This is the first and most important Pillar of Wealth. Without adequate protection, you will be vulnerable to the nasty effects of one or more chance misfortunes, which will cause you to suffer unnecessary and tremendous financial losses. Our planning helps to reduce the negative impact of unplanned misfortunes and ensure that your lifestyle remains unaffected as much as possible thereafter.view more >>

The second Pillar of Wealth analyses your general financial health, such as cash flow and debt position. A net positive cash flow with no overcommitted liabilities is considered healthy. We will advise you how to effectively manage your cash flow and suggest ways to reduce, or avoid, unnecessary borrowing.view more >>

The third Pillar of Wealth drives you towards meeting your long term financial objectives through accumulation. In Singapore, the two most common needs are Retirement Funding and Children Education Funding. We will help you develop a realistic and achievable program to meet these needs.view more >>

The fourth Pillar of Wealth maximises the growth potential of your assets. We help you develop an investment program that is appropriate to your unique situation, yet will grow at a rate you desire. With the help of our proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long term financial dreams.view more >>

This fifth and final Pillar of Wealth looks at preserving and distributing your estate. The only certainty in life is that it will not last forever. We will help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes.view more >>

  • Wealth Protection
  • Wealth Maintenance
  • Wealth Accumulation
  • Wealth Enhancement
  • Wealth Distribution

Julia Chua

Senior Consultant
MAS Rep No. JCH200216774

My Specialities
  • Investment Advisory
  • Life Insurance Advisory
  • Retirement Planning
  • General Insurance
  • Estate Planning

Click here for the full list of my specialities >>

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About Me

Julia is a Certified Financial Planner ™ & Professional Estate Planner who is qualified to provide Comprehensive Financial Planning not just for individuals but also to business owners.

Graduated from Nanyang Technological University with an Honours degree in Business (majoring in Financial Analysis), her clients benefit from her working experience in regulatory reporting with a Top Investment Bank as well as in teaching youths in a local school to implement sound financial advice.

After more than 4 years in the Financial Services Industry, she has developed a strong passion in helping clients establish a systematic Financial Planning process to achieve their Goals. She places high priority in gaining the trust of her clients and working in close partnership with them to develop cost efficient and effective solutions.

Believing that strong networks and partnerships lead to better services and solutions for her clients, Julia joined the financial advisory team, La Confiance, in Financial Alliance in January 2014. For more information on La Confiance and events, please visit their Facebook page at



My Specialities

Investment Advisory
• Cash Management
• Strategic Asset Allocation
• Tactical Asset Allocation
• Portfolio Construction
• Portfolio Implementation
• Portfolio Monitoring
Life Insurance Advisory
• Liquidity Planning
• Asset Protection & Preservation Planning
• Wealth Creation & Transfer Planning
• Family Legacy Planning
• Philanthropic & Charitable Legacy Planning
• Business Key Person Planning
• Business Continuity - Succession Planning
Retirement Planning
• Cash Flow Planning
• Assets Optimization
General Insurance
• Business Risk Management Planning
• Corporate Employee Benefits Schemes
Estate Planning
• Wills
• Trusts
• Advanced Medical Directive (AMD)
• Lasting Power of Attorney (LPA)


Educational Qualification
  • Bachelor of Business with Honours (Financial Analysis)
  • Postgraduate Diploma in Education (Physical Education & Mathematics)
Professional Qualification
  • Certified Financial Planner (CFP®)
  • Professional Estate Planner