Comprehensive Wealth Advisory
Fee Based Planner

Daniel Wong Qing Yao

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REP No.: WQY100045466

Associate Director

With over 18 years of experience in comprehensive financial planning, I’ve had the privilege of walking alongside clients through life’s pivotal financial decisions—from their first property to their final retirement milestone. My practice is built on a fee-based model, which means my advice is shaped entirely by what serves your best interest—not by product sales or commissions.

 

What sets my approach apart is the belief that effective financial planning begins with understanding you—not just your assets, but your values, motivations, and goals. By deeply engaging with what matters most to you, I help design tailored strategies that bring clarity, confidence, and long-term peace of mind—especially as you prepare for your retirement years.

 

In year 2021, I was recognised as one of Singapore’s top fee-based planners—a reflection of the trust placed in me by clients who value integrity, objectivity, and thoughtful expertise. If you’re looking for a professional who listens first, advises with care, and helps you move forward with confidence, I’d be honoured to work with you.

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