Featured in The Straits Time article “Me & My Money: Investing regularly and for the long-term helps veteran investor tide over market uncertainty”. You can view the article below or view it on The Straits Times by clicking here.
Raymond Wong is one of the top wealth planning expert in Singapore. He is a professional Chartered Accountant, Certified Will Planner (by Estate Planning Practitioners Ltd) and also recognized as one of the Top Advisers from IPP Financial Advisers.
Currently an Associate Director of a Top producers’ group in one of the leading and oldest Wealth Advisory Firm licensed by Monetary Authority of Singapore.
He has been featured on Mediacorp TV’s Hello Singapore, Moneyweek and Frontline programs. Further, he has also been invited as an esteemed speaker for many corporate seminars and events.
A 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 is IPPFA most prestigious awards.
Raymond’s financial journey started when he joined a renowned Big 4 Accounting Firm as a Certified Public Accountant/Chartered Accountant. After working at the accounting firm for four years, he joined a major financial institution where he provided useful management information and evaluated business performance with robust analysis based on the institution’s financials, budgeting and forecasting. He was promoted to the position of Vice President in the financial institution eventually.
Along the way, he asked myself if he wanted to spend his life in a career crunching numbers or to go beyond the numbers and achieve even more. Ever since he was young, he loved reading wealth planning books and knew that his true passion was in helping people plan ahead to achieve financial independence.
So, he took a leap of faith and joined the leading Wealth Advisory Firm with values and purpose that aligned with his ideal comprehensive planning model of helping clients address their financial needs without having to push products.
Over the past decade, he 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/