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 needs ranging from General to Life, as well as wealth accumulation needs , 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.

Ms Esther Wong

I was introduced to William by my husband and during our first meet up, I was immediately struck by how sincere he was in getting to know me as a person, rather than just another client.

From all our interactions, it is evident that William is experienced in helping people to meet their financial goals realistically and more importantly, tailors his advice to better meet the individual needs of his clients instead of merely suggesting a one-size-fits-all approach.

William’s genuine care for his clients has won the trust of many clients, including myself and I’m happy to recommend him to anyone who is looking for a sincere and experienced financial planner!

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.

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.