement and thoughtful discussions. 🤝

Today, AIA had invited Dan to do a sharing session at AIA Appointment Booster 🙌One of the key takeaways from his session...
21/05/2026

Today, AIA had invited Dan to do a sharing session at AIA Appointment Booster 🙌

One of the key takeaways from his session was on effective time management — keeping things simple and intentional through the 4 Ds:

1️⃣ Do it
2️⃣ Delegate
3️⃣ Delay
4️⃣ Drop it

A simple framework, but a powerful reminder for both work and life 💡

A burnout check in. Mid year energy audit.Exercise more. Get more rest. Achieve next milestone at work.1st of January of...
19/05/2026

A burnout check in. Mid year energy audit.

Exercise more. Get more rest. Achieve next milestone at work.

1st of January of each year where we set our New Year’s resolution. Setting new habits to overcome old habits.
Here we are at the halfway mark.

Regardless of where we are in that journey, both in our personal lives and at work, it’s a good time to breathe and take stock of how far we’ve come.

Other than the goals we set, have we had time / should we start to set time for the following?
- time for ourselves. Me time: To reflect, to strategize, to recharge.
- Time with people who matter: family, kids, parents.
- Time for health: play the long game.

The halfway mark is a significant milestone in every race and walk of life. It’s the point where we have taken effort to reach, yet nowhere near the finish line. Give up and all the effort was wasted. Push too add too soon and cramp will set in, effectively ending the race prematurely.

Let’s pace ourselves. As long as we focus on the end goal and take it one step at a time, we will reach the finish line!

By: Joel Lim ()

Last month, Warren & Associates hosted our inaugural event to an exclusive group of esteemed clients.An evening dedicate...
15/05/2026

Last month, Warren & Associates hosted our inaugural event to an exclusive group of esteemed clients.

An evening dedicated to meaningful conversations and connection. Gaining insights to current market trends and exploring investment opportunities.

A huge thank you to our guest speakers; who graced the evening with their expertise and navigated the intricacies of our ever-changing market:

- Alvin Fu, AIA Chief Distribution Officer
- Thomas Tan, Head of Investment Marketing (AIA Group Unit-Linked and Pensions Business)
- Jason Lim, Director & Team Lead Retail Distribution, SEA (Allianz Global Investors)

And beyond the charts and forecasts, the highlight of the evening came the meeting of minds — a vibrant networking session where ideas met opportunity.

Our guests were appreciated with a small token, a uniquely curated Organiser from The Art Faculty. We are proud to support this social enterprise by the Autism Resource Centre (Singapore), which celebrates the immense talent of artists on the autism spectrum by showcasing their work on beautiful, functional products. 🎨✨

Keep a close lookout on our page for more upcoming events and exclusive insights.

Address

371 Alexandra Road #02/07
Singapore
159963

Alerts

Be the first to know and let us send you an email when Warren & Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Warren & Associates:

Share