Financial & Legacy Planning

Building Lasting Legacies. One Generation at a Time.

We guide individuals, families, and business owners through purposeful financial and estate strategies — delivering clarity, confidence, and continuity across every stage of life.

Begin Your Legacy Explore Services

Holistic

Financial &
Estate Strategy

Tailored

To Every
Life Stage

Legacy

Built to
Endure

Meet Your Advisor

The Person Behind Your Legacy

A dedicated advisor who combines deep financial expertise with a genuine commitment to your long-term success.

Julian Wong

Master Financial Consultant & Estate Succession Practitioner

Julian is a results-driven financial professional with over 10 years of progressive industry experience spanning financial advisory, regional product marketing, and technical sales. Since entering the financial advisory industry, he has demonstrated exceptional growth — achieving MDRT in his first year and consistently attaining Court of the Table (3× MDRT) recognition, placing him among Prudential Singapore's top performers.

Holding a First Class Honours degree in Electrical and Electronics Engineering from Plymouth University (UK), Julian combines strong analytical rigour with advanced AI-powered workflows to deliver data-driven financial planning solutions tailored to each client's unique circumstances.

AEPP® — Associate Estate Planning Practitioner

ESP — Estate and Succession Practitioner

CMFAS Certified (M5, M9, M9A, HI)

BSc First Class Honours — Plymouth University, UK

Income & Business Protection Planning

Investment & Wealth Management

10+ Years
Experience

MDRT 5× Qualifier

COT 3× MDRT
Recognition

What We Offer

Comprehensive Strategies for Every Stage of Life

From wealth accumulation to generational transfer, our advisory services are tailored to your unique circumstances and aspirations.

Estate Planning

Structured strategies to protect, preserve, and transfer your assets according to your wishes — minimising tax exposure and family conflict across generations.

Wealth Management

Holistic portfolio construction and asset allocation aligned to your risk tolerance, time horizon, and legacy goals — monitored and rebalanced proactively.

Retirement Planning

Income strategies, superannuation structuring, and drawdown planning to ensure financial independence and comfort throughout your retirement years.

Business Succession

Structured exit and transition planning for business owners — ensuring continuity, maximising enterprise value, and protecting what you've built.

Tax Strategy

Proactive, integrated tax planning that aligns with your investment, estate, and business structures — reducing liability while maintaining full compliance.

Family Legacy Planning

Intentional frameworks for transferring not just wealth, but values — equipping the next generation with the knowledge, purpose, and governance to steward your legacy.

Our Approach

Why Opus Legacy

We believe great financial counsel goes beyond numbers. It's built on trust, precision, and a genuine commitment to your long-term wellbeing.

Clarity

We translate complex financial landscapes into clear, actionable strategies you can understand and own.

Confidence

Every recommendation is grounded in rigorous analysis and delivered with conviction so you can move forward decisively.

Continuity

We build plans that adapt — evolving alongside your life, business, and family as circumstances change.

Integrity

Our advice is always independent, transparent, and aligned with your best interests — never driven by commission or product.

"Your legacy is not what you leave behind — it's what you build with intention."

Est. Opus Legacy

Who We Are

A Firm Built Around Your Future

With a commitment to purposeful planning and long-term relationships, Opus Legacy guides individuals, families, and business owners in building lasting legacies through thoughtful financial and estate strategies.

We combine deep expertise with a values-based approach to deliver clarity, confidence, and continuity across every stage of life. Our work is never transactional — it's relational, intentional, and designed to endure.

Purpose-Driven

Every plan is grounded in your values and long-term vision.

Deep Expertise

Seasoned advisors with multi-disciplinary financial knowledge.

Relational

Long-term partnerships — not one-time transactions.

Continual

Strategies that evolve with life's milestones and transitions.

Speaking & Events

Seminars & Talks

Every family deserves clarity on how to protect what they have built. Through expert-led seminars, Julian translates complex estate and trust planning into practical, actionable knowledge — empowering you to make confident, lasting decisions for the people who matter most.

Trust Planning Talk

In Partnership with PTEPPL Legacy Planner

Debunking the 3 Most Common Myths About Trust Planning — and Why They Could Cost Your Family Dearly

How a Trust Shields Your Wealth, Provides for Your Loved Ones, and Ensures Your Wishes Are Honoured

Will vs. Trust — Understanding the Critical Differences That Determine the Fate of Your Estate

Exclusive Events

Private Client Events

For those who prefer a more personal setting, Julian hosts exclusive private sessions by invitation — a space for candid conversations, tailored guidance, and actionable steps toward protecting your family's future. Because some conversations are best held in confidence.

Get in Touch

Let's Start Building Your Legacy

Whether you're planning your estate, approaching retirement, or navigating a business transition — we're here to provide the clarity and direction you deserve.

Our Office 10 Anson Road
#06-17
Singapore 079903
Phone (+65) 87716997
(+65) 93858572
Email julianwong@opus-legacy.com

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