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Case Study · Wealth Management

Daniel Heng

Daniel Heng advises families and business owners on succession. His site sets a calm, premium tone and ends with a short conversation.

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The Daniel Heng website on a laptop and a phone
Client
Daniel Heng
Industry
Wealth Management
Services
Website Design, Website Development
Location
Singapore

Client Profile

Who They Are

Daniel Heng is a Senior Personal Wealth Manager and an estate and succession practitioner, and an authorised representative of AIA Financial Advisers Pte Ltd under the LSY Group. He started advising in 2020 and works mostly with working professionals, their families and business owners who need a succession plan.

He is Associate Estate Planning Practitioner, Institute of Banking and Finance Qualified and Associate Financial Consultant accredited, with Court of the Table, Million Dollar Round Table and International Dragon Awards to his name. Three philosophies run through his practice: motivation for service, not being about the awards, and gratitude for the help of others.

The Brief

What We Set Out To Do

Calm and premium, nothing shouting. Daniel's portrait opens the page with a headline on growing, managing and distributing wealth, followed by his biography and his three philosophies in alternating rows, so the reader meets the person before the trophies.

The awards and accreditations come next in a dark grid, then six service cards and a video from a client event. Testimonials follow, and the page closes with an invitation to a 20-minute conversation through an Instagram button.

Our Solution

What We Built

  1. 01

    Wealth Headline Hero

    A headline on growing, managing and distributing wealth, Daniel's portrait, partner logos and a Learn More button.

  2. 02

    About Daniel

    A portrait next to a biography covering how he started, the tools he uses and his ongoing studies.

  3. 03

    Three Philosophies In Rows

    Text and image rows that alternate sides, one each for motivation, awards and gratitude.

  4. 04

    Awards And Accreditations Grid

    A dark grid of badges with their years.

  5. 05

    Service Cards And Event Video

    Six expertise cards followed by an embedded video from a client event.

  6. 06

    Testimonials And Instagram Invitation

    A testimonial carousel, an invitation to a 20-minute conversation through an Instagram button, and a footer with the disclaimer.

The Finished Site

Scroll Through The Home Page

The full page as it looks on a desktop screen. Scroll inside the window to see every section.

The Daniel Heng home page, top to bottom

Our Work

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