Mr. Wilfred Ling is a fee-based professional financial planner advising and managing wealth for the sophisticated mass affluent and high networth families looking for quality advice. He holds the Chartered Financial Consultant® designation and is a CFA charterholder. In area of financial planning, he is ISO 22222 (SCI) certified.

To date, a significant number of such young families have engaged his services as an independent consultant on an on-going basis to advice them on all areas of wealth management such as tax planning, estate planning, investments and risk management and thus empowering them to make informed decisions.

His success is attributed to his unique advisory practice of providing objective advice and planning due to primarily being remunerated directly by clients through fees. Many young families have been attracted and benefited from his unique approach to wealth management as they continue to retain their existing private banking relationship managers and financial advisers for product transactions and yet are assured of obtaining objective advice from Mr. Ling.

He is also a regular writer for financial magazines and other online portals such as CPF Board’s IM$avvy primarily in areas of wealth management with topics relating to the mass affluent young families.

If you have concerns in areas such as insurance advice, investment advice, tax planning, estate planning, credit management, retirement planning and saving up for your children's education, feel free to engage his service.

Do note that all articles and posts on this website represents the view of Wilfred Ling only. It does not represent the view of any institutions and companies.

Wilfred Ling holds the Chartered Financial Analyst designation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Wilfred Ling holds the Chartered Financial Consultant® designation. The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.

Wilfred Ling is ISO 22222 (SCI) certified. The ISO 22222:2005 mark/logo is the property of Singapore College of Insurance. The use of the mark/logo is subject to terms and conditions of certification.

Like this article? Subscribe to my mailing list by emailing to 30daysfp.2@aweber.com to receive many more. A verification email will be sent to you within 10 minutes.