MDRT

Lewis Lu

Lewis Lu is a dedicated financial consultant with over four years of experience in the industry, known for his client-first approach and deep commitment to helping individuals achieve financial clarity and confidence.

Biography

He began his career in the Republic of Singapore Air Force, where he developed a strong foundation in discipline, structure, and leadership. Transitioning into the corporate world, he took on Business Development roles before finding his calling in financial advisory.

He reached a major milestone by qualifying for MDRT in his first year as a financial adviser. Today, he manages over $2.6 million in assets under management (AUM) reflecting both consistency and the trust placed in him by his clients.

Specialising in retirement planning, Lewis also has a passion for building lasting relationships—with both clients and fellow advisers. His consultative approach centres on listening, educating, and delivering strategies tailored to each individual’s needs.

Whether you're looking to build passive income, protect your loved ones, or plan confidently for the future, Lewis believes that financial planning isn’t just about numbers—it’s about purpose. His mission is simple: to walk every client journey with integrity and care.

Practice Areas

  • Wealth Management Advisory
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  • Estate Planning (AEPP® Certified)
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  • Mortgage Optimisation (SAMP Certified)
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  • Retirement Planning
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  • Passive Income Strategist
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  • CPF Life Maximisation Frameworks
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  • +6590883379
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  • lewis.lu@manulifefa.com.sg
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  • 103 Penang Road, #02-04, S238467
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Social Networks