As a seasoned speaker and award-winning director, I specialize in building successful systems and teams, empowering Gen Z leaders, directors, managers, and financial consultants to achieve sustainable success. With over five years of experience in the financial services industry, I have developed a strong track record in creating efficient systems and fostering high-performing teams.
My expertise extends to financial advisory, agency leadership, and estate planning. As AIA FA’s Top Recruiting Director, I lead one of the fastest-growing advisory groups — a testament to the robust and scalable systems we’ve built to attract, develop, and retain top talent. I hold two licenses in estate planning: as an Estate and Succession Practitioner with Precepts Legacy and a Certified Estate Planner with GetArrange. This diverse background allows me to offer comprehensive insights and practical strategies that can be implemented immediately.
I’m passionate about coaching associates, building replicable systems, and helping others achieve sustainable results. This dedication has led me to earn the Court of the Table (COT) designation twice in my first two years — an achievement that reflects not just personal success but a commitment to empowering others.
In 2023, I was also the only Singaporean finalist for the Asia Financial Advisor of the Year — an honor that has fueled my drive to raise industry standards and drive positive change.
Beyond fieldwork, I contribute actively to thought leadership. In May 2024, I was a featured writer in MDRT’s Round the Table publication, where I shared frameworks to help over 90,000 MDRT qualifiers worldwide improve their advisory effectiveness.
My core topics include system-building, team development, estate planning, human-centric leadership, and scalable mentorship models for the next generation.
Daniel’s motivation stems from the encouragement and partnerships from his family and friends. He finds the greatest joy in being able to serve the needs of his immediate circle whilst being able to learn from their advice. This drives him to want to continue giving back to the community.
While Daniel has earned numerous awards and accolades throughout the years, he finds they cannot be compared to the amount of trust his clients have placed in him. For Daniel, these awards are merely a platform for him to leverage to meet more successful mentors to learn how to further hone his craft – all to be a better advisor.
Daniel attributes his Court of Table 2022 award to the business systems and structures his firm, AWM Group, has in place for all advisors. These help new advisors quickly become accustomed to the highest competency standards in the industry. He is grateful for the support from the hundreds of mentors who were ever willing to dispense advice – it is only by standing on the shoulders of these giants could Daniel see and achieve further.
In honor of his outstanding performance, Daniel was awarded membership to the prestigious Court of Table in 2022 and gained the Million Dollar Round Table twice (2022; 2023).
Daniel’s advisory services are typically catered to medium- to high- net worth individuals, but almost all the time, he is willing to assist and aid everyone with their financial planning. Experience next-level wealth advisory with his personalized consultation process.
To help you take ownership of your wealth and plan your financial life, setting and achieving realistic goals.
To protect what’s precious, helping you manage your wealth, making sure all your base are cover.
To live a financially free life, helping you make informed investment decisions, growing your wealth in a way that suits you
To ensure that you live a life that outlives you, having enough at the end of time.
For mortgage insurance and understanding where your property fits in your financial portfolio
To ensure that your assets are passed down to your loved ones, keeping your legacy and loved one protected.
Daniel’s advisory services are typically catered to medium- to high- net worth individuals, but almost all the time, he is willing to assist and aid everyone with their financial planning. Experience next-level wealth advisory with his personalized consultation process.
To help you take ownership of your wealth and plan your financial life, setting and achieving realistic goals.
To protect what’s precious, helping you manage your wealth, making sure all your base are cover.
To live a financially free life, helping you make informed investment decisions, growing your wealth in a way that suits you
To ensure that you live a life that outlives you, having enough at the end of time.
For mortgage insurance and understanding where your property fits in your financial portfolio
To ensure that your assets are passed down to youyr loved onces, keepign your legacy and loved one protected.
In a short planning session in any format of your choosing, Daniel will help you identify ways to better grow and protect your money.
Whether it is idle funds to be put to work or portfolio gaps to plug, you will be provided with smarter insights so that you have a clearer next move.
Reach out for the right advice today.
Authorised Representative of AIA Financial Advisers Private Limited (Reg. No 201715016G)
Daniel Heng AIA FA Financial Director
AWM Group
* Financial Disclaimer: It should be noted that results, earnings and income claims made by Daniel Heng and its representatives are based on client’s individual background, capacity, goals and experience. There is no assurance that examples of client’s results can be duplicated in future. We cannot guarantee your future results and/or success. Approval Code: CC-FA-LM-015-2023
