Estate Planning | Private Income Strategies

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Estate Planning & Private Income Strategies

Create The Most Complete Estate Plan to Protect Your Family, Business & Values Without the Complicated Legal Process or Guesswork

Estate planning isn’t just about dividing up your assets. It’s about honoring and protecting your loved ones with a clear plan.


"Probably one of the most authentic, funny & selfless estate planners I've known"

- Jia Min

Join thousands of parents & professionals Luke has equipped to thoughtfully protect their loved ones

Create The Most Complete Estate Plan to Protect Your Family, Business & Assets Without Complicated Legal Process or Guesswork


"Probably one of the most authentic, funny & selfless estate planners I've known"

- Jia Min

Don’t Leave Your Family’s Future to Chance

Give your family the gift of a clear plan. Your legacy is far too precious to leave in the hands of a probate court. Find out how to ensure your final wishes are carried out.

Watch the video below and book a free phone consultation today.

Don't Get Overwhelmed

Most people are overwhelmed by the complicated legal process of estate planning.

We simplified it with our award-winning process to give you the most complete plan so you can feel confident that everyone and everything you love is taken care of.

Over 1,000 Families Educated

Luke is really dedicated to his role and I feel assured knowing that he's someone who have done the due diligence in research and studying the investment options out in the market. If you're looking for a financial advisor, he is the guy!

Leonard Chiang
Leonard Chiang

Found Luke's contact online and reached out to him for a second opinion on a plan I was about to buy. Luke made time to see me the very next day and shared with me that what I was initially being offered wasn't the best bang for my buck. Luke's experience and ability to stay objective without being pushy were what sold me on his service. He is patient and accommodating, helpful and earnest to say the least. If you are ever in doubt about your plans and policies, please reach out to Luke. He'll be more than happy to give you his opinion, FOC without any obligations. Glad to have met him during my search.

Ryan Ng
Ryan Ng

Luke is incredibly knowledgeable in this field and has an impressive track record. He knows his stuff and his claims are well-researched by facts. But what I was more impressed by was his willingness to teach and generosity to share knowledge and resources to someone like me who is just starting out and who he knows he'll not be making money off any time soon. Appreciate the time taken to share this with me

Chua Shao Cong
Chua Shao Cong

I strongly recommend Luke for your financial planning needs if you are a beginner like myself as he take time to consider your current circumstances and future expectation to improve your portfolio. He was patient and accommodating which I appreciate as he doesn't hard sell and pushy of his products but instead provided me with different options that I could consider and ultimately make the best decision for myself. Thanks Luke!

Leong Tai
Leong Tai

Luke is highly professional, very honest and knowledgeable. It is rare to find someone who is able to explain the technicalities concisely and give you the hard facts. It is apparent that his decisions are based on well-researched data, field experience and his willingness to see his clients benefit from his advice. We need more FA like Luke!

Harrison Teo
Harrison Teo

We are constantly taught by society to be wary of FAs / IAs in general because of the many black sheep in the industry. I took a leap of faith with Luke as my main and only FA for my investment needs. Honestly speaking, I appreciate how upfront and straight to the point Luke is and how he takes the time and effort to do a meet-up and understand my needs even if I'm not considered as a high net-worth client that most IAs would rather go for. If you are looking for Insurance, find an Insurance agent. If you are looking for Investments, look for a financial advisor. If you are looking for someone experienced that can do both efficiently and effectively, look for Luke. 🖖 Appreciate the prompt replies to my queries as well.

Ben Pyh
Ben Pyh

One word to describe Luke? Genuine. A sincere, authentic, no-nonsense, straight-to-the-point guy. Does what he does best, giving me returns of 10% on average so far 🙂 Working with Luke is really pleasant, both the results and the personal experience. Any doubts that you have is clarified well clearly. Don't expect any wishy-washy, dilly dally from him. Personally what I appreciate most about him is his humble nature that makes every conversation and interaction with him so comfortable and lively 😊 I highly recommend working with Luke as he gives amazing results and his warm character has made me a client-turned-friend! Keep it up bro! 👍💪

Lau Xin Yuan
Lau Xin Yuan

A sincere and down to earth guy. Luke definitely knows his stuff and takes the time to explain things to you in detail. If you're looking for a FA who isn't pushy and has your best interest in mind, do approach Luke.

Jonathan Tan
Jonathan Tan

Words aren’t enough to describe luke professionalisms. Just have a talk with him and you’ll know. Highly recommended 👍🏻

Lycane Jason
Lycane Jason

Luke is a no-nonsense expert in providing financial advise and his track record speaks for itself. More importantly he has the passion and drive to serve every customer no matter who the customer is. I appreciated his attention to detail and constant follow ups and updates and I feel very assured and confident with him handling my retirement portfolio. I truly believe he is one of the best people you can turn to for managing your finances as he is committed, extremely up to date with market trends etc and always willing to go the extra mile for his clients.

Mohd Gaddafi
Mohd Gaddafi

Luke is sincere and dedicated in helping his clients. He is very knowledgeable on financial matters and his products, providing valuable advice for his clients. Will recommend finding him for your insurance, investment needs

Ting Jian
Ting Jian

Luke has been a friend of mine for more than a decade now. He's been in the industry for about 4 of those years but it wasn't until recently that I decided to start investing with him. He's clear with explaining any terms I might not understand, and works hard to get better benefits for me as his client. He also understands my financial goals and situation, and works out what's most suitable for me from there. Needless to say, I've been a very satisfied client! 🙂

Georgia Ho
Georgia Ho

Luke is dedicated and knowledgable. He listen to client constraint and give good and valuable advices. With that, you will feel less worry managing your finance.

Daniel Tan
Daniel Tan

Luke has been most helpful in answering the questions we had! He is highly knowledgeable and provided advices for our benefit rather than shoving something we cannot swallow down our throats. Highly recommended!

Samuel Sinn
Samuel Sinn

Great guy, good articles. Keep it up

Ashvin Das
Ashvin Das

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HOW IT WORKS

Get Peace of Mind in 3 Simple Steps

Step 1

Take Control
- We Design
Your Plan Together

  • A complete, custom plan so you can take care of your family in our own unique way.

  • Total protection from probate court and unnecessary taxes. It’s only right that your family inherits everything.

  • Flat fees. No surprises, no hourly billing and no hidden-fees.

Step 2

Protect Your Kids
- We Custom Build
Your Plan

  • Unlimited revisions to ensure your plan is what you want.

  • No recycled, pre-filled forms. Each document is tailored to you.

  • Clear timeline so you know what to expect from start to finish

Step 3

Enjoy the Present
- We Keep It Updated
(So It Works)

  • Free annual reviews to see if changes need to be made.

  • Low-cost document updates so your plan reflects changes in your life.

  • Free support. Got questions? Ask us. We don’t believe in hourly billing.

Your Complete Estate Plan May Include...

  • Foundational Family Estate Plan

    (Will + LPA + Basic Structure)

  • Business Owner/ Professional Estate & Succession Plan

  • Cross-Border/ Complex Estate Plan (Multi-Jurisdiction, trusts, etc)

  • Legacy Review & Family Council

    (Annual Retainer)

  • Family Business Succession Advisory Board/ Mastermind

  • etc

  • Bonus #1: Free Annual Reviews

  • Bonus #2: Free Mobile Notary Service for Signing at Home

  • Bonus #3: Private and Secure Online Storage for All Documents

Secure your ideal future

Why You'll Love Our 100% Virtual Service

We're known for giving our clients total protection,
free ongoing support and convenience

Get It Done At Home

We design your estate plan with you by Zoom or phone, then deliver it to your home for signing. Our notary comes to you - no driving, no office visits, no need to miss work.

Total Protection

We don't just help you avoid probate and ensure a smooth transition. We offer tax, asset preservation and legacy planning.

Free Annual Reviews

For your estate plan to work, it must be reviewed and updated. That’s why we offer free annual reviews and low-cost updates should your wishes change.

Luke and His Wife

STRATEGIC PLANNING

Serving Your Family with Empathy and Excellence

Luke is the Managing Director of CFX, Money Maverick Pte Ltd.

For over 13 years, Luke Ho has been helping homeowners, professionals, and business owners create thoughtful estate plans that protect their families, avoid probate, and leave a lasting legacy.

Rooted in his faith in Jesus Christ, Luke's mission is to serve families with care, clarity, and compassion - one plan at a time.

He’s been recognized as one of Singapore's Best Estate Planners and ranked among the top of estate planners.

Over thousands of families have been taught by Luke to guide them with care and simplicity.

If you’re looking for an estate planner who listens, explains things clearly, and puts your family first, you’re in the right place.

Your Client Support Team

Luke Ho

CEO & Founder, Money Maverick

Carol Lee

CFO, Money Maverick

Shuri Coders

CTO, Money Maverick

Frequently Asked Questions

We're known for giving our clients total protection,
free ongoing support and convenience

How much do you charge?

During your free consultation, Luke will go over our fees with you. If you're price shopping or looking for the lowest price, we're not the right law firm for you. We work with thoughtful clients who want to get it done the right way. Your family deserves the best. If you want to learn how we can provide total protection for your family, click below to schedule your call.

How long is the process?

From start to finish, our process usually takes about 4-6 weeks. We carefully craft and customize every estate plan, but keep the process simple for you. Our intention is for you to walk away with total peace of mind knowing you've designed a promising future for your family. We promise to make it easy for you.

Can we meet in person?

We are a estate planning firm and meet with clients by Zoom and phone only. We make it convenient for busy families and retired folks to receive world-class service in the comfort of their homes. This means no traffic and no waiting in a lawyer's office. We do our best to remove obstacles that may stop you from creating a plan that achieves your vision for your family

Questions?

Let's Connect!

You’ve got questions. We’ve got answers. Schedule a free consultation with today, and get the answers you’re looking for

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In fact, the content is not directed to any investor or potential investor and may not be used to evaluate or make any investment. Do note that this is not financial advice. If you are in doubt as to the action you should take, please consult your stockbroker or financial advisor.

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