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 800 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 800 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 800 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/

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. 

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. 

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.