Stewarding Your
Financial Future

We simplify complex financial concepts and provide clear, actionable solutions—empowering individuals and families to build long-term financial stability with purpose.

Stewardship Team at Marina Bay Sands, Singapore

Comprehensive Financial Solutions

Grounded in a fiduciary commitment to put your interests first, we offer services designed to simplify complexity and create clarity.

01

Financial Planning

Comprehensive strategies tailored to your unique goals, helping you navigate every stage of your financial journey with confidence.

02

Wealth Management

Thoughtful investment approaches designed to grow and preserve your wealth while aligning with your values and long-term vision.

03

Retirement Planning

Secure your future with personalized retirement strategies that ensure financial independence and peace of mind.

04

Risk Strategy

Protect what matters most with comprehensive risk assessment and mitigation strategies tailored to your circumstances.

Professional financial planning workspace

A Trusted Partner in Your Financial Journey

Stewardship is a trusted financial services firm dedicated to helping clients steward their finances with purpose. We operate with a mission to align financial decisions with life goals, taking a values-based, client-first philosophy.

Our team brings decades of combined experience in financial planning, wealth management, and risk strategy. We believe that everyone deserves access to thoughtful, personalized financial guidance.

Client-first philosophy in every decision
Values-based approach to financial planning
Fiduciary commitment to your best interests
Clear communication without jargon

Financial Guidance With Purpose

We believe that true financial success isn't just about accumulating wealth— it's about using your resources to live a meaningful life aligned with your values.

Purpose-Driven

Every financial decision should serve a greater purpose in your life, not just grow numbers on a statement.

Values-Aligned

We help you invest and plan in ways that reflect what matters most to you and your family.

Client-First

As fiduciaries, we are legally and ethically bound to always act in your best interest.

"Simplifying complex financial concepts and providing clear, actionable solutions to empower long-term financial stability."
— Our Commitment

Meet the Experts Behind Your Success

Our dedicated team of professionals is committed to helping families across Singapore achieve their financial goals.

Lee Song Yong

Lee Song Yong

Founder & Senior Financial Service Director

20+ years of experience in wealth management and financial planning. CFA Charterholder.

Andy Yew Wei Jie

Andy Yew Wei Jie

Financial Services Manager

Specializes in retirement planning and estate strategies. CFP® Professional.

Nazmi Mustafa

Nazmi Mustafa

Financial Services Manager

Expert in investment portfolio management and risk assessment. MBA, CFA.

JJ Liew Jun Jia (Liew YongJia)

JJ Liew Jun Jia (Liew YongJia)

Financial Services Manager

Dedicated to ensuring exceptional client experience and communication.

Lim Shin Haur

Lim Shin Haur

Associate Director (Private Wealth)

Focused on comprehensive risk management and insurance solutions. ChFC®.

Keith Lim Jia Dong

Keith Lim Jia Dong

Associate Director (Advisory)

Specializes in market research and portfolio optimization strategies. CFA Level III Candidate.

Shahidah Said

Shahidah Said

Associate Director (Private Wealth)

Expert in tax optimization and estate planning strategies. CPA, MST.

Chantelle Teo Qiuyan

Chantelle Teo Qiuyan

Associate Director (Private Wealth)

Passionate about helping young professionals start their financial journey. CFP® Candidate.

Start Your Financial Journey Today

Schedule a complimentary consultation to discuss your financial goals and discover how Stewardship can help you build a secure future.

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