Create, Preserve & Manage Your Finances
Live Your Best Life With
Proper Estate Planning
Titles:
Who Is Wilfred Wong
Aspiring Associate Director, Financial Consultant & Estate Planning Professional
Wilfred Wong became a consultant back in his university days. After having a hand at financial planning for his own parents to gauge their retirement readiness, he found himself enjoying the process thoroughly, and also discovered the gap between what people ought to know about financial planning and what they currently know.
Since then, he has helped hundreds around him bridge the gap between where they are and where they want to be. He had developed a flagship asset planning framework, that allows people of all age groups to reach financial freedom 5-10 years earlier than expected through his professional asset allocation process.
Fast forward half a decade later, Wilfred Wong became a member of the Court of the Table in 2021 and was in the Million Dollar Round Table in 2019 and 2020. He was also AIA FA’s Top Associate Director 2020, a member of the AIA FA Pinnacle Club 2021 (Gold Unit) and AIA FA Centurion Club 2021.
Areas of Expertise
Garry’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 personalised consultation process.
Financial Advisory
To help you take ownership of your wealth and plan your financial life, setting and achieving realistic goals.
Wealth Management
To protect what’s precious. Helping you manage your wealth, making sure all your bases are covered.
Personal Investment
To live a financially free life, helping you make informed investment decisions, growing your wealth in a way that suits you.
Retirement Planning
To ensure that you live a life that outlives you, having enough at the end of time.
Mortgage Planning
For Mortgage Insurance and understanding where your property fits in your financial portfolio
Legacy Planning
To ensure that your assets are passed down to your loved ones, keeping your legacy and loved ones protected.
What his client says
"Wilfred is a highly driven and passionate financial advisor who would go the extra mile for his clients. He offers 1 to 1 crash courses, even amidst his busy schedule, that are personalised and tailored to our situation. Wilfred is also really clear in his explanations such that a financial dummy like me can also understand.
"Wilfred is a highly driven and passionate financial advisor who would go the extra mile for his clients. He offers 1 to 1 crash courses, even amidst his busy schedule, that are personalised and tailored to our situation. Wilfred is also really clear in his explanations such that a financial dummy like me can also understand.
"Wilfred is a highly driven and passionate financial advisor who would go the extra mile for his clients. He offers 1 to 1 crash courses, even amidst his busy schedule, that are personalised and tailored to our situation. Wilfred is also really clear in his explanations such that a financial dummy like me can also understand.
Problem Solution
Managing Wealth
Should Be Straightforward
And Easy.
After being in the industry for 5 years, Wilfred realises as people progress in life, their financial needs expand while their time becomes more limited. People always found out that they lack the time to properly educate themselves to manage their wealth and finances. Financial and Estate Planning becomes a worrying and stressful process, because you are so focused on earning more but you are not maximising what you currently have
At some point, people will also start worrying whether they are choosing the right financial vehicles to achieve their goals, such as whether they are overpaying for insurance or mortgage interest. These are common problems in the society, and if they are not managed correctly, a lot of times it results in family squabbles due to lack of proper estate planning.
Wilfred always believed that managing wealth should be easy, and anything that seems complicated is probably not right for you. His strategy has helped his clients save $5000-$20,000* yearly on mortgage interest, increase retirement income by 2-3x* and wealth protection through the crafting of a thorough estate plan that ensures that your assets are distributed in a legally, orderly and timely manner.
Problem Solution
Schedule A Strategy Session.
In Just 30 minutes,
Garry will be able to help you unlock and identify unoptimized assets that you may have, to help you maximise your retirement income.
At the very least, you will get a better understanding of your financial position, to help you make better financial goals for your future.
Reach out to Garry Yin from any of his social media account and he will personally schedule a call back.
Schedule your Strategy Session today.
