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.
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|Last Updated ( Friday, 21 October 2011 )|