Everything worthwhile is found uphill
Everything bad for us is found downhill
Commit to the uphill climb


Top Director 2022

After being a financial consultant for 5 years, and another 2 years as a leader, my awards are a summation of not my efforts, but that of my entire team. My greatest joy is in seeing my team and agency make a mark in raising industry standards and seeing advisors grow holistically as people in the financial advisory career.

A desire to impact the entire industry.
The biggest goal I wish to achieve as a leader is to contribute to an overall increase in the standards of financial planning by consultants. From the way I see it, financial advice should be needs-based rather than product-focused, and I hope to educate and empower the people around me to make wise financial decisions toward their desired goals.

Ensuring every consultant succeeds.
One of the biggest obstacles in my career was the challenge of making sure every consultant succeeds in this business. Everyone has different strengths and weaknesses, and with that comes the difficulty of using a one-size-fits-all solution to groom everyone to success.

Help others achieve their fullest potential.
I believe the mark of great leadership is when we can help everyone achieve their fullest potential, regardless of the cards that they were dealt with. I always try to understand people as friends, and this enables me to better unlock their own unique personal inner drivers to achieve the results that they want in this career. We don’t have to be good to start, but we must start, to be good!

Clubs & Awards


Top Director


2nd Runner-up Producer

Awarded to

Wong Wei Chong Wilfred


Awarded to
Wong Wei Chong Wilfred

Awarded to

Wong Wei Chong Wilfred

Qualifying Member Of The
Court of The Table


Top Director 2022 and 2021

2ND Runner-up Producer, HNW Prestige Club Awards (Highest Personal Affluent ANP) 2022

Top Recruiter Director 2021

Top MDRT Unit, Highest Number of Registered MDRT Members 2021

Million Dollar Round Table Unit (Ruby) 2021

Top Associate Director 2020

2nd Runner-up, Top Financial Consultant 2019

AIA FA Pinnacle Club – Gold Unit 2023, 2022 and 2021

AIA Centurion Club 2023, 2022, 2021 and 2020

AIA High Net Worth Prestige Club – Executive Personal Wealth Manager 2023

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

Court of the Table 2023, 2022 and 2021

International Dragon Award – Silver Dragon Award (Manager Category) 2022

International Dragon Award – Silver Dragon Award (Agent Category) 2022 and 2021

100 IDA Team Award 2022, 2021, 2020 and 2019

Million Dollar Round Table 2020 and 2019

International Dragon Award – Bronze Dragon Award (Agent category) 2020 and 2019

5th Asia Trusted Life Agents & Advisers Awards 2020 – Financial Adviser of the Year

FSMA Top Rookie Agency Manager Award 2021

Associate Estate Planning Practitioner (AEPP®)

Certified Mortgage Planner

Certified Wealth Management Advisor (CWMA)

Bachelor of Science (Maritime Studies)


Adeline Yeo

Met Wilfred in my 1st year of work when I wanted to plan my finances. Had no clue on where to start but Wilfred was able to explain everything in a very concise and clear manner to me. I was meeting other consultants at the same time but what stood out for me most in Wilfred is that he truly listened and understood my concerns and would tailor his recommendations to my needs. His approach was also not pushy and gave me adequate time to consider my decisions which was important/comfortable for someone who is new to finance planning. 4 years have passed now. He is still very professional and dedicated in his work and has the best interests at heart for his clients. Really appreciate his help!

Nicol Lee

Wilfred has someone’s best interests at heart – both as a friend and consultant. We were just at a casual catch up lunch and I happened to mention that I needed some clarity on my financials. He understood that I was already engaged with another FA but did not hesitate to help. He is a busy man but he has been responsive and dedicated.

Throughout the session we had, it was honestly very concise and insightful. His contents are simple and easy to understand. He was clear with his explanations and was patient with my questions. Also, I’m sure this is in line with others’ experience with him, that he does not recommend anything that is not beneficial. Thanks Wilfred!

Leeli Wang

Wilfred has been our family advisor for the last 4 years. Despite his young age of 28 (23rd when he first became our advisor), his knowledge in financial planning, retirement planning and insurance planning is beyond his years – and that is one of the reasons why we trust him. We also periodically receive financial updates and gifts from him, which shows the sincerity that he has even after we became his clients, not just to get another policy done. During our claim experience, he also ensured that the claims were done promptly and comprehensively, giving us a peace of mind.

Thank you Wilfred!

Get in Touch

I look forward to your enquiries and appointment.
Please leave your contact details and message for me below.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

For general enquiries:






1800 248 8000


To learn more about us, visit