David, a graduate of National University of Singapore, entered the insurance and finance industry in 2009, driven by a strong commitment to adding value for his clients. Over the next decade, he pursued continuous learning and professional development, ultimately co-founding the Financial Life Design^TM (FLD) methodology.

This innovative approach to financial planning integrates time management, health considerations, and traditional monetary aspects. David’s journey included meaningful client interactions, and through the FLD methodology, David customised strategies that empowered clients to achieve financial goals while promoting overall wellness.

During the unprecedented times of the Covid-19 pandemic in 2020, David contemplated ways to extend his holistic financial planning approach to a wider audience. Discussing his aspirations with his wife, Leanne, who had over a decade of corporate experience in business development and marketing, they embarked on a journey to amplify their vision of financial planning into a systematic lifestyle approach.

They envisioned financial planning not just as numbers and investments but as a creative and personalised “life design” resonating with each individual’s unique circumstances and aspirations. Together, they refined and packaged the FLD methodology into a comprehensive program, combining financial strategies with broader lifestyle considerations.

Their collaboration brought a fresh perspective to clients, transforming financial planning into a roadmap for a purpose-driven life that reflects true aspirations and values.