My Story

I have been aware of financial planning since 2018 and have engaged in this industry since 2021. I am passionate about this industry because financial planning will help everyone to get a better life. I wish to utilise my knowledge to help everyone I know plan their finances. My clients love to talk to me like a friend. I am excited to meet and become friends with many people I have never met and link more people with their dreams.

My Services

I may assist you run through you very own financial figures & goals. You may call it as Financial Check-Up.


> Diagnoses
Assist you diagnose your current financial status. Do you on the right path towards your ultimate goals?

 

> Objective
Where & What would you like to accomplish in the future. How much does that cost? Am I financially prepare for it?

 

>Method
Assist you to protect & grow your wealth via various financial tools.

Background

  • Bachelor in Finance and Investment (Hons), TARUC
  • Bachelor in Finance and Investment (Hons), Conventry University
  • Certified Financial Planner from FPAM

Experience

  • Involved in Personal Financial Planning for more than 1 year

My Achievements

  • 90 Days Jumpstart Programme Qualifier

Testimonials

  • Meri - Businessmen

    我是皇泉妈妈的朋友，也是看着他长大的。他很乖巧懂事和聪明，每次有什么事请教他他都知道。他父亲在小时候就去世了，那时他不像一般小孩子又哭又闹，反而很冷静懂事地在帮妈妈分担事务。他的工作效率也很快，每次保险有什么问题联系他时，他都会用最快的速度帮我解决好。如果你需要规划财务，我非常推荐皇泉成为你的财务规划师。

  • Fan Ching - Mechanic

    I am known Wong Chuan since secondary school. He is very diligent because he approached me several times, and I refused him, but finally, I was impressed by his enthusiasm and agreed to meet with him. He is also a responsible person who explained the policy in detail and answered my questions attentively. He also did a great job in terms of service, and when any problems arose, he kept me informed and helped me solve them. I believe Wong Chuan will be successful in this industry.

    Contact Me

    Office Number     : 03-4149 8292

    Hunting Line        : 012-219 2923

    Email Address     : welinkadvisory@gmail.com