Ong Wen Lin Klaire

Financial Advisory Manager

(MAS REP No.: OWL100067165)

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Looking for a Reliable and Experience Financial Advisor?

Ong Wen Lin – Trustworthy. Authentic. Reliable.

As a seasoned financial agent, I am committed to delivering transparent and tailored financial solutions that prioritize long-term success. With over 25 years of experience, I specialize in comprehensive financial planning, wealth management, and investment strategies designed to meet the unique goals of every client.

Trustworthy Expertise
Clients trust me to safeguard their financial future by providing honest, well-researched advice. I maintain a strong adherence to ethical practices, ensuring that each recommendation is aligned with the client’s best interest, risk tolerance, and financial objectives. My history of qualifying for my company yearly awards reflects my dedication to building relationships founded on trust.

Authentic Connections
My approach goes beyond numbers – I build authentic relationships with my clients by truly understanding their financial aspirations. Whether you’re planning for retirement, growing your investment portfolio, or navigating life’s financial challenges, I believe in honest, transparent communication every step of the way. Each financial plan I develop is unique, because no two financial journeys are the same.

Reliable Results
Reliability is at the heart of my practice. I pride myself on delivering consistent, dependable results, backed by thorough market analysis and prudent decision-making. From timely updates to strategic portfolio adjustments, my clients can always count on me to be proactive and responsive to their financial needs.

Ong Wen Lin – Guiding You Toward Financial Success

Years of Experience in Financial Industry

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Testimonials

I believe that a professional Financial Consultant should be reliable, passionate, knowledgeable and sincere, with a genuine interest in achieving the best for clients. Klaire is all these and more. Klaire has been my friend and FC for more than 10 years. Her dedication to clients sets her apart. She genuinely cares about her clients and will always be around when clients needed help or has queries, be it insurance related matters or other matters. Some FCs are just interested in hitting their sales target but Klaire is definitely not. She follows up with claims diligently and ensure that clients receive payouts on time. I would highly recommend her to anyone who needs advise on financial plans.

Joanna Tan

Head of Marketing at Manulife Investment Management

When Klaire joined my firm in 2008, I had an impression she will be a good Adviser. Indeed over the last 10 years Klaire performed exceptionally well as an Independent Financial Consultant. She demonstrated high level of skills and professionalism in dealing with clients and became one of the most valued Consulatnt in our company.

Vincent Ee

Managing Director at Financial Alliance Pte Ltd

At a friend’s urging, I requested for my portfolio to be reviewed by Klaire, having had an informal meeting with her 2 years ago. Having reviewed my portfolio, she then broke down her findings in manageable parts for me to understand with ease. Insurance jargon can be difficult to digest and understand for most people, as it is for me. It was her sincerity and willingness to go the extra mile that got my trust, and I have been with her since. She gives me substantial advice on managing not only my portfolio, but my finances. She respects my limitations, even cautioning me against spending more than I could manage with ease. I am at ease with the knowledge that she is just a phone call away, and that she will have my best interests at heart. I would recommend Klaire to any of my friends or family.

Joey Khampa

Security Application Specialist II

I got to know Klaire through one of my friends more than a decade ago. Back then, I was still a loyal client of my only (ex-) insurance agent. I occasionally met up with Klaire whenever she calls for a catch up. During those sessions, Klaire spent most of her time listening, understanding my life, my challenges, aspirations and most importantly my financial planning needs. Never was she pushy, nor make me a client at any point in time. Instead, we became friends before she became my financial advisor! What changed the tide was when my son got hospitalized when he was around 3 years old. Back then, I had yet to purchase any Medishield upgraded plan for him (as my (ex-) insurance agent did not suggest to do so). Thus, when my son got hospitalized, the medical claims and bills became a worry for me. As I was not familiar with what sort of basic coverage my son had, how much of the medical bill we could pay using our medisave etc, I was anxious on the potential bill we might have to bear. I then approached Klaire and sought her advice. I was touched when she made an effort to visit my son, and also guided me on the claims we could make for the medical bills. She also advised me to consider getting a medishield upgrade plan for my son for a peace of mind. And yes, I took her advice and purchased my first policy with her shortly after my son’s recovery! Since then, I never looked back. Every single insurance/investment policy I purchased thereafter was via Klaire, after discussion and reviewing what Klaire painstakingly proposed. She made sure that the proposed policies or plans not only fits my financial aspirations but also not overburden me financially. That said, Klaire NEVER hard-sells! There were countless times when she proposed a plan but not taken up by me due to one reason or another. Her professionalism, understanding and patience is what I greatly admire. Above all, her sound knowledge and expertise in what she does makes her shine like no other advisors. Through the years, Klaire has helped me in various situations including assisting in claims (even for policies not purchased from her!), following up with insurance companies for various requests, as well as providing advices whenever I needed. I am very thankful for all the help she has rendered over the years! A financial advisor is someone, who is not only willing to listen and provide sound advice, but also someone you can trust for your financial planning. I have found my Trusted Advisor in Klaire, I am sure you would too!

Karen Lim

Banker

I’m someone who doesn’t like to be pressured or pushed into a decision. I like to have ample research done and with good choices laid out clearly before things are set into stone. And that’s exactly what Klaire did for me. Never once did she put me into a corner to decide or even use negative push factor to make decide quickly. She makes me know at the end of the day is my choice. It was my first time meeting such a financial advisor after having many before that. I never turned back! I always felt she is always there for me. I remember one time I was asking her about maid insurance and I had some issues about a maid coming into Singapore. She went above and beyond to help me ask her contact who was a maid agency owner to ensure this tricky issue was resolved. A friend in need is a friend indeed!! She’s more than a financial advisor, she’s also a great friend. Thank you Klaire for more than 10 years of friendship!!

Lim Fei Fei

Business Owner in Marine Line

Klaire is very responsive and always think for her customer interest first. This is very crucial as she is not after her commission only by disregarding our welfare nor protection. She can give good advise and offer the right plan for me. When in urgent need of her help to check out on my plan entitlements etc, she will go all out to check for me and make sure I get everything covered. Really appreciate her professionalism and personal touch.