Wilfred Ling, Cfa Email & Phone Number

I help people retire 10 years earlier than their current plan through massive wealth creation using careful and systematic stocks selection. Hi, I am Wilfred Ling and I have been a financial practitioner for 17 years. I graduated with a prestigious Engineering degree from National University of Singapore (NUS) in 1996 and worked for various multi-national corporation as a Research & Development Engineer for the first decade of my career. While the job was enriching, there was one problem: I did not see tangible impact my work has on others. In 2006, I decided that I need to move outside of my comfort to switch to a career that would bring direct impact to people’s lives. I decided to switch to financial planning which both the necessity for impacting lives and potential for growth were met. Since 2006, I have explored various financial planning approaches which were relatively undeveloped such as: • Prior to 2009, most Wills written for parents with young children were not suitable due to the creation of implied trusts and the lack of options for the appointment of professional trustees. I helped fix this problem.• Upon the establishment of Special Needs Trust Company in 2009, I worked closely with the company to bring professional trust services to those with special needs. • I was one of the successful pioneers to introduce fee-based financial planning in 2010. While such a service was not unknown, I believe I was the most successful to have implemented it. Fee-based financial planning become the single largest source of revenue for me till this day. Estate planning and special needs planning are now fully established and there are many professional estate planners in Singapore. Hence, I no longer focus on these. In 2018, I had a breakthrough. In my ongoing quest to upgrade myself, I learnt to connect with people and understand their needs within 10 minutes. I become aware why people make decisions in certain fashion although they themselves could not even understand why. With this new skill, my clients base expanded.At the end of 2020, I decided to move to Financial Alliance as my business needs have become so large that only the largest IFA in Singapore with the largest resources could meet my business requirements. My clients are highly successful high networth individuals from Singapore, Australia, Hong Kong and Malaysia. It is only natural that only the best works with the best. Only the high networth works with the high networth. These days, I spend majority of my time helping my clients manage their stocks portfolio.

Listed skills include Wealth Management, Investments, Portfolio Management, Financial Advisory, and 12 others.