Your Trusted Client Advisor and Wealth Investment Strategist

Shawn Wong

Your Trusted Client Advisor. Estate Planning Expert.

With almost a decade of experience in wealth management and business advisory, I understand that your financial decisions today shape your tomorrow. My commitment is to be your trusted partner in building and preserving your legacy.

Drawing from my extensive experience working with accomplished Business Owners, CEOs, and affluent families, I've developed a deep understanding of the complex challenges and unique opportunities that come with significant wealth.

As an ex-banker where I was providing advisory of ~$140 million, my approach combines strategic thinking with personalized attention, ensuring that your financial strategy aligns perfectly with your long-term vision.

As a Business Owner myself, I bring firsthand experience to the table. I've navigated the complexities of business growth, succession planning, and wealth preservation. This unique perspective allows me to offer practical, tested solutions for:

Business succession planning and exit strategies that maximize value
Wealth preservation and growth strategies tailored to your risk profile
Tax-efficient estate planning to protect your family's legacy
Investment portfolios designed for long-term sustainable growth

What sets my practice apart is not just the comprehensive financial solutions I provide, but the lasting relationships I build with my clients. I take pride in being there for every milestone, helping you navigate complex decisions with clarity and confidence.

Your financial future deserves more than just management – it deserves a strategic partner who understands your vision and has the expertise to make it a reality.

What I Can Help You With

Serving as a trusted advisor to successful Business Owners and Executives,
I bring deep expertise in wealth management and succession planning to help
secure your financial legacy

Inheritance Estate Planning

Legacy is what you leave behind for your loved ones, to create a lasting connection with them. We can create a structure as per your wishes to ensure your loved ones have a steady stream of income.
We can use Trust/Wills/LPA to ensure your assets are distributed according to what you want, ,minimizing any potential disputes.

Business Succession

Inheritance is the transfer of Wealth, but Business Succession is the transfer of Power. Often, business owners tend to overlook in this key area, causing a unnecessary chaotic fight on who will be next in power. Will your spouse, children or business partners be taking over, without any dispute? We will ensure instructions and orders are in placed.

Investment

Having transitioned from a distinguished banking career, I offer a comprehensive understanding of both traditional and innovative investment approaches. My experience in providing strategic financial advisory services to High Net Worth Individuals ensures that your wealth is managed with the attention and expertise it deserves.

Risk Management

My credentials as a certified Estate Planner for High Net Worth Individuals, combined with my experience as a Business Owner, give me unique insights into the complexities of wealth preservation and growth. I understand firsthand the challenges you face in protecting and expanding your assets.

Awards and Accolades

ANDREW TANG, SENIOR SHIPBROKER

My wife and I met Shawn in OCBC Bank, waterway branch. He has a pleasant personality and more importantly took the time and effort to listen to the customers' needs. A patient person and one who doesn't hard sell. We subsequently requested for Shawn to act as our RM as we feel very comfortable working with him. Even though Shawn is no longer with the bank and has moved over to his own agency, he has kept in touch with us and continue to provide financial and investment advice. We will definitely recommend his service to our friends and loved ones.

HAZEL CHONG, ASSISTANT VICE PRESIDENT

I met Shawn when he was a Premier RM in OCBC back in 2019. I bought a term plan for my protection needs & Shawn took care in making sure the process was seamless & answered my queries promptly whenever I needed to clarify things. He also did his research before narrowing down the best term plan in terms of pricing for me. Having worked with him for a couple of years before he ventured into agency business, I know he is a focused & driven individual who will strive to bring the best value to every client depending on their risk profile & financial needs. You are definitely in good hands trusting him with your wealth planning!

LEE SHEN, CLIENT ACQUISITION SPECIALIST

I met Shawn when we were in the same bank. Before he came into my team, I knew him to be very sociable and work-driven. After working together, I learnt that he’s a strong-willed and passionate person - he would get things done no matter how hard it gets, and he overcomes all obstacles to the best of his ability. Shawn is genuine, hardworking, and would go the extra mile for his clients - definitely a person to count on 👍🏻

JANICE, HR MANAGER

I got to know Shawn through one of my girlfriends. Initially I thought he is just another investment / insurance broker but after engaging him for a financial wellness talk for my company, I find that he really knows his work well and is able to give very good insights in the area of financial planning. Hence, I decided to go further to have him manage my investment portfolio, I am really impressed with Shawn’s efficiency and attitude in delivering excellent work for his clients! Would definitely recommend anyone I know who need such advice or planning to Shawn.

JORDAN WONG, MARKET ANALYST

“Differentiate in way of service, step-by-step guidance through processes and sensitive to desires and needs. Recommended to my family members”

LISA, CHIEF PEOPLE OFFICE

An Australian Ex-pat living in Singapore

Contact me

If you want to enjoy the same clarity and certainty as my clients, or to provide any second opinion on your portfolio.