Good Wealth Planning 

Protects Your Family’s Future.

Builds Your Wealth Faster.

Achieves Financial Success Earlier.

Good Wealth Planning 

Protects Your Family’s Future.

Builds Your Wealth Faster.

Achieves Financial Success Earlier.  

Good Wealth Planning 

Protects Your Family’s Future.

Builds Your Wealth Faster

Achieves Financial Success Earlier.

I am Raymond Wong.

I am Raymond Wong, Wealth expert, Professional Chartered Accountant, Certified Wills Planner (by Estate Planning Practitioners Ltd) and also recognised as one of the Top Advisers from IPP Financial Advisers.

Currently I am Associate Director of a Top producers’ group in one of the leading and oldest independently owned Wealth Advisory Firm licensed by Monetary Authority of Singapore.

I have been featured on Mediacorp TV’s Hello Singapore, Moneyweek and Frontline programs. Further, I have also been invited as an esteemed speaker for many corporate seminars and events.

I have also been awarded as Member of the Million Dollar Round Table (MDRT) which represents Top 5% of the advisers globally and have achieved the Chairman Round Table (CRT) and Top Producer Club awards every year consistently, which are our firm’s most prestigious awards.

My financial journey started when I joined a renowned Big 4 Accounting Firm as a Certified Public Accountant/Chartered Accountant. After working at the accounting firm for four years, I joined a major financial institution where I provided useful management information and evaluated business performance with robust analysis based on the institution’s financials, budgeting and forecasting. I rose to the position of Vice President in the financial institution. 

Along the way, I asked myself if I wanted to spend my life in a career crunching numbers or to go beyond the numbers and achieve even more. Ever since I was young, I loved reading wealth planning books and knew that my true passion was in helping people plan ahead to achieve financial independence. So, I took a leap of faith and joined the leading independently owned Wealth Advisory Firm with values and purpose that aligned with my ideal comprehensive planning model of helping clients address their financial needs without having to push products.

Over the past decade, I had the privilege to work with over 700 clients including Top Professionals, Senior Management and Successful Business Owners to help them create wealth, protect income and achieve financial independence much earlier!

Disclaimer: IPP Financial Advisers Pte Ltd is not affiliated, associated, authorized, endorsed by, or in any way officially connected with the Estate Planning Practitioners Ltd, or any of its subsidiaries or its affiliates. Will/estate planning services are not provided by IPP Financial Advisers Pte Ltd and is not part of the Financial Advisory Services provided by IPP Financial Advisers Pte Ltd. The official Estate Planning Practitioners website can be found at https://www.epplasia.com/

I am Raymond Wong.

I am Raymond Wong, Wealth expert, Professional Chartered Accountant, Certified Wills Planner (by Estate Planning Practitioners Ltd) and also recognised as one of the Top Advisers from IPP Financial Advisers.

Currently I am Associate Director of a Top producers’ group in one of the leading and oldest independently owned Wealth Advisory Firm licensed by Monetary Authority of Singapore.

I have been featured on Mediacorp TV’s Hello Singapore, Moneyweek and Frontline programs. Further, I have also been invited as an esteemed speaker for many corporate seminars and events.

I have also been awarded as Member of the Million Dollar Round Table (MDRT) which represents Top 5% of the advisers globally and have achieved the Chairman Round Table (CRT) and Top Producer Club awards every year consistently, which are our firm’s most prestigious awards.

My financial journey started when I joined a renowned Big 4 Accounting Firm as a Certified Public Accountant/Chartered Accountant. After working at the accounting firm for four years, I joined a major financial institution where I provided useful management information and evaluated business performance with robust analysis based on the institution’s financials, budgeting and forecasting. I rose to the position of Vice President in the financial institution. 

Along the way, I asked myself if I wanted to spend my life in a career crunching numbers or to go beyond the numbers and achieve even more. Ever since I was young, I loved reading wealth planning books and knew that my true passion was in helping people plan ahead to achieve financial independence. So, I took a leap of faith and joined the leading independently owned Wealth Advisory Firm with values and purpose that aligned with my ideal comprehensive planning model of helping clients address their financial needs without having to push products.

Over the past decade, I had the privilege to work with over 700 clients including Top Professionals, Senior Management and Successful Business Owners to help them create wealth, protect income and achieve financial independence much earlier!

Disclaimer: IPP Financial Advisers Pte Ltd is not affiliated, associated, authorized, endorsed by, or in any way officially connected with the Estate Planning Practitioners Ltd, or any of its subsidiaries or its affiliates. Will/estate planning services are not provided by IPP Financial Advisers Pte Ltd and is not part of the Financial Advisory Services provided by IPP Financial Advisers Pte Ltd. The official Estate Planning Practitioners website can be found at https://www.epplasia.com/

I am Raymond Wong.

I am Raymond Wong, Wealth expert, Professional Chartered Accountant, Certified Wills Planner (by Estate Planning Practitioners Ltd) and also recognised as one of the Top Advisers from IPP Financial Advisers.

Currently I am Associate Director of a Top producers’ group in one of the leading and oldest independently owned Wealth Advisory Firm licensed by Monetary Authority of Singapore.

I have been featured on Mediacorp TV’s Hello Singapore, Moneyweek and Frontline programs. Further, I have also been invited as an esteemed speaker for many corporate seminars and events.

I have also been awarded as Member of the Million Dollar Round Table (MDRT) which represents Top 5% of the advisers globally and have achieved the Chairman Round Table (CRT) and Top Producer Club awards every year consistently, which are our firm’s most prestigious awards.

My financial journey started when I joined a renowned Big 4 Accounting Firm as a Certified Public Accountant/Chartered Accountant. After working at the accounting firm for four years, I joined a major financial institution where I provided useful management information and evaluated business performance with robust analysis based on the institution’s financials, budgeting and forecasting. I rose to the position of Vice President in the financial institution. 

Along the way, I asked myself if I wanted to spend my life in a career crunching numbers or to go beyond the numbers and achieve even more. Ever since I was young, I loved reading wealth planning books and knew that my true passion was in helping people plan ahead to achieve financial independence. So, I took a leap of faith and joined the leading independently owned Wealth Advisory Firm with values and purpose that aligned with my ideal comprehensive planning model of helping clients address their financial needs without having to push products.

Over the past decade, I had the privilege to work with over 700 clients including Top Professionals, Senior Management and Successful Business Owners to help them create wealth, protect income and achieve financial independence much earlier!

Disclaimer: IPP Financial Advisers Pte Ltd is not affiliated, associated, authorized, endorsed by, or in any way officially connected with the Estate Planning Practitioners Ltd, or any of its subsidiaries or its affiliates. Will/estate planning services are not provided by IPP Financial Advisers Pte Ltd and is not part of the Financial Advisory Services provided by IPP Financial Advisers Pte Ltd. The official Estate Planning Practitioners website can be found at https://www.epplasia.com/

If you could achieve financial freedom, what would you do with your life?

I empower my clients to make better financial decisions by listening, guiding and educating them practical strategies so they can achieve financial success much earlier and they can enjoy the lifestyle that they want.

If you could achieve financial freedom, what would you do with your life?

I empower my clients to make better financial decisions by listening, guiding and educating them practical strategies so they can achieve financial success much earlier and they can enjoy the lifestyle that they want. 

If you could achieve financial freedom, what would you do with your life?

I empower my clients to make better financial decisions by listening, guiding and educating them practical strategies so they can achieve financial success much earlier and they can enjoy the lifestyle that they want.

How I Can Help You

Personal Advisory

I’ll be by your side through every step of your personal financial journey. I pride myself in creating realistic and effective wealth solutions such as protecting your income, creating and growing your wealth, helping families pass on a meaningful legacy, and helping you realise and enjoy your golden legacy.

My goal as your chosen personal wealth advisor is to build a partnership based on trust and open communication, so that Business Owners, Top Professionals, Management who comes through my door feels financially secure in my personalized financial advice and solutions.

Private Wealth Advisory

I specialise in developing wealth strategies and implementing effective solutions for my clients. Through a host of financial and investment services, I help private wealth clients (Accredited Investors) sustain their wealth and leave a legacy for their children, grandchildren and future generations.

I establish a close relationship with you so that you can communicate your financial concerns as and when you encounter them. And, as befitting of my position as your trusted personal wealth adviser and financial confidant, I believe in telling you what you need to know – not what you want to hear.

Business Advisory

When your business experiences waves of success, it’s easy to become complacent. Sometimes, however, events occur which are outside of your control, and these can expose a business’ weaknesses and threaten its sustainability. This could be as simple as the loss of someone who plays a vital role in the business, or a change to government policy, and your company’s entire outlook can shift substantially.

As a trusted advisor and associate, my door is always open for you. I am able to offer guidance from a place of both concern and objectivity in both local and overseas business responsibilities. Through my wealth of experience, I am able to protect the businesses and business owners and enhance the overall financial health of your business. 

How I Can Help You

Personal Advisory

I’ll be by your side through every step of your personal financial journey. I pride myself in creating realistic and effective wealth solutions such as protecting your income, creating and growing your wealth, helping families pass on a meaningful legacy, and helping you realise and enjoy your golden legacy.

Every client is an individual, and as such, I treat you as one. My goal as your chosen personal wealth advisor is to a build a partnership based on trust and open communication, so that Business Owners, Top Professionals, Management who comes through my door feels financially secure in my personalized financial advice and solutions. 

Private Wealth Advisory

I specialise in developing wealth strategies and implementing effective solutions for my clients. Through a host of financial and investment services, I help private wealth clients (Accredited Investors) sustain their wealth and leave a legacy for their children, grandchildren and future generations.

I establish a close relationship with you so that you can communicate your financial concerns as and when you encounter them. And, as befitting of my position as your trusted personal wealth adviser and financial confidant, I believe in telling you what you need to know – not what you want to hear.

Business Advisory

When your business experiences waves of success, it’s easy to become complacent. Sometimes, however, events occur which are outside of your control, and these can expose a business’ weaknesses and threaten its sustainability. This could be as simple as the loss of someone who plays a vital role in the business, or a change to government policy, and your company’s entire outlook can shift substantially.

As a trusted advisor and associate, my door is always open for you. I am able to offer guidance from a place of both concern and objectivity in both local and overseas business responsibilities. Through my wealth of experience, I am able to protect the businesses and business owners and enhance the overall financial health of your business. 

How I Can Help You

Personal Advisory

I’ll be by your side through every step of your personal financial journey. I pride myself in creating realistic and effective wealth solutions such as protecting your income, creating and growing your wealth, helping families pass on a meaningful legacy, and helping you realise and enjoy your golden legacy.

Every client is an individual, and as such, I treat you as one. My goal as your chosen personal wealth advisor is to a build a partnership based on trust and open communication, so that Business Owners, Top Professionals, Management who comes through my door feels financially secure in my personalized financial advice and solutions.

Private Wealth Advisory

I specialise in developing wealth strategies and implementing effective solutions for my clients. Through a host of financial and investment services, I help private wealth clients (Accredited Investors) sustain their wealth and leave a legacy for their children, grandchildren and future generations.

I establish a close relationship with you so that you can communicate your financial concerns as and when you encounter them. And, as befitting of my position as your trusted personal wealth adviser and financial confidant, I believe in telling you what you need to know – not what you want to hear.

Business Advisory

When your business experiences waves of success, it’s easy to become complacent. Sometimes, however, events occur which are outside of your control, and these can expose a business’ weaknesses and threaten its sustainability. This could be as simple as the loss of someone who plays a vital role in the business, or a change to government policy, and your company’s entire outlook can shift substantially.

As a trusted advisor and associate, my door is always open for you. I am able to offer guidance from a place of both concern and objectivity in both local and overseas business responsibilities. Through my wealth of experience, I am able to protect the businesses and business owners and enhance the overall financial health of your business. 

Media and Events

I was featured on Mediacorp TV’s Hello Singapore, Moneyweek and Frontline and regularly share my thoughts and insights at financial education workshops and events.

Raymond Wong sharing his insights on Mediacorp Channel 8’s Hello Singapore

Raymond Wong sharing his insights on Mediacorp Channel 8’s Frontline

Raymond Wong sharing his insights on Mediacorp Channel U’s Money Week

Raymond Wong sharing his insights on Mediacorp Channel U’s Money Week

Media and Events

I was featured on Mediacorp TV’s Hello Singapore, Moneyweek and Frontline and regularly share my thoughts and insights at financial education workshops and events.

Raymond Wong sharing his insights on Mediacorp Channel 8’s Hello Singapore

Raymond Wong sharing his insights on Mediacorp Channel U’s Money Week

Raymond Wong sharing his insights on Mediacorp Channel U’s Money Week

Raymond Wong sharing his insights on Mediacorp Channel 8’s Frontline

Media and Events

I was featured on Mediacorp TV’s Hello Singapore, Moneyweek and Frontline and regularly share my thoughts and insights at financial education workshops and events.

Raymond Wong sharing his insights on Mediacorp Channel 8’s Hello Singapore

Raymond Wong sharing his insights on Mediacorp Channel U’s Money Week

Raymond Wong sharing his insights on Mediacorp Channel U’s Money Week

Raymond Wong sharing his insights on Mediacorp Channel 8’s Frontline

Awards

I have been awarded as Member of the Million Dollar Round Table (MDRT) which represents Top 5% of the advisers globally and have achieved the Chairman Round Table (CRT) and Top Producer Club awards every year consistently, which are our firm’s most prestigious awards.

Awards

I have been awarded as Member of the Million Dollar Round Table (MDRT) which represents Top 5% of the advisers globally and have achieved the Chairman Round Table (CRT) and Top Producer Club awards every year consistently, which are our firm’s most prestigious awards.

Awards

I have been awarded as Member of the Million Dollar Round Table (MDRT) which represents Top 5% of the advisers globally and have achieved the Chairman Round Table (CRT) and Top Producer Club awards every year consistently, which are our firm’s most prestigious awards.

Testimonials

Working as a wealth coach and wealth advisor for more than 10 years now, I am fortunate enough to have helped over 700 clients achieve their lifetime financial success five to ten years earlier.

Here are what some of my clients have to say:

Testimonials

Working as a wealth coach and wealth advisor for more than 10 years now, I am fortunate enough to have helped over 700 clients achieve their lifetime financial success five to ten years earlier.

Here are what some of my clients have to say:

Testimonials

Working as a wealth coach and wealth advisor for more than 10 years now, I am fortunate enough to have helped over 700 clients achieve their lifetime financial success five to ten years earlier.

Here are what some of my clients have to say:

I have known my adviser Raymond Wong Chung Shun for several years and find him helpful, knowledgeable, competent and fast to respond to my financial needs.

He is also able to provide sound and professional financial advice for me and my family and review my existing protection and investment portfolio to provide an efficient and comprehensive financial plan to benefit me more and to my best interest.

I would also recommend Raymond to anyone who likes to receive excellent and impartial financial planning strategies with the best of breed solutions from various insurers and fund houses to achieve financial independence for their future as well as lifetime financial security and success.

Ms Leong

Head of Finance, CPA

We find our adviser, Raymond Wong Chung Shun, friendly and helpful and knowledgeable on the financial plans that we need.

Compared to our past experiences with others whom we have engaged previously, Raymond is always not aggressive and always listens to our needs.

We would also recommend Raymond to anyone who likes to plan for financial success and achieve financial independence.

Mr Ho & Mrs Ho

Director, Business Owner and Former Head of Operation

Raymond possesses in-depth knowledge on the different available plans in the market to help me and my family with our protection needs. He always keeps an eye on getting us the plans that match our needs and budget, without us having to overstretch our budget.

Raymond has advised and worked with us on the different aspects to plan for as we approach different stages in life. This has led us to be in a healthier financial shape without us having to worry when we retire or when we send our children to university in the future.

In addition, he is always readily available to take our queries in topics ranging from retirement planning to legacy planning etc. I will recommend Raymond as someone to go to for any matters mentioned above.

Mr & Mrs Khoo

IT Management, Foreign Bank

I have decided to work with Raymond due to his familiarity in planning. He had also previously taken over my plan and he keeps in touch. He regularly follows up for me on my needs and sends me nice greetings.

One of my favourite parts of his service is he helped me with preparation to plan for the future. His planning process is different from other advisers as he offers more personalized service.

Raymond gave me various options. He advised on the low and high-risk investment options available, and allowed me space to choose the right plan that suits me – that which I am comfortable to invest in the years on.

I will definitely recommend Raymond to others.

Sree

Senior Management

I got to know about Raymond via an acquaintance. Raymond is a patient listener and is different from other advisers as he is transparent in explanation.

Some beneficial financial outcomes since I started working with Raymond would be long term coverage and financial benefit.

Raymond is a trusted adviser who can be trusted with your finances.

Raj

Senior Management

Raymond has been my adviser on protection plans for the last 10 years. Over the period of time, he has advised on plans that suit my requirement, with a right mix and within my financial ability.

Raymond is sincere, knowledgeable and he goes the extra mile.

Yes, surely I will recommend Raymond to others.

Mr. Gopal

Financial Controller, MNC

We got to know Raymond several years ago when he worked with our parents as their adviser. After several times of interaction with him, I found him knowledgeable in financial areas and familiar with the latest changes in the protection plans.

Raymond is very patient when explaining any complicated wordings to us to make it easy to understand and he is very attentive to our customized requests. Unlike the other advisers we had interacted with before who may just be interested in selling products, Raymond always started from understanding of our financial situation and he provides suitable and professional advice.

With Raymond’s help, we feel that we are much healthier financially. I would definitely recommend Raymond to my other friends.

Mr Jun and Family

Senior Engineering Manager

Contact Me

If you need help navigating your financial life and achieving financial success, please feel free to contact me for anon-obligatory financial advisory session.

Contact Information:

(+65) 9826 6180

raymondwcs@ippfa.com

Location:  

78 Shenton Way, Singapore 079120

Contact Me

If you need help navigating your financial life and achieving financial success, please feel free to contact me for a non-obligatory financial advisory session. 

Contact Information:

(+65) 9826 6180

raymondwcs@ippfa.com

Location:  

78 Shenton Way, Singapore 079120

 

 

 

Contact Me

If you need help navigating your financial life and achieving financial success, please feel free to contact me for a non-obligatory financial advisory session. 

Contact Information:

(+65) 9826 6180

raymondwcs@ippfa.com

Location:  

78 Shenton Way, Singapore 079120

 

 

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