Ben Wong

Financial Services Consultant

My Personal Story

Growing up, I was fortunate and blessed to have come from a family that was loving and financially stable.

My parents ensured that I did not have to worry about not having sufficient allowance, and I could comfortably afford to pick up new hobbies and go out with friends. I was contented and did not feel that I lacked much in life.

It had always been drilled in me by my parents since young to study hard and land a high-paying corporate job in future. After all, my parents were relatively successful and employed in corporate jobs themselves.

Naturally, I planned to major in finance and work in the banking industry upon graduation.

I had no intention of joining the financial advisory industry as I had always possessed a typical sceptical view of it.

I would shun financial advisors when they approached me to do a survey on the streets and ignored people who reached out to me about financial planning. Moreover, I had always been allured by the corporate 9-6 life in the Central Business District.

Things suddenly took a turn for the worse when, in 2015, my mother had to undergo lumpectomy surgery to remove a breast cancer tumour which totalled a few tens of thousands in medical expenses.

She had to take some time off work to focus on her full recovery, which meant a loss of income.

Then, we learned that my mother’s critical illness insurance did not cover early stage cancer, upon an urgent consultation with my father’s younger sister who was not the most responsible financial advisor as remarked by himself.

Hence came a pressing concern. With a family of 5, my father had to toil to accumulate enough money for my mother’s surgical bill and treatment, on top of servicing existing liabilities such as our university education and housing loans which they are still paying to date.

Thankfully, my mother was able to completely recover, and she has since taken steps to adopt a healthy lifestyle and diet. She had also made the decision to take a step back in her career by working in a lower stress environment.

This served as a glaring reminder that insurance does indeed come in handy to comprehensively protect people from the major mishaps in life, mishaps that can come thick and fast, out of the blue.

There was to be a further setback when, in 2019, my own younger sister’s scoliosis condition deteriorated, and it was determined by the doctors that she had to go for extensive physiotherapy and chiropractic sessions.

This time however, she had no existing insurance coverage to help cover the thousands of dollars in treatment costs.

It was at this moment that I decided to take things into my own hands. After all, my family has provided to me more than I can ask for, and I wanted so much to give back.

I approached a couple of financial services managers and directors, to explore career opportunities in the financial services industry. Ultimately, I decided to go with Kevin, a financial services director I knew back in 2016 through a mutual friend. His team, Odyssey, was extremely cordial and welcoming with me when I first met them.

This was the dealbreaker for me.

I was confident they had my back whenever I needed, and their values of team before self, and aspiring towards excellence resonated deeply with me.

On top of that, Kevin had demonstrated to me that, if we uphold our principles and serve professionally with our hearts, we will be able to impact and provide so much value to the lives of the ones that matter to us.

I knew I had to impact and provide value to my family, and my friends, to ensure that they will be able to cope if anything were to happen.

I would like to end with a quote from Alan Lakein, “Planning is bringing the future into the present, so that you can do something about it now”.

I am Ben, and I’m here to Guide You Through Life’s Adventures.

Testimonials

Read More About What Others Have To Say About Ben

I have known Ben for over 10 years now. We both met at a friend’s gathering, happened to play
categories on ‘countries’ and boy was I impressed at his extensive geographical knowledge. Ben has a knack for taking interest in a wide array of topics and is very knowledgeable. Till date, he is my closest friend and it’s no surprise I turn to him for advice.
Ben is one of the most dedicated, hardworking and compassionate individual who never misses the opportunity to help others. It was no surprise he became a financial planner.
This has benefited me in many ways as he puts my interest first before recommending any policy to me. His genuine approach and thorough follow up on a personal level makes me confident in signing more policies with him in future.

Ryan

When I first met Ben to do a portfolio review of my finances, I was clueless as to what to expect, as I’m very far from being financially savvy, especially when it comes to insurance and investments.
Despite hearing many notorious stories about FAs who’d pitch you expensive plans, Ben was very different - he was firstly focused on ensuring that I had my basic insurances covered, and gave me very objective and neutral advices about the options I could take for the cash in my bank. Ben strikes me as someone who’s very well honed in his craft especially in investments, but during our discussions, he made sure to centre around my interests and comfort zone when it came to finding the right investment policy for me.
Throughout our few meetings, Ben always came well prepared, never failing to detail my needs and plans for the future before advising me on how I can better save and invest my assets. He is also always patient with my questions as well, be it helping me with my insurance claims, or any general questions about investments and the likes.
Ben’s genuine and personable approach has given me much confidence, and most importantly - security, to trust his counsel in financial planning with him. I would recommend him to anyone who is looking to better manage their personal financials.

Allison

Ben Wong

Financial Services Consultant

My Personal Story

Growing up, I was fortunate and blessed to have come from a family that was loving and financially stable.

My parents ensured that I did not have to worry about not having sufficient allowance, and I could comfortably afford to pick up new hobbies and go out with friends. I was contented and did not feel that I lacked much in life.

It had always been drilled in me by my parents since young to study hard and land a high-paying corporate job in future. After all, my parents were relatively successful and employed in corporate jobs themselves.

Naturally, I planned to major in finance and work in the banking industry upon graduation.

I had no intention of joining the financial advisory industry as I had always possessed a typical sceptical view of it.

I would shun financial advisors when they approached me to do a survey on the streets and ignored people who reached out to me about financial planning. Moreover, I had always been allured by the corporate 9-6 life in the Central Business District.

Things suddenly took a turn for the worse when, in 2015, my mother had to undergo lumpectomy surgery to remove a breast cancer tumour which totalled a few tens of thousands in medical expenses.

She had to take some time off work to focus on her full recovery, which meant a loss of income.

Then, we learned that my mother’s critical illness insurance did not cover early stage cancer, upon an urgent consultation with my father’s younger sister who was not the most responsible financial advisor as remarked by himself.

Hence came a pressing concern. With a family of 5, my father had to toil to accumulate enough money for my mother’s surgical bill and treatment, on top of servicing existing liabilities such as our university education and housing loans which they are still paying to date.

Thankfully, my mother was able to completely recover, and she has since taken steps to adopt a healthy lifestyle and diet. She had also made the decision to take a step back in her career by working in a lower stress environment.

This served as a glaring reminder that insurance does indeed come in handy to comprehensively protect people from the major mishaps in life, mishaps that can come thick and fast, out of the blue.

There was to be a further setback when, in 2019, my own younger sister’s scoliosis condition deteriorated, and it was determined by the doctors that she had to go for extensive physiotherapy and chiropractic sessions.

This time however, she had no existing insurance coverage to help cover the thousands of dollars in treatment costs.

It was at this moment that I decided to take things into my own hands. After all, my family has provided to me more than I can ask for, and I wanted so much to give back.

I approached a couple of financial services managers and directors, to explore career opportunities in the financial services industry. Ultimately, I decided to go with Kevin, a financial services director I knew back in 2016 through a mutual friend. His team, Odyssey, was extremely cordial and welcoming with me when I first met them.

This was the dealbreaker for me.

I was confident they had my back whenever I needed, and their values of team before self, and aspiring towards excellence resonated deeply with me.

On top of that, Kevin had demonstrated to me that, if we uphold our principles and serve professionally with our hearts, we will be able to impact and provide so much value to the lives of the ones that matter to us.

I knew I had to impact and provide value to my family, and my friends, to ensure that they will be able to cope if anything were to happen.

I would like to end with a quote from Alan Lakein, “Planning is bringing the future into the present, so that you can do something about it now”.

I am Ben, and I’m here to Guide You Through Life’s Adventures.

Testimonials

Read More About What Others Have To Say About Ben

I have known Ben for over 10 years now. We both met at a friend’s gathering, happened to play
categories on ‘countries’ and boy was I impressed at his extensive geographical knowledge. Ben has a knack for taking interest in a wide array of topics and is very knowledgeable. Till date, he is my closest friend and it’s no surprise I turn to him for advice.
Ben is one of the most dedicated, hardworking and compassionate individual who never misses the opportunity to help others. It was no surprise he became a financial planner.
This has benefited me in many ways as he puts my interest first before recommending any policy to me. His genuine approach and thorough follow up on a personal level makes me confident in signing more policies with him in future.

Ryan

When I first met Ben to do a portfolio review of my finances, I was clueless as to what to expect, as I’m very far from being financially savvy, especially when it comes to insurance and investments.
Despite hearing many notorious stories about FAs who’d pitch you expensive plans, Ben was very different - he was firstly focused on ensuring that I had my basic insurances covered, and gave me very objective and neutral advices about the options I could take for the cash in my bank. Ben strikes me as someone who’s very well honed in his craft especially in investments, but during our discussions, he made sure to centre around my interests and comfort zone when it came to finding the right investment policy for me.
Throughout our few meetings, Ben always came well prepared, never failing to detail my needs and plans for the future before advising me on how I can better save and invest my assets. He is also always patient with my questions as well, be it helping me with my insurance claims, or any general questions about investments and the likes.
Ben’s genuine and personable approach has given me much confidence, and most importantly - security, to trust his counsel in financial planning with him. I would recommend him to anyone who is looking to better manage their personal financials.

Allison