Biography

William advocates holistic financial planning that empowers people to have the courage to pursue their dreams, and transforming their lives.

Before joining the industry, he taught Economics in a local Junior College for about 10 years. He is a survivor of Guillain Barre Syndrome, a rare and serious medical condition that left him fully paralyzed and on breathing support. That extended hospital experience gave him the understanding of the power of financial planning done well. He left teaching in 2018 and started out his advisory journey in PIAS. After a stint honing his skills there, William left to join Linc, a brand new financial advisory firm. Linc has since merged with Synergy.

William believes that understanding the client is the key to developing a good financial roadmap to help the client chart out a fulfilling life journey. On top of understanding clients, he knows the importance of constant upgrading to be able to provide better service. William has picked up the Master Fund Advisor as well as Certified Financial Planner qualifications to better be able to serve his clients.

Licensed to advise on Insurance ranging from General to Life, as well as Wealth Accumulation, he is well suited to meet the changing and growing needs of a client. With his teaching background, he is able to make concepts easy to understand and plans easy to execute.

Mr Lester

Application Support Executive

My journey with William started with a simple question: how much should I spend on renovating my first home? He guided me with practical advice, grounding his suggestions on the realities of HDB costs while also taking into account my circumstances and long-term goals. That conversation opened my eyes to the bigger picture of financial planning and set the foundation for a more intentional approach to managing my finances.

Since then, William has helped me gain a deeper understanding of financial literacy and the importance of risk management, including getting the right basic coverage in place. He explains concepts in a way that is easy to grasp, and always ensures I understand why certain steps matter before recommending them.

What I value most is William’s patience, clarity, and genuine care—he doesn’t just provide solutions, he empowers me to make informed choices with confidence. With his background as a teacher and his commitment to constant upgrading, I trust that I am well supported not only for my current needs but also for my future goals.

I’m truly grateful for his guidance, and I would not hesitate to recommend William to anyone looking for a financial advisor who puts people first.

Mr Daniel Chow

Personal Trainer at LTU Personal Training

I like and respect William very much.

  1. He is meticulous.

  2. He is trustworthy.

  3. He thinks about your family and the long game.

For years, I was hesitant to engage a financial advisor as their values did not align with mine.

As I listened to William’s outlook of life and finance as well as the proposed strategies to help me provide for my family, I felt assured and confident of my future.

Nitin & Trendy

William is very knowledgeable about insurance, will and estate planning, and all aspects of financial management. He always provides us with different scenarios, explaining all the pros and cons of each option in an easy-to-understand manner.

He is extremely patient and kind to entertain all our questions to help us make informed choices. He has become so close to us that we often seek his opinions on our personal financial decisions.

In our experience, William is the best financial advisor we have had the pleasure of working with. We highly recommend his expertise to anyone looking for reliable and comprehensive financial guidance.