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With the Right Wealth Planning, You Can Live Life
ON YOUR OWN TERMS

Most of us already have the resources, but lack the knowledge on how to maximize them.

My name is Raymond Wong, and I will create a system for you to RISE to financial independence.

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How does Wealth Planning add value to your life?

  • Multiply your wealth.
  • Elevate your standard of living.
  • Provide more for your loved ones.
  • Overcome inflation.
  • Protect your income and preserve your wealth.


About Raymond

Raymond started his financial journey as a Chartered Accountant in a Big 4 Firm in 1995. From there, he went on to join major financial institutions and rose to the position of Vice President. He has eventually moved on to one of the leading Financial Advisory firms in 2008 and is now established as a Top Wealth Planning Expert.


What can Raymond do for you?

A Top Wealth Planning Expert is like a good GPS. Based on your starting point and circumstance, Raymond will pave the best way for you to reach not just your short-term financial goals, but also holistic financial success that lasts an entire lifetime. Dedicated, focused and result-driven, he has fine-tuned and honed his expertise to enrich the lives of his valued clients, avert them from major pitfalls, ensure that they retire joyfully and even leave behind an impressive legacy. He is also a professional Estate Planner and Chartered Accountant.

Personal Advisory

I’ll be with you every step of the way as we embark on your personal financial journey together, built on honesty and transparency. My pride and forte lies in creating feasible and effective wealth solutions for you.

Private Wealth Advisory

I help private wealth clients such as accredited investors and high net worth clients develop wealth strategies and solutions that sustain and grow through generations, via professional and high-value-added advice.

Business Advisory

External paradigm shifts can create gaps in your business, threatening its longevity. My extensive understanding of both local and overseas firms endows me with the ability to formulate just the right approach that will keep your venture secure and progressive.

Mission and Vision

Mission

To empower clients via my Wealth Planning Services so that they can capitalise on their existing potential, scale new heights in their endeavours, lead a fruitful life free of financial concerns, and attain financial freedom.

Vision

To always be at the top of the curve in delivering premium Wealth Planning Services for my clients regardless of their needs in a fast-paced and ever-evolving society.

 

Learn More

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