About Us
At Elite Legacy Planning, we strongly believe in the ability of holistic financial & estate planning to make a difference in people's lives.
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Over the years, our team have consulted hundreds of SME owners, working professionals and parents with young children on crafting their personalised estate planning structure so to ring fence their family wealth holistically, and let their Love and Legacy Live On.
To embark your holistic estate planning journey, simply pick your preferred practitioner, and book a complimentary consultation session with us today.
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Joseph Tan
Senior Estate & Succession Practitioner | PreceptsGroup
Financial Services Manager | Infinity Financial Advisory
Co-Founder | Elite Legacy Planning

Chong Shing Ann
Senior Estate & Succession Practitioner | PreceptsGroup
Executive Wealth Manager | Infinity Financial Advisory
Co-Founder | Elite Legacy Planning

Lam Ziying
Estate & Succession Practitioner | PreceptsGroup
Rockwills Estate Planner | Rockwills MalaysiaCFP CERT ™ Practitioner

Zwen Chua
Estate & Succession Practitioner | PreceptsGroup
Executive Senior Financial Consultant | Great Eastern Financial Advisers
Co-Founder | Operation Rejoice
