WILSON THAM

JACOB NG ORGANISATION
ADVISORS ALLIANCE GROUP

I have been in the industry for 16 years and a leader for almost 10 years. While studying engineering at NUS, I had the opportunity to have a conversation with my boss, Chuan, about joining him on a paid internship opportunity. Though sceptical at first, I started seeing the financial advisory industry in a different light. I also felt that this could be a career worth pursuing as it allows me to value-add to the people around me while achieving my personal goals. After graduating, I went into financial consulting full-time, and my passion and conviction for this career only grew with time, and I really wanted to be able to bring more people into the industry and achieve our goals together while helping more families reach their financial goals.

A career that teaches you many things
My deepest takeaway from this career is definitely mindset. To be able to think like a businessman, while embracing the value that the fruit of service is peace. That is what helps us think in terms of our clients’ best interests, and will always benefit in the long run. We focus a lot on these values at my agency. This career has also given me the opportunity to learn from so many other people and helped widen my perspectives from conversations with my clients. This also allowed me to develop deep and meaningful relationships with them.

Helping our clients find the best route
At different stages of life, we all have different challenges, and the duty of a trusted consultant is to help our clients navigate through these challenges and find the best route ahead. Financial advisory is so much more than just selling a product, it’s about helping our clients in terms of risk management, investment planning, education planning, retirement planning, tax planning, estate planning, legacy planning and more. And if the person is a business owner, the complexity of the planning is even higher, which is why constant upgrading is necessary to be able to help our clients solve their complex problems.

An exciting road ahead
I am personally very excited about the future prospects of financial advisory, as we are in the era of the biggest intergenerational transference of wealth. There exists so many opportunities for us to value-add to these people around us, but it will take a higher level of professional knowledge and guts to tackle these difficult problems.

Accolades

AIA FA Prestige Club – Titanium 2023 and 2022

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2022

AIA FA Prestige Gold Club 2020

Million Dollar Round Table 2023 and 2022

International Dragon Award – Bronze Dragon Award (Agent Category) 2023 and 2022

100 IDA Team Award 2023 and 2022

Certified Financial Planner (CFP)

Associate Estate Planning Practitioner (AEPP)

Rockwills Estate Planner (REP)

Associate Specialist in Estate Planning (ASEP)

Certificate in Retirement Adequacy Planning (REAP)

Master Fund Advisor (MFA)

Associate REIT Investment Advisor (ARIA)

Certificate in Advising Small and Family Businesses (Cert. ASFB)

Wealth Management for Wealthy Clients (WMWC)

Bachelor of Civil Engineering

TESTIMONIALS

Darren Wong (Ship Broker)

I have known Wilson since serving our national service days, and we became closer during our reservist stints. He is always very sincere and passionate about the importance of insurance and the benefits of being covered for rainy days which is something we will never be able to foresee or predict. When I was much younger, I never imagined how important it was to have proper insurance coverage. It was Wilson who advised me in detail on the right policies suited for me and my family and also for financial planning for the future. My family and I are very happy to have him as a great financial advisor, and would greatly recommend him to anyone for financial planning.

Loo C M (Pilot)

Wilson and I were called up for an overseas ICT more than 10 years ago. Despite being the “old guy” and from a different cohort, he made me feel welcome with his approachable and friendly character. I have had a couple of advisors from different companies, and an array of plans but Wilson was always there when I needed advice and a second opinion about my financial portfolio and also claims for my parents’ hospital bills etc. Even though he was not even my “official” agent then. All I had to do was to msg/call him and he will be readily available to answer my queries. He has since helped my personal insurance portfolio, and also my children’s health insurance and education planning. I would refer him to anyone looking for any financial advice or planning.

Emma

It is truly very lucky of me to have Wilson as my insurance agent, his profession and knowledge are proved every time I need an insurance plan. From life protection to an investment plan, I can always express my needs and have his analysis and recommendations to choose the most appropriate one for myself, which makes me feel secure and fully shielded. Most importantly, I regard Wilson more as a reliable friend because he is always there with consistently prompt responses. As a rookie newly residing in Singapore, he not only helps with the insurance but also gives me plenty of valuable information and advice on living, which facilitates my adaption to this place rapidly. He is both a trustworthy friend and agent that everyone should have.

Sheena (Researcher in bio company)

Wilson has been very helpful in providing a comprehensive background of the importance of insuring oneself. He was able to personalize policies to suit my financial constraints and have incremental benefits to my overall portfolio each time we review. He was not pushy and allowed me to make my own decisions. Last but not least, he is a great friend to hang out with and this sincere friendship is of utmost importance and well-treasured

Monica

Will like to sincerely thank you for helping me with all the financial planning, gradually from the first few years of my working experience to date. For the passion and patience that you have consistently shown as well as professionalism in serving your client. It changed the common perspective of a financial planner being pushy and forceful to someone who helps with long term financial planning (practical recommendation rather than over-optimistic assumptions). Keep up all the good values and wish you an even better prospect ahead!

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