Wilfred Wong

2022->2018. Finally having a new corporate photo to replace my catfish 2018 photo 🙃

Thank you for granting me the opportunity to grace AAG today, in this New World Order ; to set the direction for the advisors over the next few years in FA Revolution 5.0. The industry has transformed over the past few decades from insurance agents to professional respected financial consultants doing holistic planning for their clients - from debt management, investment and insurance planning all the way to linking clients up for mortgage refinancing and estate planning! The Revolution has only just begun. Let’s continue to do what we need to make this industry get what it deserves : To be Known, Loved, and Respected ❤️

How I’m like everyday at 6.30am 😂

A week ago, Dining at the highest point of Toronto!

3 things I learnt from my 19 Day Honeymoon
- I thought my life was already beautiful, but little did I know how gorgeous it is when I slowed it down to appreciate what’s around me
- I am thankful to be born and bred in Singapore
- You can bring me out of Asia, but you cannot bring the Asian out of me 😫

We are thankful to be here!

White wine solves a few problems from time to time 😛

Butterflies have a four-stage life cycle, as like most insects they undergo complete metamorphosis.

There are also 4 stages in plotting towards Financial Freedom.
1) Financial Goal-Setting
2) Analysis of the Current Situation
3) Identification of shortfall and risks of falling short of our goals
4) Prescribing a solution.

As advisors, remember not to jump to the solution - it might not be a solution that the client needs.

The metamorphosis towards financial freedom.

As professionals, what do we bring to the table?

The items we bring to the table of our clients represent the value that we can create for them.

But be cautious in showing all the cards on your table right away - for people usually value more - what they least expect to receive.

Be a person of value - always growing in value.

Set and shot by

The Real Monopoly ♟⚖️

It doesn’t matter if we’ve started life not working to our advantage.

On our table lies the pieces of possibilities that our investment decisions can create.

Weighing our choices with the suitable strategies and instruments within our time horizon and risk appetite,

Claim our piece♟. And find our peace 🧘‍♂️

Frame and set by