YOUR TRUSTED CLIENT ADVISOR
AND ESTATE PLANNING EXPERT.

Shawn Wong

Whatever changes you’re hoping to make or goals you’re trying to achieve, I’ll provide you with sound advice and professional guidance every step of the way.

Shawn has worked closely with accomplished Business Owners, CEOs, and affluent families, fostering a deep understanding of their needs and aspirations.

As a Business Owner himself, Shawn has a keen understanding of the intricacies involved in crafting exit strategies and orchestrating seamless successions within businesses.

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About Me

Shawn has developed close working relationships with successful Business Owners, CEOs, and affluent families, nurturing a profound insight into their requirements and goals.

Being a Business Owner himself, Shawn possesses a sharp comprehension of the complexities inherent in devising exit strategies and managing smooth successions within businesses.

Acknowledged for his exceptional achievements, Shawn has been the recipient of the esteemed Big Case Closer Award for multiple consecutive years, a testament to his unwavering commitment to excellence and his mentorship under the esteemed Dr. Sanjay Tolani, advisor to Royal Families and Governments.

Having transitioned from a distinguished career in banking, where he provided comprehensive financial advisory services on Investment and Insurance Solutions to High Net Worth Individuals boasting portfolios around $140 million dollars in asset under management, Shawn possesses unique insights into the mindset, management, and strategic wealth planning of affluent clienteles and families.

Shawn is a certified Estate Planner for High Networth Individuals and Succession Planner.

His distinct perspective affords him a nuanced understanding of the complexities inherent in managing substantial wealth—an advantage that sets him apart as a trusted advisor in his field.

Beyond his professional pursuits, Shawn is deeply passionate about percussion, having spent the past 15 years as a core member of the Urban Drum Crew. With over 1000 performances both domestically and abroad, Urban Drum Crew has proudly represented Singapore on numerous prestigious stages.

Among his many memorable experiences, Shawn treasures the opportunity to impart his expertise to renowned personalities such as Daniel Ricciardo and G.E.M. for a performance.

What I Do

Designing investment portfolios that can generate continuous passive income regardless of market condition, or to your specific goals. Matching your investment horizon and risk profile, generate a specific strategy that best suits your needs.

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

Risk Management

Contrary to what you are usually being told, you actually do not need so much insurance. However, getting protected with sufficient coverage is key, but often overlooked. Insurance is the backbone of financial planning, so in time of sickness, disability or even death, you and your loved ones will be taken care of without any worries at all.

Awards and Accolades

Testimonials

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.

Lisa ,
Chief People Officer

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.