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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

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©2023 by Elite Legacy Planning Pte Ltd - Authorised Representative of Precepts Legacy Pte Ltd and Introducer to Precepts Trustee Ltd.

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