Join over XXX+ clients who have chosen Luke to create a thoughtful estate plan that protects their loved ones.

Estate Planning & Private Income Strategies

LIMITED TIME ONLY

FREE SHORT TRAINING

5 Critical Steps to Future-Proof Your Family’s Inheritance Without Guesswork

Learn from real Singapore case studies on how to avoid costly inheritance planning blunders caused by outdated wills, re-marriage, and gaps in legal understanding.

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Stop Risking Everything You’ve

Worked So Hard For

Here's the truth about modern inheritance in Singapore:

  • A simple Will is no longer enough in a world of remarriages and blended families.

  • Outdated beneficiary nominations can send your assets to the wrong hands.

  • Mixing inherited assets with joint marital accounts can turn gifts into divorce assets.

  • Unclear intentions cause years of court disputes and fractured relationships.

Don’t leave your financial future to chance. Learn how to fortify your investment properties with tax-efficient, cost-effective solutions that work.

The Guidance You Need To Protect Your Family's Harmony And Legacy.

Register and Attend Now

This webinar is strictly for educational and general information purposes only and does not constitute financial advice, investment advice, or any form of solicitation, and no specific products or investments are being recommended.

A Step-by-Step Guide to Shield Your Wealth

How to structure your inheritance plan to reflect your true wishes.

Discover 5 critical steps to prevent family disputes and preserve relationships.

Avoid the 4 most common mistakes that turn inheritances into legal battles.

Walk away with a clear, proven plan that brings peace of mind to your loved ones.

STRATEGIC PLANNING

Commit 1 hour to Protect a Lifetime of Earnings & Peace of Mind

This powerful webinar uses real Singapore court cases to show how marriage, divorce, and family disputes can jeopardize inheritance plans, and how you can avoid the same mistakes.

Luke Ho walks you through the CLEAR Framework so you can clarify intent, list assets, avoid conflicts and review regularly.

Based on lessons drawn from landmark Singapore cases CLC v CLB (2023) and others, Luke shares proven steps you can apply immediately.

Meet Your Speaker

Luke Ho (ESP, CEP) is an Estate Planning Coach and Investment Strategist with over 13 years of experience helping families protect their legacies.

Founder of CFX Money Maverick Pte Ltd, Luke specializes in integrating ethical solutions to complex family situations, including remarriages and multi-generation disputes.

Luke has been featured on MoneyFM 89.3 and MDRT events for his clarity and practical guidance on ethical wealth transfer.


"Estate planning is not just about money, it’s about preventing the inheritance of conflict"
- Luke Ho

Check Out What Our Attendees Are Saying

See what people are saying about the workshop, community, and overall experience.

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

Protect your loved ones before it’s too late.

This Singapore-focused webinar is free for a limited time.

Watch it now to avoid the costly mistakes that have shattered many families’ legacies.

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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.

Educational content for Estate Planning and Family Legacy Education only. This webinar does not constitute financial advice, investment recommendations, or legal drafting services. Please consult certified professionals for financial advice.

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