Wilfred Ling

Wealth Advisory Director

(MAS REP No.: LSW100043756)

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Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.

Are you looking for a Fee-based Financial Planner who is Objective & Transparent?

I help people retire 10 years earlier than their current plan through massive wealth creation using carefully and systematic stocks selection using the 3-step process. And yes, I charge professional fees for doing that!

Hi, I am Wilfred Ling and I have been a professional financial practitioner for 18 years.

I am a CFA charterholder and many of my clients say that I am expert in investments and provide the assurances of reaching their financial goals.

My clients tend to be those who:

Are successful professionals because they are appreciative of the work of other professionals. That is why they are successful.
They either do not have time to manage their investments or prefer to focus on what they are good at.
Considers the Return On Investment (ROI) as the highest priority when engaging an investment adviser.

If you wish to speak to me on financial planning matters, feel free to WhatsApp HERE.

If you want to know greater details of my background, feel free to click: Background of Wilfred Ling.

Court of the Table (2020, 2021, 2022, 2023, 2024)

Court of the Table (COT) is three times that of the Million Dollar Round Table (MDRT) and it is recognized internationally as the gold standard of excellence in the financial planning business. It is only given to the world’s most successful financial services professionals who meet the Club’s stringent qualification such as demonstrating exceptional professional knowledge, strict ethical conduct and outstanding client service.

Naturally, these positive qualities always result in achieving high productivity. It is of no surprised that COT achievers are also high networth individuals. By working with a COT, you can be assured that you are working with one of the most successful practitioners.

Chartered Financial Analyst® (2011 – current)

There are three reasons why you should trust a CFA Charterholder to manage your wealth:

Rigor and Expertise. Fewer than 1 in 5 candidates becomes a CFA charterholder. It takes an average of over 1,000 hours of rigorous study, along with four years of professional experience, to earn the distinction of being called a CFA charterholder.
Holistic Wealth Management. CFA charterholders are trained to understand what drives value in all dimensions of your financial life. They have mastered more than just the art and science of securities analysis and asset allocation. They also have expert-level portfolio management skills and the ability to work effectively with tax and intergenerational wealth planning experts to design an investment strategy specific to your objectives.
Your Interests Come First. CFA charterholders recognize that trust is key to building a strong client-adviser relationship and are bound by the
highest ethical standards — the CFA Institute Code of Ethics and Standards of Professional Conduct.

Chartered Financial Consultant® (2009 – current)

The Chartered Financial Consultant® (ChFC®) is for financial practitioners who would like to offer Advance Financial Planning to their clients. The ChFC® designation originates from The American College established in USA since 1927 as an accredited, non-profit education institution providing graduate and professional education. The ChFC® is a designation for Financial Planning Professionals who are:

Educated – Completed a comprehensive curriculum of 8 subjects namely:

Fundamentals of Financial Planning and investments
Risk Management, Insurance and Retirement Planning
Tax, estate Planning and Legal Aspects of Financial Planning
Investment Planning
Plan Construction, Practice Standards and Ethics
Planning for Business Owners and Professionals
Wealth Management and Financial Planning
Financial Planning Applications

Qualified – Passed a serious of examinations (consisting of cumulatively 21 hours), assessments and attended compulsory tutorials.
Experienced – Have met specific experience consisting of at least 3 years of full-time relevant business experience in financial services and related industries.
Ethical – Maintained ethical standards prescribed by The American College Code of Ethics consisting of The Professional Pledge & The Eight Canons.
Knowledgeable – By earning re-certification every two years thereby ensuring informed on the latest developments in financial services. ChFC® holders are required to complete a minimum 30 hours of Continuing Professional Development (CPD) credits every 2 years.

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Assets managed by Wilfred Ling

Years of Experience

Number of Investors

Services

How to generate passive income for your retirement?

Creating a financially secure plan for young family

Stock Advisory Services

Important Financial 101 for Professionals (Course)

#ChooseIndependent:

The Protection Gap_ Are You Really Covered

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Upcoming Events

Testimonials

My wife and I decided that we should manage our finances and insurance better when we were expecting our first child. That was when we started scouting for an independent financial adviser who would be able to give us unbiased advice on insurance. We got to know Wilfred through his website and a strong recommendation from a friend who is already a customer of his. My wife and I are from the healthcare business and we are not savvy with investments or investment products. Wilfred has been most patient and candid in his explanation to us. We started off with financial planning exercise to understand currently how we are doing financially and what plans we should be making for retirement. Then we move on to reviewing our then insurance plans. With Wilfred on our backs, we are definitely more confident on how our finances are managed and feel safer that our insurance needs are adequately met.

Dr Jason Tang & Dr Fiona Chang

Scientists

During the first few meetings, Wilfred came across as an sincere, confident and knowledgeable financial professional. He was patient and thorough in understanding our background, aspirations and financial goals with us. No doubt these long sessions came at a price, we felt that it was money well spent. We had a clear and wholistic view of our current financial/insurance coverage/investment situation and could embark on a robust plan for our family’s future.

Mr Chan Hsien Hung and Ms Joyce Sim

Professionals living in Singapore

Before we met Wilfred, none of the advisers I met were able to provide a holistic analysis of our financial health and able to address both short-term and long-term retirement goals. I would recommend Wilfred because he is professional and objective. He is sharp and clear in his explanations and advice. Moreover, he is highly meticulous in his analysis and recommendations. He reminds us to focus on our long term goals and guides us in seeing the big picture to enable us to make better decisions.

Mr & Mrs Teo Boon Keng

Singaporean couple

As an international couple, we were looking for a advisor who could help us put together a tailor-made retirement plan that fits our somewhat complicated cross-border financial picture. Wilfred Ling is just that person: a patient and caring partner who takes the time to understand our needs and create a plan we are comfortable with in the long term.

Dr Sloan Kulper & Ms Tsui Gah Yee

Happy couple from Hong Kong

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