Tan Chee Wee

Tan Chee Wee

associate director

Biography

Chen Zhiwei has 20 years of experience in financial planning, a solid background and unmatched expertise, Zhiwei has been an integral part of the Synergy team for over a year, making his mark in the financial world.

Believing in giving client choices, Zhiwei learnt the hard way when he was in Junior college when one of the parent was retrenched Taking on multiple part time jobs, he understood the importance of financial and crisis management to fund for his university education. Holding a Bachelor of Engineering degree in Computer Engineering from Nanyang Technological University, Zhiwei utilises Technology and analytics to implement wealth planning and management solutions for his clients.

Zhiwei is licensed in various key facets of financial activities, including Life, Life (A&H With Shield), Investment, GI, and Group. This comprehensive range of licenses underscores his ability to navigate the complex and ever-changing financial landscape with finesse. Beyond his licenses, Tan has repeatedly expanded his knowledge and skillset through a diverse range of qualifications. No stranger to hard work, he has earned several certificates including M5, M9, BCP, COM GI, M8A, PGI, M9A, and HI (Before Nov 2015). These certificates cement his commitment to staying at the cutting edge of the industry, ensuring he can provide the utmost professional advice to his esteemed clients.

Known for his astute analytical abilities, Zhiwei’s methodology is rooted in thorough research and a deep understanding of his clients' unique needs. With an unrivaled attention to detail, he effortlessly identifies hidden investment opportunities tailor-made for each individual. Behind the scenes, his relentless dedication paves the way for financially savvy decisions, fostering a secure and prosperous future for his clients.

Zhiwei has numerous resounding appraisals and reviews from clients whom he has assisted to craft their protection and wealth portfolio, as well as numerous thankful clients whom he assisted for difficult claims.

In summary, Tan Chee Wee, or Chen Zhiwei, is a pioneering figure in the field of finance. His multifaceted expertise and unwavering commitment have made him an invaluable asset to Synergy. With a focus on personalized recommendations, he effortlessly guides his clients to financial success, one calculated step at a time.

Ms Winnie Tan

Education specialist and Editor at Self Employed

Zhiwei has been my trusted financial adviser for over 20 years, starting from his early days with Prudential. Over the years, he has helped me build a strong and well-rounded financial portfolio — including insurance coverage, investments, and retirement planning — all tailored to my personal goals and preferences.

When Zhiwei transitioned to the FA model, partnering with multiple insurers, I saw firsthand how dedicated he is to providing the best value for his clients. Thanks to his advice, I’ve secured better insurance coverage at times with lower premiums — something I wouldn’t have thought possible.

What truly sets Zhiwei apart is his ability to design affordable, low-commitment plans that still align with my long-term goals. This flexibility proved especially valuable during my career transitions, where I never had to worry about compromising my financial stability.

Most recently, I was able to withdraw profits from my investments to help fund a property purchase — a move made possible because I started early with Zhiwei’s guidance. We’ve also restructured my life insurance to shorten the premium term and shifted towards a retirement income model that gives me greater peace of mind.

Zhiwei’s unwavering support, foresight, and customized advice have been instrumental to my financial journey. I’m grateful to have him as my adviser.