A Practice Built on , Not Complexity
We believe that sound financial thinking should be accessible to anyone willing to engage with it. Numisma was established to make that possible.
← Back to HomeHow Numisma Came to Be
Numisma was founded in Singapore in 2018 by a group of finance professionals who had spent years in institutional settings and found a persistent gap: individuals were largely underserved when it came to practical, structured financial thinking that was also genuinely comprehensible.
The name draws from the Greek root for coin — a nod to the long history of considered exchange and the tangible reality of money. Our work is grounded in that same spirit: concrete, measured, and respectful of what money means in everyday life.
Today, Numisma works with working professionals, families, and individuals across Singapore who want to move from financial uncertainty toward a structure they can actually maintain and trust.
Our Mission
To equip individuals across Singapore with the knowledge and structure to make considered financial decisions — at any income level, at any life stage.
Our Approach
Education over prescription. We explain the reasoning behind each step, so that participants leave with understanding rather than dependence.
Our Values
Transparency, patience, and a genuine interest in the participant's long-term wellbeing — not volume of clients or volume of transactions.
Who You Work With
Tan Li-Wei
Founder & Lead Educator
Over fourteen years in wealth structuring and personal finance education. Li-Wei brings careful analytical thinking and a talent for making complex concepts genuinely approachable.
Rajan Balasubramaniam
Investment Education Specialist
A background in fund management and investor relations, Rajan specialises in translating systematic investment concepts into practical, implementable frameworks for individuals.
Sarah Koh
Client Engagement & Planning
Sarah manages the Complete Financial Architecture programme and brings a background in estate planning and retirement coaching, ensuring every engagement is thorough and human-centred.
How We Work
Data Privacy
All client information is handled under Singapore's Personal Data Protection Act (PDPA). We do not share, sell, or use your data beyond the scope of your engagement.
Ethical Practice
We do not receive commissions or referral fees from financial products. Our guidance is not influenced by commercial relationships — only by what is appropriate for the participant.
Professional Development
All Numisma educators participate in ongoing professional development and maintain current knowledge across Singapore's financial regulatory and product landscape.
Regulatory Awareness
We operate within the boundaries of financial education, not licensed financial advisory. We clearly indicate when participants would benefit from consulting a licensed professional.
Honest Communication
We describe realistic outcomes and avoid overstating what education can achieve. If a service is not suitable for someone's situation, we say so clearly.
Ongoing Availability
Participants in longer programmes have scheduled check-in opportunities. We aim to remain accessible between sessions for clarifying questions.
Grounded Financial Education in Singapore
Singapore presents a distinctive financial landscape. CPF structures, SRS accounts, local investment platforms, and the specific considerations of a high-cost urban environment all shape what good financial thinking looks like here. Numisma's education is calibrated to this context — not adapted from overseas templates but built with Singapore in mind from the start.
We work with a range of individuals: early-career professionals who want to start with discipline rather than drifting into patterns that are hard to undo; mid-career individuals managing growing obligations alongside increasing earnings; and those approaching retirement who want to consolidate and clarify before a major life transition.
In each case, the objective is the same: a person who leaves our programme with a clearer picture of where they stand, a structure they can maintain, and the knowledge to make informed decisions when new situations arise. That is the measure of success we hold ourselves to.
Ready to Begin?
An initial conversation costs nothing. Tell us a little about your situation and we will help identify the most fitting starting point.
Get in Touch