My Story

I first got to know about financial planning back in 2018, and I officially stepped into the industry in 2021. What drew me in was a simple belief: with the right planning, everyone can live a better, more secure life.

My goal is to use what I’ve learned to help people around me make smarter money decisions—whether it’s protecting their family, saving for the future, or just feeling more at ease financially.

Most of my clients say they enjoy chatting with me because it feels like talking to a friend. I really enjoy meeting new people, building real connections, and being part of their journey toward 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。一直以来，他都是个特别乖巧、懂事又聪明的孩子。他小时候父亲离世，那时候他并不像一般小孩那样哭闹，反而很冷静地陪在妈妈身边，帮忙分担很多事情。从那时起，我就知道他是个非常特别、非常可靠的孩子。

    现在的他，工作更是认真又高效。每次我在保险方面遇到问题，只要一联系他，他总是第一时间回应、很快就帮我处理好。我打从心里信任他，也非常愿意把他推荐给任何正在找财务规划师的人。

  • 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.

  • Boon Long - Auditor

    一开始只是抱着“了解保险看看”的心态去见皇泉，没想到遇到的是真正为客户着想的insurance agent。皇泉从不推销，只专注在帮我找到适合自己的保障。有什么疑惑和问题他都能马上回答到我。真正出事时，我第一时间就想起他，他也立刻出现、协助我快速地处理理赔。出院后的理赔他也处理得很很快又有效率。

    整个过程让我感受到什么叫“专业又有温度”。有他在，我真的很安心。

    Contact Me

    Office Number     : 03-4149 8292

    Hunting Line        : 012-219 2923

    Email Address     : welinkadvisory@gmail.com